🛡️Manage Roles and Permissions

🧱 What Is a Role?

A role is a group of permissions that define what an employee can access or perform in the POS (e.g., Server, Bartender, Manager).

💡 Every POS employee must be assigned a role.

🛠️ How to Create or Edit a Role

Go to Users > Roles and Permissions
Click Create New Role or use the ••• menu to edit an existing one

3. Fill in the required fields:

Set the Role Name
Toggle permissions ON or OFF by category:
- Ordering
- Configuration
- Reporting
- Miscellaneous
Click Save

🔐 Example: Permissions Overview

Category	Sample Permissions
Ordering	Void item, Add remark, Access tables, Transfer table
Reporting	View end-of-day reports, Produce reports
Configuration	Change printer/payment settings
Miscellaneous	Login without punch, Edit timesheets

🔍 Tip: Use the “Access to order sections” toggle as the base for POS use. If OFF, the employee cannot use the POS interface, but only the punch function; ex: for kitchen employees.

✅ Best Practices

Create distinct roles for Server, Manager, Bartender, and Kitchen Staff
Keep only essential permissions active to reduce errors
Review permissions when staff responsibilities change