Create Users & their Permissions
Create a new user when a new person joins the team
& set their ' Permissions ' according to their Job Roles
( ex: Permissions to: Void, access the Back Office, Refund Customers, ... )
In this article:
VIDEO DEMO
CREATE A ' NEW USER '
To Create a New User you need the User's:
Details: Name, Email address, PIN number (if needed)
Job Roles: Waiter, Supervisor, Manager, ... with their respective permissions
JOB ROLES: View Roles
Let's check that the Job Roles created by default suit your business,
or learn how Create new ones
In your Back Office => USERS => Job Roles :
2. Here is the List of created Job Roles, to View the Permissions of a Job Role, click on it :(ex: Waiter )
⚠️ You cannot Edit / Remove an existing Job Role, so if the ' waiters permissions ' don't suit you, you can ' Create ➕ ' a new one
3. Our ' Waiter ' cannot have any access to the Back Office, only the POS :
4. When scrolling ' POS Application ' => Waiter can only:
Take Orders, Payments & Void Items that have not been sent yet :
( ticked options )
MANAGE: Create New Users
Once our Job Roles are set, we can create new Users
In your Back Office => USERS => Manage :
2. Here are all your Users displayed => click on ' Create ➕ ' :
⚠️ ' Oolio Support ' or ' Oolio Admin ' are users created by our Team to help you troubleshoot in case of issues without affecting your services, this user cannot be deleted. They have a Star next to it.
3. Fill up the mandatory fields => Create :
4. Click on your Newly Created User:
5. Under ' User Details ' => Edit Details if needed, Add a PIN if wanted,
then tick ' Always Ask for PIN ' to prompt the user to input their PINs on the
Login Screen => SAVE :
⚠️ If ' Always Ask for PIN ' is ticked but no PIN is entered, the default PIN will be: 1111
6. Go to ' Permissions ' => ➕ :
7. Select a Job Role from the dropdown:
8. Select a Venue (or several if you have more than 1) by ticking it,
where your User will be able to access / log in => SAVE:
Your new User will now receive an Email to Create their Password.
They can use their Emails to Log In
Learn about Logging In / Out of your POS / Back Office, in this article:
DELETE USERS
In your Back Office => Users => Manage => Click on the User you would like to delete
Click on: Delete ( bottom left ) :
SWITCH USERS IN YOUR POS
Depending on how you set your Workflow in your ' Device Profiles ':
your users will need to login after every order or not.
If not: you can switch Users directly in your POS
Learn how easily Switch Users in your POS,
in this article:
SWITCH TO BACK OFFICE FROM POS
Learn how easily Switch to your Back Office from your POS,
in this article:
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