I have created new roles for my outlet and want to add the same to my HQ/I want to assign roles to my staff/ I want to edit the permissions given to my staff.
This article contains two sections, namely-
How to create new roles and permissions using the Staff Center in HQ?
Using Easyeat’s staff center feature allows the owner to create new roles and assign them to their respective staff. This helps them track which staff members can access HQ and POS and specify the permissions they have against their role in the business.
Defining different roles and their permissions is an important part while setting your staff in the system as no one would want to provide same access to an owner and a waiter. For instance, Mostly the waiter's access could be limited to accepting or creating new orders and may not include access to-
- editing menu items, or
- checking reports, or
- using staff center, or any such function that is the management's concern.
The staff center feature can be accessed from the HQ of an outlet.
Steps
Step 1- Login to your HQ account.
Step 2- Navigate to the ‘Staff Center’ option from the side menu.
Step 3- Open the Roles and Permissions tab from the title bar.
Here, the above-mentioned roles will be pre-added to your outlet by default. To add a new role click on the Click New Roles button in the top right corner.
Step 4- Now, this is a two-step process. In the first step, the owner has to specify the name of the role and whether this role has access to POS/HQ or not.
Here, we want to create a role named ‘Host/Hostess’. We want our host to have access to cashier and orders section mainly to be able to create and settle orders along with a few other permissions. However, we do not want to provide HQ access to the staff with this role. Now depending on the requirements access to POS/HQ can be given to them by clicking on the toggle in front of them.
Step 5- Further, we can set the permissions i.e. take action, edit property and view a section. In our case, we want to provide the ‘Host/Hostess’ role customized access to POS as reflected in the screenshots below.
View access to all the properties has been provided, edit access to a few properties and take action access to properties like hiding menu items, opening cashier, creating orders, etc. has been shared with this role.
Similarly, the owner can decide on the HQ access and customize the permissions based on the requirements. To enable the staff to access the HQ, a link will be shared with them on their provided mail id. They have to click on the link to register and set their password.
Step 6- Next step in the process is to select the staff for this role. If the staff member is already added to the system i.e. role is being created after the staff has been added, then select the staff from the dropdown menu.
If the staff is yet to be added to the system, then you can assign the role to them while adding new staff in the HQ. Click here to know more.
How to edit existing roles and permissions using the staff center in HQ?
Step 1- To edit the existing roles in HQ, click on the role you want to edit in Staff Centre-> Roles And Permissions. A screen will come up.
Here, we want to assign a staff member to this role.
Step 2-
Here, we have assigned the owner(staff member) the role of ‘Owner’. Apart from that, access to one of the Staff Centre properties has also been edited.
Step 3- Once all changes have been made, click on the Update button in the top right corner.
And the users have been updated from zero to 1 here.
In case, you want to delete a role click on the Delete button beside the update button.