> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Configure Employee Job and Role Settings


### Introduction

Our user permissions system simplifies complex task management. You can streamline their workload and enhance productivity by assigning custom job roles to each user. Grant each employee specific permissions tailored to their job role, enabling them to tackle tasks efficiently and reach their full potential.

To manage user permissions quickly and easily, navigate to the employee setup section in the dashboard.

 
### Table of Contents

* [ **Employee Job Types** ](#3-employee-job-types)
* [ **How to add a new job type** ](#3-how-to-add-a-new-job-type)
* [ **How to edit and archive a job type** ](#3-how-to-edit-and-archive-a-job-type)
* [ **How to unarchive and permanently delete a job type** ](#3-how-to-edit-and-archive-a-job-type)
* [ **Employee Job Role** ](#3-employee-job-role)
* [ **How to access an employee's job role** ](#3-how-to-access-an-employee-job-role)
* [ **How to add a new role** ](#3-how-to-add-a-new-role)
* [ **Employee Departments** ](#3-employee-departments)
* [ **How to create or add a new department** ](#3-how-to-create-or-add-a-new-department)
* [ **How to edit and archive a department** ](#3-how-to-edit-and-archive-a-department)

---

### Employee Job Types

A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities

Job types define the employee position with a set of permissions and access. A user or employee can be assigned multiple job types with different permissions.

With job types, you can tailor-make a position that assigns employees the perfect range of permissions and privileges, allowing them to explore brand-new opportunities while keeping their data secure. 

---

### How to add a new job type

${vimeo}[How to Add New Job Type](998193226)

**Step 1:** Navigate to the **Workforce** tab on the left navigation bar and Tap **Job Type**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1y3ertr.png)

**Step 2:** Select **New Job Type** 

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_rduuyf.png)

**Step 3:** Enter the required information

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_oom9zd.png)

| Field | Description |
| ---- |
| Job Type Name* | Enter the job name |
| Job code* | Enter the job code |
| Job type color | Select the preferred job type color |
| Default rate* | Enter the applicable hourly rate |
| Overtime rate* | Enter the applicable overtime rate |
| Double rate* | Enter the applicable double rate |

**Step 4:** Tap **“Save”** to save new job type

---

### How to edit and archive a job type

${vimeo}[Editing and Archiving Job Types](990682976)

**Step 1:** To edit the employee job type, tap the **“Edit”** icon and update the required information.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1kehih7.png)

**Step 2:** To delete or archive a job type tap the  **“Archive”** icon

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_15o97li.png)

* Tap **“Yes, archive it!”** to confirm or **“Cancel”** to go back without deleting job type

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1j9al1b.png)

---

### How to unarchive and permanently delete a job type

${vimeo}[Unarchive and Permanently Delete Job Types](990692666)

**Step 1:** To unarchive, select the **“Archive”** tab, click the 3-dot icon, and select **“Unarchive”**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_168d9mt.png)

**Step 2** Tap **“Yes, unarchived it!”** to reactivate or tap **“Cancel”** to remain on the archive

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_t7x26.png)

**To permanently delete**

**Step 1:** Select the **“Archive”** tab, click the 3-dot icon, and select **“Permanently Delete”**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1atxcib.png)

**Step 2**Tap **“Yes, permanently delete it!”** to confirm or **“Cancel”** to go back to the archive

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_74gbe9.png)

---

### Employee Job Role

The job role provides the tool to create and assign a specific set of provisions to employees. All roles and permissions can be adjusted by the system admin using the tool, which needs to be redefined or adjusted.

You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role, like your restaurant manager. If access is granted, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.

Users or employees who have access permission granted to view complex information about your restaurant.

### How to access an employee's job role

${vimeo}[Accessing and Adding a New Employee Role](989548457)

From your [eatOS Dashboard](https://dashboard.eatos.us/), navigate through the **Workforce** and select **Roles.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1p0c5xh.png)

This section allows you to add or update **permission** and access depending on the employee's role.


### How to add a new role

**Step 1:** Navigate to the Employee tab on the left navigation bar and tap **Roles**  

**Step 2:** Click **New Role** 

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_wo2u6p.png)

**Step 3:** Input the **Role Name** and select **Department.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1hn4km.png)

* Toggle on the **Full Access** button to enable all permissions except for managing transfers and bank accounts.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_526ecm.png)

**Step 4:** Search for specific permission or scroll down to select one depending on the Roles

**Step 5:** Once Permission is selected, sub-permissions are displayed on the right. Select limited access on sub-permissions or select all, depending on your preference.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_j4uma1.png)

---

**Employee Departments**

Departments serve as a division of your team’s functions and help you establish employee responsibilities.

### How to create or add a new department

${vimeo}[Accessing and Adding a New Department](989548499)

**Step 1:** Navigate to **Workforce** on the left navigation bar and Tap **Department**  

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_199uha6.png)

**Step 2:** Tap **“New Department”** 

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1jb1oxh.png)

**Step 3:** Enter the department name. Tap **“Save”** to save the new department

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_z4saih.png)

---

### How to edit and archive a department

${vimeo}[How to edit and archive a department](990660625)

**Step 1:** To edit tap the  **“Edit”** icon, and update the department

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1wu06xk.png)

**Step 2:** To delete or archive a department tap the **“Archive”** icon

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_dve7mw.png)

* Tap **“Yes, archive it!”** to confirm or **“Cancel”** to go back without deleting department

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_b56mev.png)

[ **Back to Top** ](#3-introduction)