Roles & Tasks

Created by Manuales Invu, Modified on Mon, 8 Jul at 6:29 PM by Manuales Invu

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

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

AdministratorThe 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.
BasicThe 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.
PurchasingThe 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.
FranchiseeThe 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.
IntermediateThe 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 CardEnables 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 DrawersEnables cash register management, including opening and closing cash drawers, performing cash counts to verify the amount of cash, and managing cash transaction records.
Customer UpdateAllows 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 ProductCount 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 UpdateAllows 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 CardsAllows 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 UpdateAllows 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 UpdateAllows 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 NameAllows 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 PromotionsAllows you to manage and update promotions and special offers offered to customers, such as discounts, combos, or temporary promotions.
Recipe UpdateAllows 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 RequisitionsAllows the management of requisitions for products or supplies needed for the business. This can include creating new requisitions, tracking and modifying them.
Maintain Table SectionAllows 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 ManagerAllows the management of the forced modifiers of the products in the menu.
Manage Inventory AdjustmentAllows you to view all inventory adjustments made. This is useful for keeping a detailed record of product stock changes.
Manage Submenu SettingAllows you to manage settings related to submenus in the main menu. Submenus usually group related products or dishes.
Manage WarehouseAllows you to manage inventory management in warehouses. This includes receiving of products, transfers, stock tracking and other activities related to inventory control.
Cash Register ManagementAllows 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 CategoryAllows management of specific menu categories, which may include creating, editing and deleting categories to organize products.
Manage CustomersAllows 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 SettingsAllows you to manage general system settings, including parameter settings, tax settings, security options and other system preferences.
Manage Product CountFacilitates the management of product counts in inventory, which may include creating count records, updating quantities, and reconciling stock.
Manage EmployeesAllows 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 FamilyAllows you to manage product families in the menu, making it easy to organize and structure products into specific categories.
Manage Gift CardsFacilitates the management of gift cards in the system, including the creation of new cards, activation and deactivation, and balance tracking.
Manage GroupAllows you to manage product groups or categories in the menu. This makes it easy to organize related products in the system.
Manage PrintersFacilitates the configuration and management of printers used in the system for printing receipts and other documents.
Manage LoyaltyAllows you to manage customer loyalty programs, including managing points, rewards and offers for repeat customers.
Manage ConversionMeasures Facilitates the management of conversion measures, which can be relevant in environments where products are sold in different units of measure.
Manage MenuAllows you to manage and maintain the menu of products or dishes offered to customers, including creating, editing and deleting menu items.
Manage ShrinkageAllows you to manage shrinkage or losses in inventory, including recording and managing the reasons for shrinkage.
Manage Product ShrinkageFacilitates the management of shrinkage of specific products in inventory, which can be useful for detailed loss control.
Manage TablesAllows you to manage tables in a restaurant or cafeteria environment, including assigning tables to orders and managing table availability.
Manage Optional ModifiersFacilitates the management of optional modifiers that customers can choose when placing an order, such as ingredient additions or deletions.
Manage CurrenciesAllows you to manage the currencies used in transactions, including setting currency types and exchange rates.
Manage Purchase OrdersFacilitates the management of purchase orders, including the creation, editing and tracking of purchases from suppliers.
Manage Sales OrdersFacilitates the administration of sales orders, including the creation, modification and tracking of sales transactions to customers.
Manage PaymentsFacilitates the administration of payments made in the POS system, including management of accepted payment methods and reconciliation of payment transactions.
Manage Purchase Order PaymentsAllows you to manage payments related to purchase orders to suppliers.
Manage ProductAllows you to manage detailed information about products in inventory, including creating, editing and deleting product records.
Manage Supplier ProductsFacilitates the management of products supplied by specific suppliers, which can be important for supply chain tracking.
Manage Products by WarehouseAllows management of products in different warehouses, which is relevant in environments with multiple inventory locations.
Manage PromotionsAllows management of promotions and special offers offered to customers, including setting up, tracking and modifying promotions.
Manage SuppliersAllows you to manage the information of suppliers who provide products or supplies to the company, including creating, modifying and deleting supplier records.
Manage QuickBooksCan 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 RecipeFacilitates 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 RequisitionsAllows the management of requisitions for products or supplies needed for the business, which may include creating, tracking and modifying requisitions.
