For owners

Roles and access permissions

Restrict sections and actions for waiters, cooks, managers or other positions.

Restrict sections and actions for waiters, cooks, managers or other positions.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

Sign in to the appropriate workspace and check the establishment name at the top of the page.
Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
If an option is missing, check your plan and your role's permissions.

Setup steps

Open Roles. Select an existing role or create a new one.
Select the permissions. Grant only the necessary view, create, edit and delete permissions.
Configure the employee's menu view. Choose how categories are displayed, if this setting is available for the role.
Test with a separate account. Do not use the owner's session for this check.

Staff section — Staff section: use the section names as a guide; values in your account may differ.

Check the result

The employee cannot see hidden sections or perform a prohibited action by opening a direct link.

Troubleshooting

Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.

Next steps

How to add an employeeCreate an employee, assign a role and establishment, and set sign-in details.Hourly pay, shift pay and commissionConfigure pay for a role: hourly or per-shift pay, plus commission on all or selected categories.Starting and ending shiftsTrack actual start times and collect the information needed to calculate pay.Training and gamificationCreate training modules, lessons, assessments, tasks and rewards for your team.