Roles & Tasks

Created by Nefhy Webster, Modified on Mon, 8 Jul at 6:29 PM by Nefhy Webster

Estimated reading time, 35 minutes

Here, you define the categories of users and the actions they can perform within the system. Roles group users according to their permissions and responsibilities, while tasks specify the actions allowed for each role. This ensures secure and efficient management of user access and activities in the system.

Roles
Tasks

Roles

A role is a grouping of users with similar functions and authorization levels, including predefined permissions and responsibilities. These roles are assigned to users to effectively manage their access and actions within a system, allowing for a more organized and secure administration of system resources.

Roles	Description
Administrator	The Administrator is a role that has the highest level of authorization within the system. This role has full permissions to manage all aspects of the system, including creating and deleting users, assigning roles, configuring permissions, maintaining the system, and accessing all data and functionality. Its primary responsibility is to ensure the correct and secure operation of the system.
Basic	The Basic role is an initial, limited level of authorization within the system. Users with this role have restricted permissions and can perform only essential tasks and actions. This role is ideal for users who only need access to basic functions and specific data, without the ability to make significant changes to the system.
Purchasing	The Purchasing role is focused on managing procurement within the system. Users with this role have permissions to perform tasks related to the purchase of goods and services, such as creating and managing purchase orders, interacting with suppliers, and monitoring product inventory. Their main responsibility is to ensure that the purchasing process is carried out efficiently and effectively.
Franchisee	The Franchisee role is designed for users who manage a franchise within a larger system. Users with this role have permissions to operate their franchise autonomously, including inventory, sales, and personnel management, but with certain restrictions defined by the central system. Their responsibility is to operate the franchise in accordance with established guidelines and standards.
Intermediate	The Intermediate role is a medium level of authorization within the system. Users with this role have more permissions than Basic users, but not as many as Administrators. They can perform more advanced tasks and actions, such as managing certain data and configuring specific aspects of the system. This role is ideal for users who need more control and access than Basic roles, but without the full responsibility of an Administrator.

Tasks

Tasks are the specific actions that a user can perform within the system, determined by the permissions assigned to their role. These tasks ensure that each user has access only to the functions necessary to carry out their responsibilities within the organization, enabling secure and efficient management of system resources and processes.

