Roles and what they allow

What a person can do in your dashboard depends on their roles. A role is a set of permissions: an organization role applies everywhere, a location role only at the locations it is given for. Every plan comes with the presets on this page; the short version is Roles at a glance.

Organization roles

• Owner can do everything. Only the owner deletes the organization or a location, creates and edits custom roles, and hands ownership over. Each organization has one — see Transfer ownership.
• Admin runs the organization: its settings and look, the locations, menus, dishes and prices, ordering, orders and sales, the team and the activity log. An admin sees billing but doesn't pay, and can't delete the organization or a location.
• Content manager owns the menus: creates, edits, approves, publishes and deletes menus, categories, dishes and add-ons, sets prices, marks dishes sold out, and runs promotions, images and QR codes. Also sees traffic analytics and the activity log.
• Content editor edits menus, adds and edits categories, dishes and add-ons, and marks dishes sold out — but doesn't change prices, publish or delete. Instead of publishing, a content editor sends a menu for review — see Send a menu for review.
• Marketing looks after how your guest menu looks, promotions, QR codes and ad pixels, and sees traffic analytics.
• Finance pays for the plan and sees billing, orders, sales, traffic analytics and the activity log.
• Viewer reads the menus, dishes and locations and sees traffic analytics, without changing anything.

What each preset may do, permission by permission, as the role editor names them:

What each organization role can do	Owner	Admin	Content manager	Content editor	Marketing	Finance	Viewer
Organization · Edit	Included	Included	Not included	Not included	Not included	Not included	Not included
Organization · Delete	Included	Not included	Not included	Not included	Not included	Not included	Not included
Brand · Manage	Included	Included	Not included	Not included	Included	Not included	Not included
Locations · Create	Included	Included	Not included	Not included	Not included	Not included	Not included
Locations · Edit	Included	Included	Not included	Not included	Not included	Not included	Not included
Locations · Delete	Included	Not included	Not included	Not included	Not included	Not included	Not included
Menus · Create	Included	Included	Included	Not included	Not included	Not included	Not included
Menus · Edit	Included	Included	Included	Included	Not included	Not included	Not included
Menus · Review	Included	Included	Included	Not included	Not included	Not included	Not included
Menus · Publish	Included	Included	Included	Not included	Not included	Not included	Not included
Menus · Delete	Included	Included	Included	Not included	Not included	Not included	Not included
Categories · Create	Included	Included	Included	Included	Not included	Not included	Not included
Categories · Edit	Included	Included	Included	Included	Not included	Not included	Not included
Categories · Delete	Included	Included	Included	Not included	Not included	Not included	Not included
Products · Create	Included	Included	Included	Included	Not included	Not included	Not included
Products · Edit	Included	Included	Included	Included	Not included	Not included	Not included
Products · Delete	Included	Included	Included	Not included	Not included	Not included	Not included
Add-ons · Create	Included	Included	Included	Included	Not included	Not included	Not included
Add-ons · Edit	Included	Included	Included	Included	Not included	Not included	Not included
Add-ons · Delete	Included	Included	Included	Not included	Not included	Not included	Not included
Prices · Edit	Included	Included	Included	Not included	Not included	Not included	Not included
Placement · Manage	Included	Included	Included	Included	Not included	Not included	Not included
Availability · Manage	Included	Included	Included	Included	Not included	Not included	Not included
Promotions · Manage	Included	Included	Included	Not included	Included	Not included	Not included
Images · Manage	Included	Included	Included	Not included	Not included	Not included	Not included
QR codes · Manage	Included	Included	Included	Not included	Included	Not included	Not included
Marketing · Manage	Included	Included	Not included	Not included	Included	Not included	Not included
Ordering & tables · Manage	Included	Included	Not included	Not included	Not included	Not included	Not included
Orders · View	Included	Included	Not included	Not included	Not included	Included	Not included
Orders · Manage	Included	Included	Not included	Not included	Not included	Not included	Not included
Orders · Serve	Included	Included	Not included	Not included	Not included	Not included	Not included
Orders · Refund	Included	Included	Not included	Not included	Not included	Not included	Not included
Reservations · View	Included	Included	Not included	Not included	Not included	Not included	Not included
Reservations · Manage	Included	Included	Not included	Not included	Not included	Not included	Not included
Sales · View	Included	Included	Not included	Not included	Not included	Included	Not included
Analytics · View	Included	Included	Included	Not included	Included	Included	Included
Team · View	Included	Included	Not included	Not included	Not included	Not included	Not included
Team · Invite	Included	Included	Not included	Not included	Not included	Not included	Not included
Team · Edit	Included	Included	Not included	Not included	Not included	Not included	Not included
Team · Remove	Included	Included	Not included	Not included	Not included	Not included	Not included
Roles · View	Included	Included	Not included	Not included	Not included	Not included	Not included
Roles · Create	Included	Not included	Not included	Not included	Not included	Not included	Not included
Roles · Edit	Included	Not included	Not included	Not included	Not included	Not included	Not included
Roles · Delete	Included	Not included	Not included	Not included	Not included	Not included	Not included
Activity · Read	Included	Included	Included	Not included	Not included	Included	Not included
Billing · View	Included	Included	Not included	Not included	Not included	Included	Not included
Billing · Edit	Included	Not included	Not included	Not included	Not included	Included	Not included
Identifiers · View	Included	Included	Not included	Not included	Not included	Not included	Not included

