Skip to content

Roles

To learn more about it feel free to book a meeting with our team

Updated

role management
  • Navigate to Roles: In the side menu, click on Employees and click "Roles."
  • Add a New Role: Click the "Add Role" button.
add new role
  • Name the Role: Give the role a descriptive name (e.g., "Waiter," "Cashier," "Manager").
Set Permissions:
  • POS Access: Determine which features the role can access within the POS system (e.g., sales, refunds, payments).
  • Back Office Access: Define the level of access to back-office functions (e.g., inventory management, reports).
  • Delivery App Access: Enable access to the delivery app if applicable.
  • Waiter App Access: Enable access to the waiter app with specific permissions.
  • Save: Click "Save" to create the new role.

Assigning Roles to Employees

assign role
  • Navigate to Employees: In the side menu, click on "Employees."
  • Select an Employee: Click on the employee's name.
  • Assign Role: Choose the appropriate role from the dropdown list.
  • Save: Click "Save" to assign the role.

Managing Employee Access

  • Modify Roles: To change the permissions for a role, edit the role and adjust its settings.
  • Deactivate Employees: If an employee is no longer active, you can deactivate their account.
  • Reset Passwords: If an employee forgets their password, you can reset it.

Connect with us to know more

To learn more about it feel free to book a meeting with our team

BOOK A DEMO

Was this article helpful?