Tasks	Description
Activate Gift Card	Enables the activation of gift cards in the system for later use. This includes the generation of unique card numbers and the allocation of opening balances.
Maintain Cash Drawers	Enables cash register management, including opening and closing cash drawers, performing cash counts to verify the amount of cash, and managing cash transaction records.
Customer Update	Allows management of customer information, including adding new customers to the system, modifying existing data (such as addresses or contact information), and deleting customer records if necessary.
Update Product	Count Enables the tracking and management of inventory by allowing the quantity of products in stock to be updated. This is essential to maintain an accurate record of stock on hand.
Update PO Costs (Purchase Orders)	Allows the updating of costs related to purchase orders. This is useful for maintaining an accurate record of the costs associated with the purchase of products or services.
Employee Update	Allows the management of employee records in the system, including the addition of new employees, the modification of personal and employment information, and the deletion of employees who are no longer with the company.
Update Gift Cards	Allows for the ongoing management of gift cards in the system, including updating balances, deactivating lost or stolen cards, and generating gift card related reports.
Printer Update	Allows you to configure and manage the printers used in the POS system. This includes assigning printers to specific workstations, configuring print formats, and troubleshooting issues related to printing receipts and other documents.
Table Update	Allows the management of tables in a restaurant or cafeteria environment. Allows you to update the availability of tables, change the status of tables (e.g. from occupied to available), and assign tables to specific orders.
Update Item Name	Allows you to update the name of an item in the sales menu, even when there have already been sales recorded for that item. This is useful for correcting product names or making changes to the menu presentation.
Update Promotions	Allows you to manage and update promotions and special offers offered to customers, such as discounts, combos, or temporary promotions.
Recipe Update	Allows you to update the recipes of the products or dishes you sell. This is important to maintain accurate information about ingredients and preparation processes.
Maintain Requisitions	Allows the management of requisitions for products or supplies needed for the business. This can include creating new requisitions, tracking and modifying them.
Maintain Table Section	Allows the management of table sections in a restaurant or cafeteria environment. Allows for the updating of table layouts in different sections of the establishment.
Forced Modifier Manager	Allows the management of the forced modifiers of the products in the menu.
Manage Inventory Adjustment	Allows you to view all inventory adjustments made. This is useful for keeping a detailed record of product stock changes.
Manage Submenu Setting	Allows you to manage settings related to submenus in the main menu. Submenus usually group related products or dishes.
Manage Warehouse	Allows you to manage inventory management in warehouses. This includes receiving of products, transfers, stock tracking and other activities related to inventory control.
Cash Register Management	Allows the management and control of cash registers in the system, including opening and closing cash registers, performing cash counts, checking balances and managing cash transactions.
Manage Category	Allows you to manage product categories in the menu. This is useful for organizing and structuring the sales menu more efficiently.
Manage Menu Category	Allows management of specific menu categories, which may include creating, editing and deleting categories to organize products.
Manage Customers	Allows management and maintenance of customer information in the system, including creating new records, updating existing customer data and deleting customer records if necessary.
Manage System Settings	Allows you to manage general system settings, including parameter settings, tax settings, security options and other system preferences.
Manage Product Count	Facilitates the management of product counts in inventory, which may include creating count records, updating quantities, and reconciling stock.
Manage Employees	Allows you to manage the information of employees using the system, including creating new records, updating personal details, assigning roles and permissions, and deleting employees.
Manage Family	Allows you to manage product families in the menu, making it easy to organize and structure products into specific categories.
Manage Gift Cards	Facilitates the management of gift cards in the system, including the creation of new cards, activation and deactivation, and balance tracking.
Manage Group	Allows you to manage product groups or categories in the menu. This makes it easy to organize related products in the system.
Manage Printers	Facilitates the configuration and management of printers used in the system for printing receipts and other documents.
Manage Loyalty	Allows you to manage customer loyalty programs, including managing points, rewards and offers for repeat customers.
Manage Conversion	Measures Facilitates the management of conversion measures, which can be relevant in environments where products are sold in different units of measure.
Manage Menu	Allows you to manage and maintain the menu of products or dishes offered to customers, including creating, editing and deleting menu items.
Manage Shrinkage	Allows you to manage shrinkage or losses in inventory, including recording and managing the reasons for shrinkage.
Manage Product Shrinkage	Facilitates the management of shrinkage of specific products in inventory, which can be useful for detailed loss control.
Manage Tables	Allows you to manage tables in a restaurant or cafeteria environment, including assigning tables to orders and managing table availability.
Manage Optional Modifiers	Facilitates the management of optional modifiers that customers can choose when placing an order, such as ingredient additions or deletions.
Manage Currencies	Allows you to manage the currencies used in transactions, including setting currency types and exchange rates.