Manage Table SectionFacilitates the management of table sections in a restaurant or cafeteria environment, including the assignment of tables to specific sections.
Manage SubmenuAllows 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 UnitsAllows you to manage the units of measure used for products, including the creation and management of available units.
Manage SupplierUnits Facilitates the management of specific units of measure used by product suppliers.
Manage UserAllows 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 SupplierAllows you to search for products based on their supplier, making it easy to locate specific products related to a particular supplier.
Product Shrinkage CalendarAllows you to view a calendar showing events related to product shrinkage, which can be useful for tracking and planning purposes.
Purchase Order CalendarAllows you to view a calendar displaying events related to purchase orders, which facilitates the scheduling and tracking of purchases from suppliers.
Product CalendarAllows 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 CategoriesFacilitates the management of specific categories or configurations of printers used in the system.
Blind CountAllows 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 AdjustmentFacilitates the creation of adjustments to submenus in the main menu, allowing you to modify the availability or configuration of products in subcategories.
Create WarehouseEnables the creation of a new warehouse or inventory location in the system, which may be relevant in environments with multiple inventory locations.
Create TillsAllows the creation of till records in the system, which facilitates the configuration of specific outlets.
Create CategoryFacilitates the creation of new categories to organize and classify products or dishes on the menu.
Create Menu CategoryAllows the creation of a new menu category to organize the main menu items.
Create CustomerAllows the creation of new customer records in the system, which is useful for maintaining an up-to-date database of customer information.
Create Product CountFacilitates the creation of product count records in the inventory, which may be necessary for tracking and adjustments.
Create EmployeeAllows the creation of employee records in the system, including personal information and the assignment of roles and permissions.
Create FamilyAllows the creation of new families or product groups to organize the menu or inventory.
Create Gift CardsFacilitates the creation of new gift cards in the system, including the generation of unique card numbers and the assignment of opening balances.
Create GroupAllows the creation of groups to organize related products or items in the system.
Create PrinterFacilitates the configuration of new printers used in the system for printing receipts and other documents.
Create Conversion MeasureAllows the creation of new conversion measures for products sold in different units of measure.
Create ShrinkageFacilitates the creation of shrinkage or loss records in inventory, which may be necessary to keep track of losses.
Create Product ShrinkageAllows the creation of specific product shrinkage records in inventory.
Create TableAllows the creation of table records in a restaurant or cafeteria environment, facilitating the allocation of tables to orders.
Create CurrencyFacilitates the creation of currency records used in transactions and the management of currency types.
Create Purchase OrderAllows the creation of new purchase orders to purchase products from suppliers.
Create Sales OrderFacilitates the creation of new sales orders to record sales transactions to customers.
Create ProductAllows the creation of new product or plate records in inventory.
Create PromotionsFacilitates the creation of new promotions and special offers for customers.
Create SupplierAllows the creation of new records of suppliers who provide products or supplies to the company.
Create Redeem CodeMay relate to the creation of redemption codes for redeeming products or promotions.
Create RequisitionsFacilitates the creation of requisitions for products or supplies needed by the business.
Create Table SectionAllows the creation of table section records in a restaurant or cafeteria environment.
Create SubmenuAllows the creation of submenus in the main menu, making it easy to organize related products.
Create Inventory TransferFacilitates the creation of inventory transfer records between different locations or warehouses.
Create Supplier UnitAllows the creation of records of specific units of measure used by suppliers.
Create UnitsFacilitates the creation of records of units of measure used for products.
Create UserAllows the creation of user accounts in the system, including the assignment of roles and permissions.
Disable EmployeeAllows you to temporarily or permanently disable an employee's account, preventing access and activity in the system.
Disable ProductAllows you to temporarily or permanently remove a product from the system's sales catalog, making it inaccessible for future transactions.
Editable Recipe Code and NameThis function allows you to change the code and name of recipes in the system.
Editable Menu NameThis function allows you to change the name of the menus in the system.
Editable Product NameThis function allows you to change the name of the products in the system.
Edit DepotsThis function allows you to manage and modify the information of the depots in the system.
Delete Inventory AdjustmentThis function allows you to delete inventory adjustment records.
