Overview
For your team to begin using the Platter POS app, you must first create user accounts so staff can log in, take orders, and complete sales. Each user is linked to a specific role, which determines the permissions and actions they are allowed to perform within the system.
If your restaurant uses table service, you will also need to set up a floor plan in Platter. This allows staff to manage tables directly from the POS, helping them quickly see which tables are available, occupied, or in progress. A properly configured floor plan reflects the real layout of your restaurant, making it easier for staff to manage orders, serve guests efficiently, and maintain smooth operations throughout the dining area.
Setting up POS users
Setting up POS users in the Back Office allows your staff to handle their daily tasks in the Platter POS app, such as clocking in, taking orders, and managing their activities. Creating individual user accounts for each employee helps you accurately track sales, attendance, and performance, while also giving you full control over the permissions assigned to each staff member.
Steps
Log in to the Platter Back Office.
Navigate to the Teams section.
2. Creating a Role
Click Add Role.
Enter the Role Name.
Select the permissions for this role (example: access floor plan, take orders, apply discounts, etc.).
Enable Auto Clock-In if you want the employee to access the dashboard without clocking in.
Click Submit.
The role will appear in the Back Office, where the Admin can edit or delete it anytime
3. Creating a New User
Click Add User.
Enter the employee’s First Name and Last Name.
Enter the Email Address.
Add a Preferred Name (this shows on the Platter POS home screen).
Enter Gender, Phone Number, Address, and Start Date.
Select the Employee Type:
Hourly
Monthly
Set Weekly Hour Restrictions, if needed.
Enter the employee’s Wage (hourly or monthly).
Under Security Details, create the employee’s Password and PIN for clock-in.
Choose a Role from the role list to assign to the user.
Click Submit.
The new user will now appear under the assigned role in the Back Office.
4. Viewing Users on POS
Open the Platter POS Home Screen.
All Roles and Users created in the Back Office will be visible for staff to select and log in.
Setting up floor plans
To manage table service effectively, you’ll need to create a floor plan in the Platter Back Office that matches the layout of your actual dining area. A properly configured floor plan in the Platter POS app lets your. Staff can quickly see which tables are available or occupied, manage orders directly, and view and track seating activity throughout the restaurant.
Steps
Log in to the Platter Back Office.
Navigate to the Floor Plan section.
When you enter this page, the floor plan is locked by default.
2. Unlock the Floor Plan
Click Unlock Floor Plan to begin making changes.
Unlocking is required before adding or moving any objects.
Once unlocked, you can freely design or edit your layout.
3. Add Object
After unlocking, click Add Object.
Choose the objects you want to place, such as tables, a stage, a kitchen, a pantry, a bar, or custom objects.
Drag the object into the desired position on the canvas.
Edit the object’s size, name, or settings as needed.
Continue adding objects until your restaurant layout is complete.
Objects option-:
Oval Table
When an Oval Table is added, it appears in the top-left corner with a default length of 1 and eight chairs.
Modification options:
The table name or number may be updated to match your preferred labeling.
Its length is adjustable to make the table larger or smaller.
The number of chairs can be increased or reduced as needed.
A duplicate of the table may be created if you require multiple identical tables.
The table can also be removed from the layout at any time.
Rectangular Table
A Rectangular Table appears with a default width of 1, length of 1, and four chairs - one on each side.
Modification options:
The table’s name or number is editable to fit your numbering sequence.
Its width may be modified to widen or narrow the table.
The table length may be adjusted to suit the space.
Chair placement can be rotated or repositioned for better alignment.
A duplicate version of the table may be created if needed.
The table may be deleted if it is no longer required.
Stage
The Stage object is added with a 3×3 size and the default name “Stage.”
Modification options:
The name of the stage may be changed to something more suitable.
Its width is adjustable for a different horizontal size.
The length can be modified to alter the stage’s depth.
A copy of the stage may be created for repeated use in the layout.
The stage may be removed entirely if it is not part of the design.
Kitchen
The Kitchen appears as “Kitchen,” with dimensions 5×5 and a grey colour.
Modification options:
The kitchen name may be replaced with any label you prefer.
Its width may be increased or decreased to match your design.
The length can be changed to adjust the size of the kitchen area.
A duplicate of the kitchen may be created if multiple kitchen areas are needed.
The kitchen can be deleted from the floor plan whenever necessary.
Pantry
The Pantry object is created with a 3×3 size, beige colour, and the name “Pantry.”
Modification options:
The pantry’s name may be edited depending on your layout.
Its width can be adjusted to enlarge or shrink the space.
