How to Assign Dashboard Access to Employees

Introduction

Efficiently manage your restaurant's operations by learning how to assign dashboard access to employees on eatOS. In this guide, we'll walk you through the simple steps to grant tailored access levels, empowering your team members with the right tools for their roles. Whether it's providing managerial oversight or streamlining specific tasks, assigning dashboard access ensures a secure and well-organized work environment. Join us as we explore the user-friendly features of eatOS, allowing you to customize access and enhance collaboration within your restaurant team.

Table of Contents

Grant Specific Employee Full Dashboard Access
Grant Specific Role Full Dashboard Access
Grant Limited Dashboard Access to a Role

Grant Specific Employee Full Dashboard Access

Step 1: On your eatOS Dashboard navigate to the left side navigation bar and tap on Workforce



Step 2: Next tap on Employees



Step 3: Select the employee that you want to grant the dashboard access by hovering over them and tapping the Edit Icon



Step 4: Navigate down to the Dashboard Permission and toggle on the Full Access

Note: When employees are invited with dashboard access, they will be required to verify their account by registering through the verification email sent out. This process involves receiving a temporary password and creating a new personalized pass.




To grant either full or restricted dashboard access for the specified role, follow the instructions below:

Grant Specific Role Full Dashboard Access

Step 1: On your eatOS Dashboard navigate to the left side navigation bar and tap on Employee



Step 2: Next select Roles



Step 3: From the list hover over the preferred role and tap on the Edit Icon



Step 4: Then navigate to the Module Permission and enable the Full Access toggle button

Grant Limited Dashboard Access to a Role

Step 5: To grant limited dashboard access to a role, select the module that you don't want the role to have access to.



Step 6: Then disable by tapping on the toggle button of the selected module or uncheck the modules that you don't want the role to have access.




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Updated on: 08/08/2024