Here is the document about the Permissions for the User Roles. In DinePlan, every user who wants to login to the DinePlan Application should have a Role Attached to it and User Role has the Permissions
Category | Permission Name | Description |
Navigation Permissions
This Category Permission is mainly for the user to Login to the different part of the Dashboard of the Application
| Open Navigation | Would you like the User to see the Dashboard or not |
| Open FrontDesk | Do you allow the User to Open Front Desk?
Front Desk helps the user manage the Petty Cash Expenses, Report
This permission must be given for the Other Permissions like Open Quick Reports, Open Reports, Open Till Transactions to be enabled.
|
| Open BackOffice | Do you allow the User to Open Back Office?
BackOffice helps to manage the Printers, Change Automation. |
| Open WorkPeriods | Do you allow the User to Open WorkPeriods?
It helps to manage the Day or Shift |
| Open Tickets | Do you allow the User to Open Tickets Button?
Tickets Page helps the user to see the Previous Tickets or Print Duplicate or Sync from DineConnect |
| Open POS | Do you want the user to Open the POS |
| Open Quick Reports | Do you allow the User to Open Quick Reports?
It helps to manage the outlet sales report.
If we give this permission to the user, the user should be accessible to reports and we can control what individual report user is accessible to see. |
| Open Till Transactions | Do you allow the User to Open Till Transactions?
|
| Open Custom Reports | Do you want the user to see the Custom Report at the Outlet or not |
WorkDay Permissions
| Start WorkPeriods | Do you want the User to Start the WorkPeriods or Work Day |
| End WorkPeriods | End the Day or not will be controlled via this Permission for the User |
| Reset WorkShift | Do you allow the user to reset the WorkShifts after it is closed?
There are times the user enters the wrong amount and they would like to enter it again.
|
| End WorkShift | Do you want the User to End the Shift |
| Display Old Work Periods | The user is allowed to Filter the Old WorkPeriods or not
 |
| Display Old Work Shifts | The user is allowed to Filter the Old WorkShifts or not |
Ticket Permissions | Add Items To Locked Tickets | Once the Bill is taken from the Table, Ticket will be locked. Do you allow the user to add items to the Table or Ticket once the bill is raised? |
| Move Orders | Do you allow the user to move the Order from the Locked Ticket or Table to other Table? |
| Move Unlocked Orders | Do you allow the user to move the Order from the UnLocked Ticket or Table to other Table? |
| Change Item Price | Do you allow the User to change the Price of the Product? |
| Display Old Tickets | The user is allowed to Change the Dates in the Ticket Explorer. It helps to user to check only the Current Day Tickets.
 |
| Display Other Waiters Tickets | Does the User is allowed to see the Other User Created Ticket in the Table or not. |
| Display Ticket | Do you allow the User to see the Ticket from the Tickets Page or not ?
 |
| Display Total in Ticket Explorer | Do you want the user to display the Total or not ?
 |
| Re-Open Non-Current Period Tickets | Do you want to open the Closed Ticket in the previous WorkDay or not? |
| Change Entity | Do you allow the User to change the Table once the Ticket has been sent to Kitchen? |
| Print Ticket | Do you want to User to Print the Duplicate Ticket from the Tickets Page? |
| Merge Tickets | Do you allow the User to Merge Tickets or not? |
Department Permisisons | Change Department | Do you allow User to change the Department or not.
If this permission is disabled, user can see only the Allocated department for the Role after logged in. |
Reporting Permissions | Print WorkDay Report | Do you allow the User to Print the WorkDay Report from the Work Day Page or not |
| Print WorkShift Report | Do you allow the User to Print the WorkShift Report from the Work Shift-Page or not |
| Print Till Transactions Report | Do you allow the User to Print the Till Transactions Report or not while adding the Till Transactions?
Till Transactions are Petty Cash Expenses. |
| Change Report Date | Do you allow the User to filter the Date in the Quick Reports Page ? |
| Display Today Date | Do you display only the Current Date in the Report Automatically? |
All other Permissions are related to the Report to be displayed or not for the User. The reports are
Report Category | Report Name | Description |
GENERAL | Product List Report | All the Products or Menu Items in the Locations |
| Menu Item Sync Report | Displays all the Products or Menu Items which are not synced to the DineConnect |
| Till Transactions Report | Report for the Till Transactions |
| Log Report | Audit Log Report |
| Active Promotions Report | It displays the Current Active Running Promotions in the Outlet. |
DAY-SHIFT | Work Day Report | Complete Day Report - We can call it as Z Report |
| Work Shift Report | Current Shift Report - We can call it as X Report |
ITEM | Item Sales Report | Complete Item Sales Report |
| Item Portion Sales | Sales Report by Item Portion |
| Item Category Sales Report | Item Sales Report by Category |
| Item Department Sales Report | Item Sales Report by Department |
| Item Discount Report | Item Sales by Item Discount |
| Item Hourly Sales Report | Item Sales by Hourly |
| Item User Sales Report | Item Sales by User |
TICKET | Tickets Report | Display Individual Ticket Report |
| Tickets Tax Report | Ticket Report by Taxes |
| Ticket and Orders Report | Displays Order in Each Ticket |
| Tickets Hourly Sales Report | Ticket Report by Hourly |
| Order State Report | Displays Order and its State in each Ticket |
| Void Report | Item Void Report |
| Gift Report | Item Gift Report |
| Comp Report | Item Comp Report Comp is called as Comping which means Wastage |
| Ticket Tag Group Sales Report | Report by Ticket Tag. For example, PAX |
| Ticket Tag Item Sales Report | Report by Ticket Tag for each Item |
GROUP | Item Category Sales Report | Just a Group Sales Report by Category |
| Item Tag Sales Report | Just a Group Sales Report by Item Tag |
| Item Category Date Sales Report | Just a Group Sales Report by Category and Date |
ENTITY | Ticket Table Report | It gives the Report by Tickets which has occupied the Table |
MEMBER | Member Report | DinePlan Member Sales Report |
| Member Summary Report | It gives the Complete Member and Usage of Items Tickets |
SUMMARY | Payment Summary Report | The report which helps to see the Tickets by its Payment |
| Daily Sales Summary Report | It gives the Report by Date |
DELIVERY | Deliverer Report | It gives the Report for the Deliver |
| Deliverer Summary Report | It gives the Report for the Deliverer Summary |
| Deliverer Tag Summary Report | It gives the Report for the Deliverer by Ticket Tag for the Delivery |
The Excel for the List of Permissions can be downloaded from Repository Link
In DinePlan, if the Login User has the Admin Checked, the user can do the tasks even if it is Permission is not enabled. In Back Office, there is a setting called Restrict Permission from the Program Setting. It will stop the following permission for the user to perform even if its the Admin Checked. Here are the restrict permissions currently available.
Re-Open Non-Current Period Tickets |
Open Navigation |
Open FrontDesk |
Open BackOffice |
Open WorkPeriods |
Open Tickets |
Open POS |
Open Quick Reports |
Open Till Transactions |
Open Custom Report |
Open Reserve |
Open Message |