> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.eatos.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Setup Employee Roles and Department


### Introduction

Efficiently organize and optimize your restaurant's workforce by delving into the process of setting up employee roles and departments in eatOS. In this guide, we'll guide you through the simple steps to customize and structure your team, creating a streamlined and well-defined hierarchy. Whether you're delegating responsibilities or enhancing communication, understanding how to set up employee roles and departments empowers you to foster a cohesive and efficient work environment. Join us as we explore the intuitive features of eatOS, providing you with the tools to tailor your employee management to the unique needs of your restaurant.

### Table of Contents

* [ **Accessing and Adding a New Department** ](#3-accessing-and-adding-a-new-department) 
* [ **Accessing and Adding a New Employee Role** ](#3-accessing-and-adding-a-new-employee-role) 
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### Accessing and Adding a New Department

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

**Step 1:** Navigate to the left side navigation bar, and tap on **Employee**.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_16olhx9.png)

**Step 2:** Next tap on **Department** , you will be redirected to the **Department List**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1gg0l4s.png)

**Step 3:** Tap on the **+ New Department** button.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1ezbgx9.png)

**Step 4:** Provide the **Department Name** and tap on **Save** to keep the changes or **Cancel** to revert the changes made.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1k481yk.png)
---

### Accessing and Adding a New Employee Role

${youtube}[How to add a New Role](O9avV-MBlps)

**Step 1:** Navigate to the left side navigation bar and tap on **Employee**.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_m5ih3n.png)

**Step 2:** Next tap on **Roles**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_ekbch1.png)

**Step 3:** To add a new role, tap on the **+New Role** button.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_13q8emf.png)

**Step 4:** Fill in the needed information for the new role.

|| Note: Before configuring a new role for an employee, make sure you have added a department, as you will be prompted to select a department after naming the role.

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

**4a.** Create a new **Role Name**.
**4b.** Assign a **Department** for the new role.
**4c.** Enable or disable the **Full Access** toggle button 
**4d** Manage your **Menus** by tapping on the checkboxes that you want the new role to have access to. 

|| Note: You can grant access to execute sales transactions and manage orders by enabling the **Menus** option. Arrange the accessible permissions according to your preference by dragging them up or down if you have enabled **Full Access.**

**Step 5:** Lastly tap on the **Save** button to keep all the modifications made for the new role or tap on **Cancel** to revert all the changes made.

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