The length may also be modified to change the depth of the area.
A duplicate pantry may be added if you need an identical storage area.
The pantry may be removed if it is not part of your design.
Entrance
The Entrance appears with dimensions 2×1, a brown colour, and the default name “Entrance.”
Modification options:
The name of the entrance may be redefined for clarity.
Its width can be modified to make the entrance wider or narrower.
The length may be adjusted to suit the layout’s flow.
Another identical entrance may be created using the duplicate option.
The entrance can be removed from the floor plan if needed.
Speaker
A Speaker object is added with dimensions 1×1, a black colour, and the name “Speaker.”
Modification options:
The speaker’s name may be renamed to fit your equipment layout.
Its width may be altered to change how wide the speaker area appears.
The length is adjustable to modify the overall size.
A duplicate speaker may be placed if multiple speakers are required.
The speaker may be deleted if it is not needed.
Buffet
The Buffet appears with a size of 4×2, a white colour, and the name “Buffet.”
Modification options:
The buffet name may be updated based on your setup.
Its width can be changed to widen or narrow the buffet area.
The length may be adjusted to extend or reduce its size.
A duplicate buffet may be added if the layout calls for more than one.
The buffet may be removed if it does not belong in the plan.
Bar
The Bar object is added with a 4×2 size, a dark-wood color, and the name “Bar.”
Modification options:
The bar’s name may be edited to match your naming style.
Its width may be refined to fit the available space.
The length can be modified to adjust its overall shape.
A duplicate bar may be created for layouts with multiple bar areas.
The bar may be deleted from the layout if necessary.
Space
The Space object appears at 6×6, with a transparent colour and the default name “Space.”
Modification options:
The space name can be updated to clarify what the area represents.
Its width is adjustable for larger or more compact open areas.
The length may also be changed to reshape the space.
Duplicating the space allows you to create multiple free-area sections.
The space may be deleted if it does not fit your layout.
Custom Object
The Custom Object is created with dimensions 3×3, a blue colour, and the name “Custom Object.”
Modification options:
The name may be changed to represent the object correctly.
Its width may be resized to align with your design.
You may adjust the length to alter the object’s proportions.
A duplicate custom object may be created for repeated use.
The custom object may be removed if it is not required.
4. Save Floor Plan
Once all objects are placed and arranged, click Save Floor Plan.
Saving is required for your layout to appear in the Platter POS app.
If you do not save, the changes will not sync, and the floor plan will not be available on the POS.
Troubleshooting
1. Floor Plan Not Appearing on the POS
The most common reason is that the floor plan was not saved. Make sure you clicked Save Floor Plan after adding or modifying objects.
Confirm that the floor plan is unlocked, edited, and then saved. Locked mode prevents changes from being recorded.
Refresh or restart the POS app to trigger a new sync if changes were saved but not yet loaded.
2. Objects Not Showing or Missing on the POS
Ensure every object was added after unlocking the floor plan. If you add objects while it is locked, they will not be saved.
Check if any object was accidentally deleted before saving.
Make sure each object has valid dimensions - objects with size “0” may not render correctly.
3. Floor Plan Changes Not Syncing to POS
Changes only appear on the POS after clicking Save Floor Plan.
Internet or network issues may delay syncing; reconnect the device and try again.
If multiple admins are editing the floor plan at the same time, only the latest saved version will sync.
4. Users Not Showing on the POS Login Screen
Verify the user account was entirely created with First Name, Email, and Role assigned.
Ensure the user’s assigned role has the correct permissions (example: access POS, take orders).
Check if the user is marked as Active in the Back Office.
Refresh the POS or log out and log back in to update the user list.
5. Roles Not Appearing or Not Working
The role must be saved after selecting permissions.
If Auto Clock-In is enabled, ensure the employee’s PIN or password was also created.
Revisit the role settings to confirm required permissions were not accidentally left unchecked.
6. Incorrect Table Layout or Misaligned Objects
Objects may shift if the floor plan was edited while locked. Unlock the floor plan and reposition them again.
Very small or overlapping objects can be difficult to interact with; resize them through modification options.
After reorganizing, always click Save Floor Plan to apply the new layout permanently.
7. POS Not Recognizing Updated Layout
Force a manual sync by closing and reopening the POS app.
Ensure the device is connected to a stable internet connection.
8. Duplicate Objects Showing Unexpected Behaviour
This may happen if several duplicates were created without saving. Delete extras and save again.
Check each duplicated object’s properties (name, size, position) to ensure they are correct and not overlapping.