Each Employee has one Role per company. The Role decides what they can see and do; a Job title, such as Waiter, is only a name and changes nothing.
The five Roles
- Owner: everything, at every Location, including Billing and tax settings. Only the Owner can change an Employee’s Role.
- Manager: runs daily operations. Bookings, Locations, Resources, Layouts, Offerings, Customers, Employees, the staff schedule, Analytics, orders and payments. A Manager can invite and manage Staff and Station Staff, but has no Billing or tax settings.
- Finance: payments and reports. Sees Bookings without changing them, takes payments, records register receipts and reads Analytics.
- Staff: daily work. Creates and runs Bookings, takes orders, serves and takes payments. Sees Resources and the Layout but does not edit them.
- Station Staff: prepares items at their Work stations, using only the Work queue.
Locations
The Owner works at every Location. Managers, Finance and Staff work only at the Locations they are assigned to: they do not see the Bookings, Resources, payments or figures of other Locations. Managers and Finance need at least one Location.
Change a Role
Open Employees, edit the Employee and choose the Role under What can they do in the app?. Assign their Locations on the same page.
Good to know
- Station Staff open the company on the Work queue. Finance works on the web only.
- The primary Owner’s Role cannot be changed.