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.

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