User Roles and Permissions

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

User Roles and Permissions

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