Managing User Permissions - Advanced Roles

This article outlines the different permissions an Administrator can grant to a Dashboard user, and a breakdown of what each permission will enable the user to do. Advanced Roles gives you more control over what access you give to your Dashboard Users and is different from the standard user settings which are applied to a venue by default.

'Advanced Roles' Permissions

With the 'Advanced Roles' feature flag enabled for a venue, the following permissions can be selected for a User. Just one permission could be selected, or a combination, depending on what role the user carries out at the venue:

Open

Permission Levels

See each permission level and what abilities they give the user on the Dashboard.

Administrator

By selecting ‘Administrator’ level, the user will automatically be assigned to all of the permissions available, which will enable them to access all of the administration sections of the dashboard, as well as allowing them to add/delete/edit other users access and permissions (Manage Users).

When the Administrator level user logs into the dashboard for the venue, they will be able to see and interact with all of the administration sections available, highlighted below. This is the same as the Administrator user permission in the regular permissions setup.

Open

This level would commonly be used by:

• Venue Owners/Management

• Departmental Management and Administrators

• Head of Departments

• Support Teams

View Analytics

By granting a user the ‘View Analytics' permission only, this will allow the user to view the ‘Analytics’ and 'Orders’ administration sections of the Dashboard.

This allows the user to view and interact with a variety of reports for the venue such as sales history, customer history, promotional history, as well as historical orders.

While you can see the Orders page, you cannot action a refund or a cancellation.

View Restricted Analytics

By granting a user the ‘View Restricted Analytics' permission only, this will allow the user to view a restricted version of the ‘Analytics’ administration section ( Summary and Stock only )

Manage Delivery Zones

Selected on its own, this feature will not provide any administrator rights on the Dashboard for venues that are not offering a Delivery Service. This administrator setting would also require access to be granted to the ‘Venue Settings’ permission - see below.

Manage Employees

Please ignore this as it is for a different product.

Events Manager

This feature will only provide administrator rights on the Dashboard for Events venues.

Manage Operational Hours

By granting a user the ‘Manage Operational Hours' permission only, this will allow the user to view and edit the operational hours of a venue, as well as the hours for specific service offerings for example Delivery or Collection.

Manage Menus

By granting a user the ‘Manage Menus' permission only, this will allow the user to construct and manage menu(s) for a venue including:

• Add/edit/delete menu items including the pricing

• Create modifiers and attach them to menu sections and items

• Add images to items and menu sections

• Hide items and make items Out of Stock

It will also allow the user to create Tags to apply to selected items.

An example of a tag could be ‘Please acknowledge you are over 18 to purchase this product’ that could be attached to an alcoholic beverage.

Operator

This role is only available on the global dashboard, and is only relevant if you have the Hotline package, as it will give the user only access to the Customers tab to place a Hotline order. See here for more details around Hotline.

Manage Offers

By granting a user the ‘Manage Offers' permission only, this will allow the user to create dashboard level promotions (offers)

Manage Outlets

By granting a user the ‘Manage Outlets' permission only, this will allow the user to view and edit customer facing information such as Outlet name and description, and also assign a menu to an outlet.

For full rundown of what you can do with Outlets and Outlet Locations please see this article.

View Kitchen Screen

By granting a user the ‘View Kitchen Screens' permission only, this will allow the user to access the login URL for orders.preoday.com where orders can be managed by the operator, in the absence of POS integration.

Stock Manager

By granting a user the ‘Stock Manager’ permission only, this will give the user access to the Menus tab, but they will only be able to adjust item availability

Venue Settings

By granting a user the ‘Venue Settings' permission only, this will allow the user to access Venue Settings at administrator level, which includes Payments, Notifications, and Styling. This is a substantial user permission.

Manage Venue Groups

This role is only available on the global dashboard and gives the user access to only the Manage Groups tab.