Dashboard Workforce - Roles

Introduction

The Employee Job Role feature in our system provides you with a powerful tool to efficiently manage and assign specific provisions to your employees based on their responsibilities. This guide will walk you through how to set up and manage job roles for your employees, allowing you to customize their access and permissions as needed.

Table of Contents

Understanding Employee Job Roles
Accessing the Employee Job Role Feature
How to add a new role

Understanding Employee Job Roles

Job roles enable you to define a distinct set of permissions and access levels for your employees. These roles can be tailored and adjusted by your system administrator whenever necessary. This feature empowers you to configure access to various aspects of your business operations, including menus, payments, restaurant settings, customer data, accounts, and reports. By assigning specific roles, such as 'Restaurant Manager,' you can ensure that employees have appropriate access to the data and functionalities relevant to their responsibilities.

Accessing the Employee Job Role Feature

Learn how to access and utilize the Employee Job Role feature by watching this short video tutorial:




Follow these steps to access the employee job role:

Step 1: Accessing the Feature -
Log in to your eatOS Dashboard and navigate to the Workforce tab. Under this tab, then select Roles.



Step 2: Adding or Updating Permissions -
In this section, you have the flexibility to add new permissions or update existing ones based on each employee's role.

How to add a new role

Follow these steps to add a new role:

Step 1: Initiating Role Creation -
Click on the "+ New Roles" or "Create Role" option, depending on your system's interface.



Step 2: Naming the Role -
Input a suitable name for the new role you're creating. You can be descriptive to help you easily identify its purpose. Select the designated department.



Step 3: Setting Full Access-
Toggle on the Full Access button if you want to grant all available permissions to this role. This will exclude permissions related to managing transfers and bank accounts.



Step 4: Selecting Permissions -
Use the search bar or scroll through the list to find specific permissions that align with the role's responsibilities. Once selected, you'll notice sub-permissions displayed on the right side.



Step 5: Customizing Sub-Permissions -
Tailor the role's access further by selecting limited access on sub-permissions or choosing all sub-permissions if they're relevant to the role.



By following these steps, you can effectively create and customize roles for your employees, ensuring that they have appropriate access to the necessary tools and information for their designated tasks.

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Updated on: 12/04/2024