Employees are categorized into three levels, owners who have the ultimate authorities, web user who are controlled by owners and have lower authorities than owners, but have all the authorities over app user, finally app users who act as waiters/waitresses or cashiers, they have limited authorities.

 

Columns

  • Name: Employee name.
  • Email: Employee's email address.
  • Phone: Employee's phone number.
  • Type: Employee's level type (owner, web user, app user).

 

Pressing on Add New button will result in displaying:

  • Owner:

This account type has all authorities in the system. They can add or delete employees in the same hierarchal level or lower, grant or disallow authorities to employees, etc.

To add a new Owner:

  1. On the main Employees page, Select Add New -> Owner.
  2. Add their name, email and password (can be automatically generated). (Mobile is optional).
  3. Save.
  • Web User:

This account type has lower authorities than owners, but they have all the authorities over app users.

To add a new Web User:

  1. On the main Employees page, Select Add New -> Web User.
  2. Add their name, mobile, email and password (password can be generated). (Mobile is optional)
  3. Save.
  • App User:

The app user is the cashier or waiter/waitress users. They can have rights limited to their branches as demonstrated in the next section.

To add a new App User:

  1. On the main Employees page, Select Add New -> App User.
  2. Add their name, phone, employee number, username and pin code (pin code can be generated). (phone and Employee number are optional)  
  3. Save.
  • The pin code is the code to be used in the iPad Cashier/Waiter apps. Choose different codes for each employee to enhance security.

On the main Employees page all your employees in the system are listed. They can be filtered:

  • Name: Employee name.
  • Phone: Employee's phone number.
  • Email: Employee's email address.
  • Employee Number: To identify each employee.
  • Type: Employee's level type (owner, web user, app user).
  • Branch: Shows the app users who have authorities in a particular branch.

 

 

Authorities:

To add or edit the authorities  of the employee (Web User or App User) press on the option button that corresponds to each employee.

For Web Users there are four levels of authorities: company level, business level, branch level, and warehouse level.

1. Company Level Authorities:

  • Manage Inventory items.
  • Manage Warehouses.
  • Manage Customers.
  • Manage Email Notifications.

2. Business Level Authorities:

  • Manage Menu.
  • Manage Coupons.
  • Manage Taxes.
  • Manage Timed Events.
  • Manage Employees.
  • Manage Menu Activation.
  • Manage Business Settings.
  • Void Orders.

3. Branch Level Authorities:

  • Manage Tables.
  • Manage Inventory.
  • Manage Purchase Orders.
  • Perform Stocktaking.
  • Approve Purchase Orders.
  • View Inventory Transactions.
  • Manage Orders.
  • Manage Branch Settings.
  • See Sales Reports.
  • See Inventory Reports.
  • See Miscellaneous Reports.
  • Manage Menu activation.

4. Warehouse Level Rights:

  • Perform Stocktaking.
  • Manage Inventory.
  • Manage Purchase Orders.
  • Approve Purchase Orders.
  • See Inventory Reports.

For App Users there is only one authorities level: the branch level.

  • Access Cash Register
  • Access Cashier general settings
  • Open cash drawer
  • Edit products sent to kitchen
  • Access Reports
  • Access Device Management
  • VOID
  • Split order
  • Join Order
  • Return Order
  • Apply preset discount
  • Apply Open discount
  • Ahead Orders
  • Print Check
  • Print Receipt
  • Perform “end of day”
  • Act as driver
  • Act as waiter
  • Access Waiter Device Settings
  • Perform Stocktaking
  • View inventory levels

Notifications

Owners and web users have email notifications feature, which alert them when particular events occur such as:

  • Inventory Low Stock: To be notified when the inventory of a branch hits at or below a certain amount.
  • New Inventory Transaction: Any transaction in the branch’s inventory (Production, transfer, etc).
  • Inventory Transfer Variance: If there is a mismatch between inbound and outbound operations.

Pressing on the option button that corresponds to each owner or web user, will expand and display "notifications".

Copy Authorities:

This allows you to copy the authorities from one user to another. It's useful when multiple users happen to have the same authorities.

To copy rights, Press on Copy Authority button -> input the employee you want to copy their authority in Copy from field, and the employee you want to copy the authorities to in Copy to field.

 

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