Overview
User Permissions and Roles
User permissions and roles determine what each user can do within the system. Higher-level users (roles) have more permissions, granting them access to features like menu management and refunds.
User Preferences
User preferences control how users receive notifications and interact with the system. These settings ensure users are notified in ways that suit their workflow. A key functions here include choosing if a user wants an email notification and if they want a constant audible notification when an order arrives vs a single sound.
1. Accessing User Roles
From the dashboard, click on your profile icon at the top right, then select "Manage Roles." This will display all available roles and their associated permissions.
2. Understanding Default Roles
Admin: Full access to all settings and features.
CSA / Staff: Access to live orders, manager and live screens, and analytics.
Manager: Access to live orders, manager and live screens.
Menu Builder: Access to edit menu items, menus, schedules, and design.
Reporting: Access to analytics and reporting.
3. Editing Role Permissions
Click on a role to view and edit its permissions. Available permissions include:
Customer Data: Access customer information.
Discounts: Manage discounts on orders.
Live Order Management: View all live orders.
Menu Editing: Adjust menu items and prices.
Payments: View and process payment information.
Refunds: Process refunds for orders.
Reports: Access and generate reports.
Restaurant Configuration: Manage restaurant settings like email templates and opening hours.
User Management: Add and remove users, assign roles.
Customizing User Preferences
1. Accessing User Settings
Log in as an admin, go to the dashboard, click on your profile icon at the top right, and select "Manage Users." This will show a list of all users.
Steps to Add or Remove Users and Edit Preferences
1. Access User Management
Click the person icon at the top right corner of the dashboard.
Select "Manage Users."
2. Adding a New User
Scroll to the bottom of the "Manage Users" section and click on "New User."
Enter the user details and assign the appropriate role and permissions.
New users will receive an email invitation to join. Ensure they check their junk mail if they do not see the email immediately.
3. Removing a User
To remove a user, click "Delete" under actions on the row of the user you wish to remove.
4. Editing User Preferences
Select the user you wish to edit and click "Edit."
Here, you can choose their role, notifications, and extra permissions.
The role determines their permissions, but you can add extra permissions if needed.
5. Notification Types
Consolidated Notifications: All notifications in one pop-up.
Browser Notifications: Separate browser alerts for each order.
Email Notifications: Sends an email for each new order.
Kitchen Bell: Sound notification for live order screens.
Persistent Notifications: Continues to alert until acknowledged.
Select the notifications and permissions you would like for each user and click save.