Roles and Authorities
Roles are a set of authorities assigned to an employee. It has 4 levels which are Company, Business, Branch and App levels.
Roles Creation
Each level contains a group of authorities in which you can select from and save as a Role, in order to assign to future employees without having to go through the process of selection for every employee individually or every time you have a new hire.
In order to create a specific role, you have to navigate to Settings --> Roles --> Add New then, choose the level in which you would like to create a role of. Once you pick a name for the role locate Authorities on the left side of the page under Basic Data then check the authorities in which you would like to assign to the role.
Each level contains a list of authorities to choose from these authorities are as follows:
Company Roles
Company roles encompasses a group of authorities that affects the company as a whole such as customers, inventory, suppliers and the creation of App user roles. Here is a list of all those authorities.
Authorities
View Customers.
Manage Customers.
View Customer Tags.
Manage Customer Tags.
View Inventory Items.
Manage Inventory Items.
View Inventory Items Tags.
Manage Inventory Items Tags.
View Suppliers.
Manage Suppliers.
View Warehouses.
Manage Warehouses.
View App User Roles.
Manage App User Roles.
Restore Company Data.
View Cost.
Business Roles
Business roles encompasses a group of authorities that affects the businesses operations, it works as the back end of the daily operations. Here is a list of all business roles authorities:
Authorities
View Menu.
Manage Menu.
View Payment Method.
Manage Payment Method.
View Coupons.
Manage Coupons.
View Discounts.
Manage Discounts.
View Timed Events.
Manage Timed Events.
View Taxes.
Manage Taxes.
View Delivery Zones.
Manage Delivery Zones.
View Business Settings.
Manage Business Settings.
View Product Tags.
Manage Product Tags.
View Order Tags.
Manage Order Tags.
View Branch Tags.
Manage Branch Tags.
View App Users.
Manage App Users.
Manage Menu Display.
Manage Menu Activation.
Restore Business Data.
Authorities Manage Addons.
Authorities Manage Integrations.
Branch Roles
Branch roles contains a set of authorities that affects branches as individual entities. It also provides the required access to manage the branch's inventory, orders and reports. Here is a list of all those authorities:
Authorities
View Floor and Tables.
Manage Floor and Tables.
View Devices.
Manage Devices.
View Branch Settings.
Manage Branch Settings.
View Orders.
Manage Orders.
View Purchase order.
Create Purchase Orders.
Approve Purchase Orders.
View Inventory Transactions.
View Purchase Transactions.
View Production Transactions.
View Stocktaking Transactions.
View Consumption Transactions.
View Transfer Transactions.
View Others (In) Transactions.
View Others (Out) Transactions.
View Return Transactions.
View Expiry Transactions.
View Damage Transactions.
View Waste Transactions
Manage Inventory Transactions.
Create Purchase Transaction
Create Production Transaction.
Create Stocktaking.
Create Transfer Transaction.
Create Other (In) Transaction.
Create Other (Out) Transaction.
Create Expiry Transaction.
Create Damage Transaction.
Create Waste Transaction.
Sales Reports.
Categories Sales.
Products Sales.
Product Sizes Sales.
Authorities Generate Combos Sales Report.
Product Sizes by Order Type Sales.
Modifiers Sales.
Product Modifiers Sales.
Products Timely Sales.
Branches Sales.
Branches Timely Sales.
Locations Sales.
Tables Sales.
Agent Income.
Cashiers Income.
Waiters Income.
Drivers Income.
Customers Sales.
Payment Methods.
Order Types Sales.
Payment Methods Timely Sales.
Inventory Reports.
Items Cost.
Inventory Items Total Cost.
Items History.
Inventory Control.
Consumption.
Inventory Levels.
Expiration.
Total Transfers.
Total Purchases.
Pending Transfers.
Products Recipe.
Inventory Items Recipe.
Modifiers Recipe.
Semi Finished Items Levels.
Semi Finished Items Cost.
Authorities Generate Supplier Purchases Report.
Misc Reports.
Products Preparation Time.
Products Cost.
Products Returns.
Till Logs.
Till Operations.
Void Reasons.
Employees Shifts.
Taxes.
Orders Discounts.
Products Discounts.
Product Sizes Discounts.
Advanced Reports.
Overview.
Sales Comparison.
Menu Engineering.
Customers Insight.
Products Delay.
Branches Delay.
Exporting.
Full Data Export.
Orders Export.
Coupons.
Customers Export.
Stocktaking Export.
Inventory Transactions Export.
Purchase Orders Export.
Snapshots.
Manage Menu Activation.
View Snapshots.
View Summary Screen.
App Roles
App roles are the collection of authorities that concerns with the Applications (Cashier & Waiter) and managing the user access to its various settings. Here is a list of all those authorities:
Authorities
Access Cash Register.
Access Cashier General Settings.
Open Cashdrawer.
Edit Products Sent to Kitchen.
Access Reports.
Access Device Management.
Void.
Split Order.
Join Order.
Return Order.
Apply Discount.
Apply Open Discount.
Ahead Orders.
Print Check.
Print Receipt.
View Done Orders.
Perform End of Day.
Act as Driver.
Act as Waiter.
Access Waiter Device Settings.
Perform Stocktaking
View Inventory Levels.
Once you are done click the Save button.
User Assignment
Now you can assign these roles to as many employees as you want in order to do that navigate to Settings --> Employees then click the Three Dots Button Corresponding to the employee name (it has to be a web or an App user) then choose Edit after that locate Roles on the Left side of the screen and choose the role you have created.
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