Delete WarehouseThis function allows you to delete the information of a warehouse from the system.
Delete Cash RegisterThis function allows you to delete cash register records from the system.
Delete CategoryThis function allows you to delete product categories in the system.
Delete CustomerThis function allows you to delete customer information from the system.
Delete Product CountThis function allows you to delete product count records from the inventory in the system.
Delete EmployeeThis function allows you to delete an employee's information from the system.
Delete FamilyAllows you to delete product families in the menu.
Delete Gift CardsAllows you to delete gift card records, managing cards that are no longer valid or have been used.
Delete GroupAllows you to delete product or user groups in the system.
Delete PrinterAllows you to delete a printer from the system.
Delete Conversion MeasurementAllows you to delete a conversion measurement used to manage inventories.
Delete MenuDeletes an entire menu from the system.
Delete ShrinkageAllows the deletion of inventory shrinkage records.
Delete TableAllows administrators to delete a table from the system.
Delete Sales OrdersAllows the deletion of sales order records.
Delete PromotionsAllows the deletion of promotions and discounts from the system.
Delete VendorAllows the deletion of vendor records.
Delete RecipeAllows you to delete product recipes.
Delete RequisitionsAllows you to delete product requisition records.
Delete Table SectionAllows you to delete table sections.
Delete SubmenuAllows you to delete submenus from the system.
Delete ProductAllows you to delete a specific product from the system.
Delete Supplier UnitAllows you to delete specific units of measure used by suppliers.
Delete UnitsAllows you to delete units of measure from the system.
Send Purchase Order EmailAllows you to send purchase orders by email to suppliers.
Export CustomersAllows you to export the list of customers in the system.
Export Employee CommissionAllows you to export employee commission data.
Export Employee Commission TotalAllows to export total data about employee commissions.
Export Commission ItemsAllows you to export commission data for items sold.
Export CountAllows exporting inventory count data.
Export Count (2)Allows you to export another version or set of inventory count data.
Export EmployeesAllows you to export the list of employees from the system.
Export Gift CardsEnables export of gift card data.
Export PrintersAllows you to export the list of printers configured in the system.
Export Cash Register ListAllows exporting data about cash registers.
Export Sales Order ListAllows you to export the history of sales orders.
Export List of PromotionsAllows you to export data about promotions and discounts.
Export TablesAllows you to export the list of tables in the system.
Export Employee MovementsAllows you to export data on employee movements and activities.
Export Table SectionAllows you to export data about table sections.
Import CustomersAllows you to load and add customer data into the system from an external file.
Import EmployeesAllows you to load and add employee data into the system from an external file.
Import Gift CardsAllows you to load and add gift card data into the system from an external file.
Import PrintersAllows you to load and configure printer data into the system from an external file.
Bulk Import Cash RegistersAllows you to load and add multiple cash register data into the system from an external file.
Bulk Import Sales OrdersAllows you to load and add multiple sales order data into the system from an external file.
Bulk Import PromotionsAllows you to load and add multiple promotion's data into the system from an external file.
Import TablesAllows you to load and add table data into the system from an external file.
Import Table SectionAllows you to load and add table section data into the system from an external file.
Print Purchase OrderAllows you to print purchase orders.
Printer ItemsAllows you to manage and configure items or products assigned to specific printers.
Cash Register ListAllows you to view a complete list of the cash registers configured in the system.
List of Sales OrdersAllows you to view a complete list of the sales orders registered in the system.
Promotions ListAllows you to view a complete list of the promotions and discounts active in the system.
List CustomersAllows you to view a complete list of customers registered in the system.
List EmployeesAllows you to view a complete list of employees registered in the system.
List Gift CardsAllows you to view a complete list of gift cards issued and active in the system.
List PrinterLets you view a complete list of the printers configured in the system.
List TablesLets you view a complete list of the tables configured in the system.
List Table SectionAllows you to view a complete list of the table sections configured in the system.
Modify Inventory AdjustmentAllows you to modify and update the inventory adjustment records.
Modify WarehouseAllows you to modify and update warehouse information.
Modify CategoryAllows you to modify and update product categories.
Modify Menu CategoryAllows you to modify menu categories.