Manage Purchase Orders	Facilitates the management of purchase orders, including the creation, editing and tracking of purchases from suppliers.
Manage Sales Orders	Facilitates the administration of sales orders, including the creation, modification and tracking of sales transactions to customers.
Manage Payments	Facilitates the administration of payments made in the POS system, including management of accepted payment methods and reconciliation of payment transactions.
Manage Purchase Order Payments	Allows you to manage payments related to purchase orders to suppliers.
Manage Product	Allows you to manage detailed information about products in inventory, including creating, editing and deleting product records.
Manage Supplier Products	Facilitates the management of products supplied by specific suppliers, which can be important for supply chain tracking.
Manage Products by Warehouse	Allows management of products in different warehouses, which is relevant in environments with multiple inventory locations.
Manage Promotions	Allows management of promotions and special offers offered to customers, including setting up, tracking and modifying promotions.
Manage Suppliers	Allows you to manage the information of suppliers who provide products or supplies to the company, including creating, modifying and deleting supplier records.
Manage QuickBooks	Can refer to the integration or management of data with QuickBooks accounting software, which facilitates the synchronization of financial and accounting information with the system.
Manage Recipe	Facilitates the management of recipes for products or dishes being sold, including creating, editing and deleting recipes, as well as updating ingredients and preparation processes.
Manage Requisitions	Allows the management of requisitions for products or supplies needed for the business, which may include creating, tracking and modifying requisitions.
Manage Table Section	Facilitates the management of table sections in a restaurant or cafeteria environment, including the assignment of tables to specific sections.
Manage Submenu	Allows the management of submenus in the main menu, making it easy to organize related products into sub-categories.
Manage Inventory Transfer	Facilitates the management of inventory transfers between different locations or warehouses, including the creation and tracking of transfers.
Manage Units	Allows you to manage the units of measure used for products, including the creation and management of available units.
Manage Supplier	Units Facilitates the management of specific units of measure used by product suppliers.
Manage User	Allows the management of user accounts in the system, including the creation, modification and deletion of user accounts, as well as the management of permissions and roles.
Search Products by Supplier	Allows you to search for products based on their supplier, making it easy to locate specific products related to a particular supplier.
Product Shrinkage Calendar	Allows you to view a calendar showing events related to product shrinkage, which can be useful for tracking and planning purposes.
Purchase Order Calendar	Allows you to view a calendar displaying events related to purchase orders, which facilitates the scheduling and tracking of purchases from suppliers.
Product Calendar	Allows you to view a calendar displaying product-related events, which can be useful for tracking product availability.
Load New Count	Allows you to load a new inventory count, which may be necessary after performing a physical count of inventory.
Printer Categories	Facilitates the management of specific categories or configurations of printers used in the system.
Blind Count	Allows for a blind inventory count, in which the actual inventory is not displayed during the counting process, which can help verify inventory accuracy.
Create Inventory Adjustment	Allows you to create an inventory adjustment record, which is useful for documenting changes in product stock.
Create Submenu Adjustment	Facilitates the creation of adjustments to submenus in the main menu, allowing you to modify the availability or configuration of products in subcategories.
Create Warehouse	Enables the creation of a new warehouse or inventory location in the system, which may be relevant in environments with multiple inventory locations.
Create Tills	Allows the creation of till records in the system, which facilitates the configuration of specific outlets.
Create Category	Facilitates the creation of new categories to organize and classify products or dishes on the menu.
Create Menu Category	Allows the creation of a new menu category to organize the main menu items.
Create Customer	Allows the creation of new customer records in the system, which is useful for maintaining an up-to-date database of customer information.
Create Product Count	Facilitates the creation of product count records in the inventory, which may be necessary for tracking and adjustments.
Create Employee	Allows the creation of employee records in the system, including personal information and the assignment of roles and permissions.
Create Family	Allows the creation of new families or product groups to organize the menu or inventory.
Create Gift Cards	Facilitates the creation of new gift cards in the system, including the generation of unique card numbers and the assignment of opening balances.
Create Group	Allows the creation of groups to organize related products or items in the system.
Create Printer	Facilitates the configuration of new printers used in the system for printing receipts and other documents.
Create Conversion Measure	Allows the creation of new conversion measures for products sold in different units of measure.
Create Shrinkage	Facilitates the creation of shrinkage or loss records in inventory, which may be necessary to keep track of losses.
Create Product Shrinkage	Allows the creation of specific product shrinkage records in inventory.
Create Table	Allows the creation of table records in a restaurant or cafeteria environment, facilitating the allocation of tables to orders.
Create Currency	Facilitates the creation of currency records used in transactions and the management of currency types.
Create Purchase Order	Allows the creation of new purchase orders to purchase products from suppliers.
Create Sales Order	Facilitates the creation of new sales orders to record sales transactions to customers.
Create Product	Allows the creation of new product or plate records in inventory.
