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Staff
To use our system, you will need a username and 4-digit PIN. Each User must have one or more user roles, which control what users
are allowed to do within the system. Users with “manager” user role can access everything in the system and cannot be restricted. It
is recommended that managers who work as servers as well are also given the “server” user role, as this role is needed for features
such as “Transfer Table” to function correctly for such users. Employees that will only need to clock in and out will only need the
“employee” user role.
Users
To add a new user, click New User in Staff / Users
o You must choose at least one User Role,
For employees that should ONLY
have clock in/out ability, choose
Employee as the only role.
o Multiple roles can be selected if needed.
o Make sure you assign tables to the new
employee by either clicking “Add rights to all
tables,” or by selecting individual tables for
the user:
Choose Tables in Establishment.
Choose a room by selecting Rooms
under the Rooms sub-menu.
Select at least ONE table to enable the Properties Menu
Click Select all Tables under Properties, and add a checkmark next to the user to enable that user to use
the selected tables. NOTE: Each room must be selected individually.
Make sure to select Save under Rooms on the left before navigating elsewhere.
Click Users in Staff:
o Click on the pencil icon to edit employees.
o Editable properties include Username, Password (must be a unique 4-digit long passcode), email address, hourly
rate, SSN, Phone Number, Address, and User Role and Department.
o Forgotten Password: change passwords in Admin > User admin > Edit
When you are finished editing click the checkmark to save your changes.
Showing login passcodes can be enabled in General Settings.
In the Commands list there are several options:
o Removing users:
Users can only be removed if they have no unclosed activity. (No sales, no time punch, etc.) If a user
needs to be restricted, use Lock/Unlock.
o Lock-Unlock:
When an employee is locked, they will not be able to login,
Important Note: When an employee is locked, their password can be re-used by another user.
Locked users can be hidden from view by using Show/Hide Locked.
o Job Roles
Multiple roles can be selected for each employee. These roles are edited in Admin Menu/User Roles.
o Set Default Section
This will automatically set the Employee’s Section upon login. If no Default Section is added, employees
are prompted to choose a section at login.
User Roles
Select User Roles in Staff
o You can assign different roles to users and
add new user roles (e.g.: assistant manager,
bartender).
NOTE: Manager Role has all permissions by
default (regardless of permissions).
o Each role can be set up with different
permissions.
o A new role can be added by choosing User
Roles from the Admin Menu, then choose
New Role.
o Each role has an approval and an own level
of ability. This means that even if a user may
not use a function, their supervisor may approve it without having to log out and back in.
Job Roles
Job roles can be used to control tip out percentages and hourly rates for employees that perform more than one job and are paid
different rates accordingly. When a user with multiple job roles clocks into the system they will be asked what they are clocking in as
and this will appear in their time reports. The settings for Job Roles can be found in STAFF >> Job Roles.