Modify System SettingsAllows you to modify and update the general system settings.
Modify FamilyAllows you to modify and update the product families in the menu.
Modify GroupAllows you to modify and update product or user groups.
Modify Allowed Items, Cash RegistersAllows you to modify the items allowed on the cash registers.
Modify Conversion MeasureAllows you to modify and update the conversion measures used to manage inventories.
Modify MenuAllows you to modify and update menus.
Modify ShrinkAllows you to modify and update inventory shrinkage records.
Modify Forced ModifierAllows you to modify and update the forced modifiers.
Modify Optional ModifierAllows you to modify and update optional modifiers.
Modify Currency Allows you to modify and update the currency information used in the system.
Modify Sales OrdersAllows you to modify and update sales order records.
Modify ProductAllows you to modify and update information for a specific product.
Modify Product by SupplierAllows you to modify and update the information of products supplied by specific suppliers.
Modify SupplierAllows 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 UnitAllows you to modify and update the units of measure used by specific suppliers.
Modify UnitsAllows you to modify and update the units of measure used in the system.
Modify UserAllows you to modify and update user accounts.
Conversions ModuleAllows you to perform unit and measurement conversions in the system.
Pay Purchase OrderAllows you to register and process payments for purchase orders issued to suppliers.
Process Inventory CountAllows you to perform and update physical inventory counts in the system.
Process RequisitionsAllows you to review and approve internal requests for products or materials necessary for the operation of the business.
Recharge Gift CardAllows you to add balance to existing gift cards.
Receive Purchase OrderAllows you to record the receipt of products or materials ordered from suppliers.
Inventory TransferAllows you to move products from one warehouse or location to another within the system.
View Inventory AdjustmentAllows you to view inventory adjustment records made in the system.
View WarehouseAllows you to view information related to warehouses, including locations, capacities and the current status of inventories in storage.
View Cash Drawers ReportAllows access to cash register reports.
View CategoryAllows you to view existing product categories.
View Menu CategoryAllows administrators to view menu categories.
View CustomerAllows administrators to view information about customers registered in the system.
View System SettingsAllows administrators to access and review general system settings.
View CountAllows you to view inventory count records.
View EmployeeAllows to view the information of the employees registered in the system.
View Customer Account StatusAllows you to access and review customer account status.
View FamilyAllows you to view product families.
View FranchiseAllows you to view information related to franchises.
View Gift CardsAllows you to view information on issued gift cards, including current balances and associated transaction history.
View GroupAllows product or user groups to be viewed.
View PrinterAllows administrators to view information and settings for printers connected to the system.
View Conversion MeasureView the conversion measures used in the system.
View MenuAllows you to view the menus configured in the system.
View ShrinkageAllows you to view the inventory shrinkage records.
View Product ShrinkageAllows you to view product specific shrinkage.
View TableAllows you to view the information of the tables configured in the system.
View Forced ModifierAllows you to view the forced modifiers.
View Optional ModifierAllows the display of optional modifiers.
View CurrencyAllows administrators to view the currency information used in the system.
View Employee MovementAllows viewing of employee movement and activity records within the system.
View Purchase OrderAllows viewing of purchase orders issued to suppliers.
View Sales OrdersAllows you to view the sales orders registered in the system.
View PaymentAllows you to view the payment records made in the system.
View Table LayoutAllows administrators to view the table layout configured in the system. 
View ProductAllows administrators to view the detailed information of a specific product in the system.
View Product by WarehouseAllows administrators to view the availability of specific products in different warehouses or locations within the system.
View Products By SupplierAllows administrators to view the available products supplied by a specific supplier.
View PromotionsAllows administrators to view active promotions and offers in the system.
View SupplierAllows administrators to view the details of a supplier in the system.
View RecipeAllows administrators to view the details of a specific recipe in the system.
View ReportsAllows administrators to access and view reports generated by the system.
View RequisitionsAllows administrators to view internal requisitions for products or materials requested within the system.
View Tables SectionAllows administrators to view the table sections configured in the system.
View SubmenuAllows administrators to view the details and options available in a specific submenu within the system.
View Supplier UnitAllows administrators to view the units of measure used by specific suppliers in the system.
View UnitsAllows administrators to view the units of measure used in the system.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article