USERS - Role List
- Hashmato Team
On DinePlan POS, every user can have different permissions on POS. With different permissions, different users are allowed to access different modules on Dine Plan.
In this document, we will understand different user permissions and How to create different roles and assign different permissions to these roles.
Create Roles
STEP 1: Go to BACKOFFICE --> USERS --> ROLE LIST. The following page appears.
STEP 2: To add a new Role, Click on ADD USER ROLE.
Add a Name, Select the department, Select permissions (Permissions are explained in detail below), and Save.
PERMISSIONS
NAVIGATION PERMISSIONS - These Permissions are mainly to log in to the different parts of the Dashboard on the POS. The below picture is the Navigation screen or the home page of the POS.
Open Navigation Screen | This permission to the Navigation screen. If this is not enabled the user directly enters the ordering page. |
Open Front Desk | This will enable the FRONT DESK section on the navigation screen. |
Open Reports | This permission enables the REPORTS section in the Front desk section and gives the user access to the Reports. We can further control which reports the user has access to. |
Open Expense Income | This allows the user the permission to open and use the TILL TRANSACTION section. |
Open Back Office | Enables the BACKOFFICE section to the user. |
Open Workday | This enables the WORKDAY section on the Navigation screen. |
Open POS | This enables the POS section on the Navigation Screen |
Open Tickets | This enables the TICKETS section on the Navigation screen. |
Open Custom Reports |
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DEPARTMENT PERMISSIONS - Permissions to access different departments.
Departments | This permission is to Select the department for the user. |
Change Department | To allow the user to switch between different departments this permission has to be checked. |
WORKDAY PERMISSIONS - These are the Work Day and Work Shift related permissions.
Start of the Day | This permission will allow the user to start the Workday and then Work Shift. |
Training | This enables the Traning buttons on the Workday page. |
End WorkShift | This enables the End Workshift button. |
End WorkDay | This permission allows the user to end the workday. |
Reset Workshift | Reset workshift workshift button will be enabled and the user is allowed to make the changes in the settlement. |
Display Old Workperiods |
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Display Old Workshifts |
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Change Float Amount |
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TICKET PERMISSIONS -
Change Price |
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Change Entity |
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Add items to locked tickets |
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Move Items |
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Merge Tickets |
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Display old tickets |
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Re-open non-current period tickets |
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Move Unlocked ticket Lines |
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Display other waiters tickets |
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Display Ticket |
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Print Ticket |
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Display total in ticket explorer |
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