We’ve introduced a new security feature that enables role-based access control in both admin and employee apps. With this feature, you can:
✅ Assign roles to users (Admins and Employees)
✅ Customize permissions for each role
✅ Restrict access to specific records
✅ Preview permissions before applying changes
This guide walks you through how to configure and manage roles effectively.
1. Accessing Role Management
To start managing roles:
Go to Settings.
Scroll down to the new Security section.
Click on Roles to access the role management dashboard.
By default, existing Admins and Employees have been assigned roles with predefined permissions to prevent disruption. However, you can modify these roles or create new ones.
2. How Roles & Permissions Work
A user can have multiple roles.
Each role has multiple permissions.
A user inherits access from any role that grants a required permission.
To view and modify permissions:
Open an existing role or create a new one.
Click "Add Permissions" to view the list of available permissions.
Assign permissions based on required actions, such as:
View (Read access)
Manage (Modify data)
Delete (Remove data)
Admins have all permissions by default, while Employees (Operators) have limited access to features like Point of Sale and Kitchen Display.
3. Assigning Roles to Users
There are two ways to assign roles:
Option 1: Assign Users from the Role Page
Open Roles in Settings.
Click on a role and go to the Users tab.
Add employees to the role.
Option 2: Assign Roles from the Team Page
Navigate to Team
Select an employee
Go to the Employee Security Tab (formerly the Security tab).
Locate the Roles Table to assign roles to users.
📌 Note: You can only assign roles that you have permission to modify.
4. Restricting Access to Specific Records
Some permissions allow granular control over access to certain records.
Navigate to the Restricted Records section within a role.
Configure access settings:
Allow all records
Restrict access to specific records
Exclude specific records from access
Save changes to enforce restrictions.
🔹 Example: If a role should access all reports except "Showtime Grid," you can specifically exclude it while allowing access to others.
5. Previewing Permissions Before Applying
To test permissions before assigning them:
Open Roles and find the Preview Permissions option.
Select a role, user, or specific permissions to preview.
Click Start Preview—this will persist even after a page refresh.
Observe changes (e.g., buttons disappearing, restricted views).
Click Stop Preview to return to your normal permissions.
This tool ensures that permissions are correctly configured before applying them.
6. Additional Features & Future Updates
🔹 Role Inheritance: When promoting or demoting users, roles adjust automatically.
🔹 Category-Based Access: Some permissions apply at a granular level (e.g., controlling access to financial vs. operational reports).
🔹 More Permissions Coming Soon: We’ll be adding more permission options as needed.
7. Need Help?
If you need assistance, reach out to our support team for further guidance.
We hope this feature improves security and access control across your organization! 🚀