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Dashboard Roles & Employees

Dashboard Roles & Employees

Role Management

Role Definition

This role list corresponds to the collection of personnel under different organizational structures of the restaurant, that is different people with the same identity role enjoy the same permissions,For example, waiters A, B, and C have the same permissions in the restaurant and can be set as one role 【Waiter】,The group of waiters shares the permissions of the Waiter role. Restaurants can create multiple roles as needed to meet the different responsibilities in restaurant operations.

New Role

Click the "Add Role" button in the top-right corner to create a new role.

The role name refers to the set of functions of this type of personnel, which can be a position, such as: waiter, delivery driver, store manager, restaurant owner, etc.

After completing the new role settings, click the Save button in the upper right corner

Role permissions

Step 1: Access permission configuration

Contains order permission configuration, transaction permission configuration, menu permission configuration, promotion management permission configuration, amount adjustment permission configuration, team management permission configuration, equipment permission configuration, account permission configuration, setting permission configuration, report permission configuration, floor plan permission configuration, and member system permission configuration

Order permission configuration and transaction permission configuration are shown in the figure

Menu permission configuration and promotion management permission configuration are shown in the figure

The amount adjustment permission configuration and team management permission configuration are shown in the figure

Device permission configuration, account permission configuration, and setting permission configuration are shown in the figure

The report permission configuration is shown in the figure

The floor plan permission configuration and member system permission configuration are shown in the figure

Step 2: Data permission configuration

Contains 13 data permission configurations and 6 additional fee permission configurations

Data permission configuration is shown in the figure

The fees permission configuration is shown in the figure

Role Deletion

We currently provide a convenient way to delete roles. You can delete roles directly on the role card in the team management panel. Please note: deletion is irreversible, so please operate with caution.

Click the “Confirm” button to delete the role.

Character Modification

When the user wants to modify the role name and permissions, they can make adjustments on the original role card.

Click on the Role card you want to edit

Edit the content you want to change directly

Click Save to complete the role modification.

Employee Management

In the employee management section, all employees in the store can be managed one by one

New Employee

Click the "Add Employee" button in the top-right corner to add a new employee.

Click “Add Employee” to start adding employee information for editing

After editing, click the "Save" button to add the new employee.

Delete/Deactivate of employee accounts

When there are changes in restaurant staff or other abnormal situations that require deactivating or deleting their accounts, you can do the following:

First, select the employee you want to operate on

After entering the employee account information interface, you can deactivate or delete it.

When an employee takes a vacation or a break, the account can be temporarily deactivated and can be manually restored later

Please note: once an account is deleted, it cannot be recovered, and employee accounts can only be newly created, so please operate with caution!

Edit employee account information

When employee information changes and needs to be modified, you can also select the employee account that needs to be modified to modify it

Employee Search

At the same time, we provide a convenient employee account search function, which can be searched directly in the employee management interface

Department Management

In order to facilitate the restaurant to conveniently and uniformly manage the staff with the same responsibilities, we provide a department management dashboard

Adding employees to existing roles

You can add employees to existing roles in the employee editing process.

New Department

Users can create new departments here and add employees they want to be included in the department

The specific operations are as follows

If you have any other questions, please contact Chowbus customer service!

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