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- Click on User Access and then select Users
- Click on Add and enter the details for the new user you wish to add. Select the area the user’s Outlet is attached to, and then select the name of the Outlet they will have access to. Enter their first name, surname, username, password and email address
- You have the option to add quick links which are displayed on the user’s home page allowing them a single click access to the relevant link. Place a tick in the boxes of the quick links you wish the user to have access to and then click
You will now be taken to the Outlet permissions screen for this user, by placing a tick in the box next to the permission, the user will have access to the relevant section
Company
Today - access to the Company Intranet
Close Period - allows a user to close and open weeks
Contacts - access to the contacts directory
Suppliers - access to the Outlet supplier directory
Clients - access to add and configure Credit Sales Clients
Budgeting - access to configure budget information
Assets - access to configure the asset list for the Outlet
Documents - access to the document library
Monitoring - Only used when the monitoring module has been set up
Expenses - access to the expenses tool if this has been set up
Finance
Income - access to record income - cash and swipe sales, internal sales and credit sales
Purchasing - access to record invoices and credit notes, local cash purchases and estimates
Banking - access to record banking information
Cash Transfers - access to log cash transfers out of an outlet
Cash Up - access to record daily cash in hand
Requisitions - access to raise requisitions
Setup - access to configure finance setup for the Outlet
External Cost Transfers - access to transfer invoice values between outlets
Show Change Delivery In - access to allow an outlet user to record change delivery in
EmploymentEmployment
Staff Rota - access to the staff rota
Staff Records - access to configure staff records information
Staff Records (Banking / Rates) - access to show the finance information on the staff rota
Staff Records (View Only) - restricts the users to only have the ability to view staff records
Staff Records (Personal Tab Only) - restricts the users access in the staff records to view the personal tab only
Labour Transfers - allows the user to transfer monetary labour values between outlets
Holidays - access to request holidays for staff members in the outlet
Setup - access to configure rota departments in the Outlet
Staff Pay Rate (Hour) - allows the user to per hour pay rates
Staff Pay Rate (Day) - allows the user to see per day pay rates
Staff Pay Rate (Week) - allows the user to see per week pay rates
Staff Pay Rate (Month) - allows the user to see per month pay rates
Staff Records (Transfers) - allows the user to permanently transfer staff members to another outlet permanently
Staff Records (Rules) - allows the user to configure TUPE rules for each staff member
Staff Rota (Bonus) - allows the user to add an extra payment for a staff member
Show Past Staff - allows the user to view past staff records
Stock taking
Stock takes - allows the user to record stocktakes
Stock transers - allows the user to record stock transfers
Products - allows the user to view recipe products and both nutrition and allergen information
Recipe Manager - allows the user to create new recipes for their outlet
Setup - allows the user to add and configure stock and order sheets
Archiving Users
When a user leaves, it is the responsibility of the Gatekeeper to deactivate user accounts.
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