Create Promotions	Facilitates the creation of new promotions and special offers for customers.
Create Supplier	Allows the creation of new records of suppliers who provide products or supplies to the company.
Create Redeem Code	May relate to the creation of redemption codes for redeeming products or promotions.
Create Requisitions	Facilitates the creation of requisitions for products or supplies needed by the business.
Create Table Section	Allows the creation of table section records in a restaurant or cafeteria environment.
Create Submenu	Allows the creation of submenus in the main menu, making it easy to organize related products.
Create Inventory Transfer	Facilitates the creation of inventory transfer records between different locations or warehouses.
Create Supplier Unit	Allows the creation of records of specific units of measure used by suppliers.
Create Units	Facilitates the creation of records of units of measure used for products.
Create User	Allows the creation of user accounts in the system, including the assignment of roles and permissions.
Disable Employee	Allows you to temporarily or permanently disable an employee's account, preventing access and activity in the system.
Disable Product	Allows you to temporarily or permanently remove a product from the system's sales catalog, making it inaccessible for future transactions.
Editable Recipe Code and Name	This function allows you to change the code and name of recipes in the system.
Editable Menu Name	This function allows you to change the name of the menus in the system.
Editable Product Name	This function allows you to change the name of the products in the system.
Edit Depots	This function allows you to manage and modify the information of the depots in the system.
Delete Inventory Adjustment	This function allows you to delete inventory adjustment records.
Delete Warehouse	This function allows you to delete the information of a warehouse from the system.
Delete Cash Register	This function allows you to delete cash register records from the system.
Delete Category	This function allows you to delete product categories in the system.
Delete Customer	This function allows you to delete customer information from the system.
Delete Product Count	This function allows you to delete product count records from the inventory in the system.
Delete Employee	This function allows you to delete an employee's information from the system.
Delete Family	Allows you to delete product families in the menu.
Delete Gift Cards	Allows you to delete gift card records, managing cards that are no longer valid or have been used.
Delete Group	Allows you to delete product or user groups in the system.
Delete Printer	Allows you to delete a printer from the system.
Delete Conversion Measurement	Allows you to delete a conversion measurement used to manage inventories.
Delete Menu	Deletes an entire menu from the system.
Delete Shrinkage	Allows the deletion of inventory shrinkage records.
Delete Table	Allows administrators to delete a table from the system.
Delete Sales Orders	Allows the deletion of sales order records.
Delete Promotions	Allows the deletion of promotions and discounts from the system.
Delete Vendor	Allows the deletion of vendor records.
Delete Recipe	Allows you to delete product recipes.
Delete Requisitions	Allows you to delete product requisition records.
Delete Table Section	Allows you to delete table sections.
Delete Submenu	Allows you to delete submenus from the system.
Delete Product	Allows you to delete a specific product from the system.
Delete Supplier Unit	Allows you to delete specific units of measure used by suppliers.
Delete Units	Allows you to delete units of measure from the system.
Send Purchase Order Email	Allows you to send purchase orders by email to suppliers.
Export Customers	Allows you to export the list of customers in the system.
Export Employee Commission	Allows you to export employee commission data.
Export Employee Commission Total	Allows to export total data about employee commissions.
Export Commission Items	Allows you to export commission data for items sold.
Export Count	Allows exporting inventory count data.
Export Count (2)	Allows you to export another version or set of inventory count data.
Export Employees	Allows you to export the list of employees from the system.
Export Gift Cards	Enables export of gift card data.
Export Printers	Allows you to export the list of printers configured in the system.
Export Cash Register List	Allows exporting data about cash registers.
Export Sales Order List	Allows you to export the history of sales orders.
Export List of Promotions	Allows you to export data about promotions and discounts.
Export Tables	Allows you to export the list of tables in the system.
Export Employee Movements	Allows you to export data on employee movements and activities.
Export Table Section	Allows you to export data about table sections.
Import Customers	Allows you to load and add customer data into the system from an external file.
Import Employees	Allows you to load and add employee data into the system from an external file.
Import Gift Cards	Allows you to load and add gift card data into the system from an external file.
Import Printers	Allows you to load and configure printer data into the system from an external file.
Bulk Import Cash Registers	Allows you to load and add multiple cash register data into the system from an external file.
Bulk Import Sales Orders	Allows you to load and add multiple sales order data into the system from an external file.
Bulk Import Promotions	Allows you to load and add multiple promotion's data into the system from an external file.
Import Tables	Allows you to load and add table data into the system from an external file.
Import Table Section	Allows you to load and add table section data into the system from an external file.
Print Purchase Order	Allows you to print purchase orders.
Printer Items	Allows you to manage and configure items or products assigned to specific printers.
Cash Register List	Allows you to view a complete list of the cash registers configured in the system.
List of Sales Orders	Allows you to view a complete list of the sales orders registered in the system.
Promotions List	Allows you to view a complete list of the promotions and discounts active in the system.
List Customers	Allows you to view a complete list of customers registered in the system.
