The goal? Perform your first list within 24 hours.
First step, let's set up your organization in Blanket. Most of these steps will be taken care of for you- but if you need to make adjustments, you can refer to how, here.
We'll cover the basics here to get you started; General Settings, Positions, Permissions & Locations.
General Settings
General Settings is a set it, & forget it page when getting started with Blanket. Most importantly, select your temperature unit & turn on experimental API (this ensures you're using our latest reporting components).
Lastly, you have the option to turn on the ability to archive action items... Which we recommend so that the permission becomes available.
Add Positions
There is no limit to how many positions you can have within your organization. Each position belongs on a role level (Employee, Manager, or Owner) and you can customize permissions from there.
Employee level is about performance on Mobile. This level does not have web access at all. Positions built on this level should only need to perform tasks assigned to them. (Cashier, Line Cook, or other front line team roles)
Manager level is about performance, delegation, and viewing reports. Positions built on this level have web access, can view reports, manage users on their team, and can assign and complete lists, tasks, and actions. Other access is possible with the use of custom permissions. (Shift Lead, Assistant Manager, General Manager, up to Regional Managers are examples of this level)
Owner level is an admin. This can be used for back-end positions or high-level leadership within the organization. Customize permissions on this level. (Accountant, Owner Operator, Director of Ops, IT, Maintenance team, etc)
One thing to remember here is one user can have multiple positions as long as they are on the same level. So a Regional Manager can also be a District Manager or an IT Team member because all of these job titles were on the manager level. On the employee level, a user can be both a FOH Server and a BOH line cook. However, an employee-level FOH Server can not also hold the manager-level position of General Manager.
Understanding Permissions
Permissions are customizable at the Manager & Owner levels. Descriptions for each are summarized under each permission type.
"Admin Permission" grants the user the ability to create, edit, and archive location-based templates and lists, but does NOT give access to global lists.
If one user has two positions assigned to them with different permission sets, the highest-ranking one will always prevail.
Next, Add Your Locations
Adding locations is quick and easy! All you'll need is the location name and address.
From the Settings Menu, click on the Locations Page and add each location to your organization.
Blanket offers a nested Group structure for locations (if needed). Once you add all of your individual locations, you can set up Groups to keep them organized by region, district, or person. Learn more about Groups here.
You can always come back to settings to add locations, add positions, or update position permissions. But the outlined steps above are enough to get you started.
Next up? Create some lists.