How to add staff and set up their permissions for your restaurant?
Adding Staff and Setting Permissions
We've made adding staff members and setting permissions quick and easy.
First, go to the Staff section in the left sidebar. You can create new staff members or modify existing ones from your staff list.
Here you can see all your staff members. To add a new staff member, click the "Add Staff" button in the top right corner. A new window will open where you'll need to fill in the details and permissions for the new staff member. Then, click "Add".
Form Inputs Explained
- First Name
- Last Name
- Telephone
- Email (must be unique within the system)
- Password - Please choose a strong password.
- Avatar - Recommended if you want to feature the staff member on the homepage.
- Job Title - Recommended if you want to feature the staff member on the homepage.
- Show on Homepage - Displays the staff member's name, job title, and avatar on the homepage.
- Permissions - Customize permissions for each staff member as needed.
- Business
- Update - Only managers should have this permission, as it allows modifying business information, including payment methods.
- Menu
- Update - Allows updating the menu, including categories, products, and product option values.
- Delete - Allows removing items from the menu (categories, products, product options, and values).
- Orders
- View - Allows viewing orders.
- Update - Allows updating orders.
- Delete - Allows deleting orders.
- Tables
- View - Allows viewing all tables.
- Update - Allows modifying tables.
- Delete - Allows removing tables.
- Customers
- View - Allows viewing customers.
- Update - Allows updating customer information.
- Delete - Allows removing customers.
- Staff
- View - Allows viewing all staff members.
- Update - Allows updating other staff members.
- Delete - Allows removing other staff members.
- Reservations
- View - Allows viewing all reservations.
- Update - Allows updating reservations.
- Delete - Allows removing reservations.
- Ingredients
- View - Allows viewing ingredients.
- Update - Allows updating ingredients.
- Delete - Allows removing ingredients.
- Events
- View - Allows viewing all events.
- Update - Allows updating events.
- Delete - Allows removing events.
- Event Ticket Types
- View - Allows viewing ticket types.
- Update - Allows updating ticket types.
- Delete - Allows removing ticket types.
- Event Venues
- View - Allows viewing event venues.
- Update - Allows updating event venues.
- Delete - Allows removing event venues.
- Event Orders
- View - Allows viewing event orders.
- Update - Allows updating event orders.
- Delete - Allows removing event orders (not recommended; modifying the status is preferred).
- Event Tickets
- View - Allows viewing ticket details.
- Update - Allows updating tickets (e.g., scanning tickets and marking as entered).
- Delete - Allows removing event tickets (not recommended).
- Promos
- View - Allows viewing promotions.
- Update - Allows updating promotions.
- Delete - Allows removing promotions.
- Waitlists
- View - Allows viewing waitlist details.
- Update - Allows updating waitlist entries.
- Delete - Allows removing waitlist entries.
- Business
This level of permission flexibility allows you to easily restrict staff access to only the features they need to perform their jobs. For example, you can quickly set up permissions for waiters to manage orders or for hostesses to manage reservations (view and update).