How to Create a Custom Employee Permission Role

Overview:

This article will give step-by-step instructions on how to create a custom employee permission role. This article will be useful if one of the default permission roles does not fit your business needs and includes a detailed video above. (for information on how to create an employee, see this article: How to Create and Edit an Employee).

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

Access to the following module:

• Employees
  • Must have admin- or manager-level permission

Steps: 

Follow the below steps to create a custom employee permission role: 

1. Click on the top left module dropdown and select Employees
2. Click Edit Permissions
3. 
4. Click Add New
5. 
6. In the Role Name field, type in the name (e.g.: Pro Shop Staff, F&B Server, etc.), select from the Base Role dropdown the base role for the custom employee role you are creating (for more information on the base roles, see the FAQ below or hover over the question mark icon), and click Save
7. 
8. You are now ready to start customizing what permissions this employee role with have access to within each module. Start by using the down arrow to expand the various module sections to customize the permissions
9. 
10. Once you have finished customizing the custom employee permission role, click Save Changes in the bottom right
11. You are now ready to start assigning this permission role to your applicable employees. To do so, please start with step 9 under the Steps: Part One section of this article

FAQ

Q: What do the different default Base Roles mean?

A: There are three options for the parent role. Here are the details of each role:

1. Employee: The base employee role does not allow the employee to do the following things: delete sales, access sales settings, give discounts larger than the max discount, and edit employee roles.
2. Manager: The base manager role does not allow the manager to delete sales.
3. Admin: The base admin role has access to all aspects of the software.

Note: All base permissions will be overridden by the advanced employee permissions.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737