List Employees	Allows you to view a complete list of employees registered in the system.
List Gift Cards	Allows you to view a complete list of gift cards issued and active in the system.
List Printer	Lets you view a complete list of the printers configured in the system.
List Tables	Lets you view a complete list of the tables configured in the system.
List Table Section	Allows you to view a complete list of the table sections configured in the system.
Modify Inventory Adjustment	Allows you to modify and update the inventory adjustment records.
Modify Warehouse	Allows you to modify and update warehouse information.
Modify Category	Allows you to modify and update product categories.
Modify Menu Category	Allows you to modify menu categories.
Modify System Settings	Allows you to modify and update the general system settings.
Modify Family	Allows you to modify and update the product families in the menu.
Modify Group	Allows you to modify and update product or user groups.
Modify Allowed Items, Cash Registers	Allows you to modify the items allowed on the cash registers.
Modify Conversion Measure	Allows you to modify and update the conversion measures used to manage inventories.
Modify Menu	Allows you to modify and update menus.
Modify Shrink	Allows you to modify and update inventory shrinkage records.
Modify Forced Modifier	Allows you to modify and update the forced modifiers.
Modify Optional Modifier	Allows you to modify and update optional modifiers.
Modify Currency	Allows you to modify and update the currency information used in the system.
Modify Sales Orders	Allows you to modify and update sales order records.
Modify Product	Allows you to modify and update information for a specific product.
Modify Product by Supplier	Allows you to modify and update the information of products supplied by specific suppliers.
Modify Supplier	Allows you to modify and update supplier information.
Modify Submenu	Allows you to modify and update the submenus, adjusting the options and organization of the main menu.
Modify Supplier Unit	Allows you to modify and update the units of measure used by specific suppliers.
Modify Units	Allows you to modify and update the units of measure used in the system.
Modify User	Allows you to modify and update user accounts.
Conversions Module	Allows you to perform unit and measurement conversions in the system.
Pay Purchase Order	Allows you to register and process payments for purchase orders issued to suppliers.
Process Inventory Count	Allows you to perform and update physical inventory counts in the system.
Process Requisitions	Allows you to review and approve internal requests for products or materials necessary for the operation of the business.
Recharge Gift Card	Allows you to add balance to existing gift cards.
Receive Purchase Order	Allows you to record the receipt of products or materials ordered from suppliers.
Inventory Transfer	Allows you to move products from one warehouse or location to another within the system.
View Inventory Adjustment	Allows you to view inventory adjustment records made in the system.
View Warehouse	Allows you to view information related to warehouses, including locations, capacities and the current status of inventories in storage.
View Cash Drawers Report	Allows access to cash register reports.
View Category	Allows you to view existing product categories.
View Menu Category	Allows administrators to view menu categories.
View Customer	Allows administrators to view information about customers registered in the system.
View System Settings	Allows administrators to access and review general system settings.
View Count	Allows you to view inventory count records.
View Employee	Allows to view the information of the employees registered in the system.
View Customer Account Status	Allows you to access and review customer account status.
View Family	Allows you to view product families.
View Franchise	Allows you to view information related to franchises.
View Gift Cards	Allows you to view information on issued gift cards, including current balances and associated transaction history.
View Group	Allows product or user groups to be viewed.
View Printer	Allows administrators to view information and settings for printers connected to the system.
View Conversion Measure	View the conversion measures used in the system.
View Menu	Allows you to view the menus configured in the system.
View Shrinkage	Allows you to view the inventory shrinkage records.
View Product Shrinkage	Allows you to view product specific shrinkage.
View Table	Allows you to view the information of the tables configured in the system.
View Forced Modifier	Allows you to view the forced modifiers.
View Optional Modifier	Allows the display of optional modifiers.
View Currency	Allows administrators to view the currency information used in the system.
View Employee Movement	Allows viewing of employee movement and activity records within the system.
View Purchase Order	Allows viewing of purchase orders issued to suppliers.
View Sales Orders	Allows you to view the sales orders registered in the system.
View Payment	Allows you to view the payment records made in the system.
View Table Layout	Allows administrators to view the table layout configured in the system.
View Product	Allows administrators to view the detailed information of a specific product in the system.
View Product by Warehouse	Allows administrators to view the availability of specific products in different warehouses or locations within the system.
View Products By Supplier	Allows administrators to view the available products supplied by a specific supplier.
View Promotions	Allows administrators to view active promotions and offers in the system.
View Supplier	Allows administrators to view the details of a supplier in the system.
View Recipe	Allows administrators to view the details of a specific recipe in the system.
View Reports	Allows administrators to access and view reports generated by the system.
View Requisitions	Allows administrators to view internal requisitions for products or materials requested within the system.
View Tables Section	Allows administrators to view the table sections configured in the system.
View Submenu	Allows administrators to view the details and options available in a specific submenu within the system.
View Supplier Unit	Allows administrators to view the units of measure used by specific suppliers in the system.
View Units	Allows administrators to view the units of measure used in the system.