Summary |
To use Oolio Platform each ‘User’ must first be created and assigned to a pre-configured permission group. The user roles’ configuration determines the level of access in the Front of House and Back Office. Each permission group can be individually edited to the individual requirements of the business. |
Managing User Roles |
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Office Permissions |
Below is a table of contents displaying the definition of each field. |
Users |
Allow users to view and manage staff from the stores they have access to. Users with this Permission can grant other staff members access to Back Office or Front of House POS within the store they have access to. |
Products |
Allow users to access products, courses, variants, modifiers, and option groups to make changes that affect all venues. However, new product creation will only allow users to assign stores they have permission. |
Price Lists |
Allow users to create and update price lists for their assigned stores (With Price List Feature Enabled). |
Menus |
Allow users to create and update menus for their assigned stores. |
Customers |
Allow users to add, edit, delete and view customers and manage loyalty settings. |
Features & Integrations |
Allow users to view and enable/disable features and integrations. |
Settings |
Allow users to view and manage organization, venue and store settings for their assigned store
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Reporting |
Allow users to view Insights, Reporting Groups, Report Settings & Sales Snapshot on home back links in Back Office. Note; Insights App access is given based on the store assignment and not this permission. Users without this permission will be able to access insights but only to the store assigned |
Dashboard |
Allow users to view sales dashboard on Back Office for their assigned stores. |