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Managing User Roles

Understand and manager user roles within OOLIO Platform

Updated over 5 months ago

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

  • On the left navigation bar, select User Roles

  • From here new User Roles can be created and customised

  • Select the 'Create' button

Click on Create
  • Enter the name of the User Role, and begin selecting the tick box beside each permission required

Click on Permissions…

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

  • Organization Settings: Includes access to Taxes, Payment Types, Sales Channels and Printing

  • Venue Settings: Include Access to Discounts, Surcharges, and Tables & Sections

  • Store Settings: Includes access to devices, device profiles & Printers

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.

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