Creating a Head Office User - P17
Introduction
This guide shows how to create a Head Office user record.
Assumptions
That the user will have Head Office permissions.
Where to find this
Click on User Access > click Head Office
Step-by-Step guide
Step 1. Click add and enter the details for the new user you wish to add.
Select the area the user is attached to, if they are not attached to a single area, leave this as N/A.
Enter their first name, surname, username, password, email address and ideally telephone number:
Click on ADD HEAD OFFICE USER > Confirm you want to add this head office user and click OK.
Step 2. You will now be taken to the Head Office 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
Contact Directory – access to the company contact directory
Marketing – access to the company marketing library
Expenses – access to record expenses
Expenses (Super User) – access to record expenses and run reports for all staff recording expenses
Content
Contact – permission to add contacts to the company contact directory
Documents – permission to upload documents to the company intranet
Marketing – permission to upload documents to the company marketing directory
Headlines – permission to upload headlines to the company intranet
HR
Status – access to the HR status page
Staff Records – access to view staff records
Authorise – permission to authorise staff record changers and holiday requests
Headlines – permission to upload HR headlines to the company intranet
Training – access to the HR Training module
Vacancies – permission to upload new vacancies to the company intranet
Holiday Requests (Delete) – the ability to delete holiday requests
Staff Records (Admin) – permission to view a limited section of the staff record
Staff Records (Rules) – permission to amend staff record rules
Staff Records (Payroll) – permission to view the payroll section of a staff record
Outlets
Outlets (inc all permissions) – permission to access all Outlets from Head Office
Outlet Monitoring - access to view the Outlet Monitoring Module
Set Up – access to the company set up information
User Access
Head Office – permission to create Head Office Users
Outlets – permission to create Outlet Users
Documents – permission to assign access permissions to uploaded documents
Finance
Data Export – the ability to request data exports
Transactions – the ability to search for transactions in Outlets by reference number
Audit Trail – access to view the audit reports for data exports
Client Accounts – access to assign head office costs to units
Requisitions – access to view and authorise (if allowed) requisitions
Tronc – access to the tronc module
CRM
Companies – access to view all companies in the CRM
Sectors – ability to add sectors
Types – ability to add business types
Permissions – ability to assign permissions to CRM users
Administrator – ability to enter CRM information
Enquiries – ability to view CRM enquires
Able to Delete (Enquiries) – ability to delete CRM enquiries
Purchasing
Requests – ability to approve supplier requests from Outlets
Complaints – ability to view supplier complaints raised from Outlets
Favourites – ability to assign suppliers to Outlets
Suppliers – ability to add and amend supplier information
Group Suppliers Plus – access to view additional supplier information
Assets – ability to view assets recorded in Outlets
Supplier Auditor – ability to tag user as an auditor (for Audit Module)
Recipe Manager
Dishes – ability to add and edit recipes
Categories – ability to add and edit dish categories
Locations – ability to add and edit recipe locations
Headlines – ability to add RM headlines to the company Intranet
Surveys
Questionnaires – the ability to add questions for surveys
Surveys – the ability to build a survey
Mileage Rates
Only applicable if Expense Module is being used
Once you have allocated the relevant permissions for the new user click UPDATE PERMISSIONS
NOTE : If you have allowed access to Outlets for Head Office user you will have to allocate them permissions for Outlets
Once you have set the permissions, select UPDATE PERMISSIONS.
Step 3. After the Head Office user has been created, the relevant email alerts can be set by clicking on the name of the user and by placing a tick in the relevant boxes:
Select UPDATE HEAD OFFICE USER to save your changes.
Step 4. If you selected Outlets under the header Outlets (during user creation):
then the Head Office user will have access to the outlets and upon returning to the User list, you will be able to select which permissions the Head Office user should have at Outlet level:
Select [Outlet Permissions] to allocate these to the user.
Select UPDATE PERMISSIONS to confirm the changes.