Roles & Permissions

Overview

Roles bundle POS Admin permissions into a named set you can assign to users. Instead of granting permissions one by one, you build a role and assign it to everyone who needs the same access.

Requirements

Permission to view roles & permissions

Steps

Open Roles & Permissions

Open Settings → Roles & permissions.

The Roles list — All roles for the brand.

Add a role

Click Add New Role to create a new one.

The Add New Role button — Create a new role.

Name the role

Enter a Title for the role. The Code is optional; leave it empty to generate one automatically.

The role title field — Enter a **Title** for the role. The **Code** is optional; leave it empty to generate one automatically.

Select permissions

Select the permissions the role should include. Tick a group’s box to select everything in it, or click the group to expand it and choose individual actions.

There are five permission groups.

POS permissions: for the POS App, such as cancelling or refunding an order.
Admin permissions: for the POS Admin dashboard — the one you are creating this role in right now.
KDS permissions: for the KDS Admin dashboard, for managing the average order time and average prep time for products.
Ordering permissions: for the online ordering app.
Drivers permissions: for delivery drivers.

Selecting the role's permissions — Choose the permissions.

Save and assign

Click Create at the top right of the window, then assign the role to users.

The Create button — Click Create to save the role.

Notes

To change an existing role, click ⋯ at the end of its row: Edit, Disable, or Delete. To change several at once, select their rows. See Working with lists.

Changing a role’s permissions affects every user assigned to it. Plan roles around the tasks each group of staff needs to perform.

Troubleshooting

If a user is missing an action, check the permissions on their role and confirm you have permission to view roles & permissions.

Users