Location roles

• Location manager runs a venue: its details and photos, which menus it serves and when, its overrides and stop list, QR codes, tables and ordering settings, every order action including refunds, reservations, its sales and its team. A location manager can't delete the location or change its prices.
• Shift lead runs a shift: every order action, including taking a served dish off a bill and writing off an unpaid one, the stop list, reservations, the venue's sales, and the list of its team.
• Floor staff works the floor: orders, calls and bill requests, bills and payments, and reservations. Taking a served dish off a bill is left to shift leads and managers.
• Kitchen works the kitchen: orders and calls, pausing new orders, and the stop list. No payments and no reservations.

A location role holds only what makes sense at one venue, so its matrix has fewer rows:

What each location role can do	Location manager	Shift lead	Floor staff	Kitchen
Locations · Edit	Included	Not included	Not included	Not included
Locations · Delete	Not included	Not included	Not included	Not included
Menus · Publish	Included	Not included	Not included	Not included
Prices · Edit	Not included	Not included	Not included	Not included
Placement · Manage	Included	Not included	Not included	Not included
Availability · Manage	Included	Included	Not included	Included
QR codes · Manage	Included	Not included	Not included	Not included
Marketing · Manage	Not included	Not included	Not included	Not included
Ordering & tables · Manage	Included	Not included	Not included	Not included
Orders · View	Included	Included	Included	Included
Orders · Manage	Included	Included	Included	Included
Orders · Serve	Included	Included	Included	Not included
Orders · Refund	Included	Included	Not included	Not included
Reservations · View	Included	Included	Included	Not included
Reservations · Manage	Included	Included	Included	Not included
Sales · View	Included	Included	Not included	Not included
Team · View	Included	Included	Not included	Not included
Team · Invite	Included	Not included	Not included	Not included
Team · Edit	Included	Not included	Not included	Not included
Team · Remove	Included	Not included	Not included	Not included

Setting up the people who take orders is walked through on Set up your floor and kitchen staff.

Several roles at once

A person can hold several roles, and can do everything any of them allows.

• Organization and location roles together. A Viewer who is also Location manager at one venue reads everything and runs that venue.
• One location role at several locations. A regional manager is Location manager at each venue they run; the role shows how many locations it is held at.
• Only location roles. Someone who holds no organization role sees only their own locations: the others don't appear anywhere in their dashboard, nor in its search. Anyone with an organization role, however small, sees every location.

Give someone different roles

1. Open their roles

   Open Team, find the person on the Members tab and select Edit next to their roles.

2. Tick the roles they should hold

   Tick or untick roles among Organization roles, and the locations under each role among Location roles. A location role with no location ticked is taken away. Keep at least one role: a member can't have none.

3. Save

   Select Save roles. The new roles apply to the person's very next action; a page they already have open catches up when they reload it.

Open the screenshot full size

The Owner role is never in this list: it moves only with Transfer ownership.

Nobody gives more than they hold

To invite someone, change their roles or remove them, you need the team permission for it — and every permission of each role you give or take away, where that role applies. So:

• An Admin can't make anyone Finance, because finance pays for the plan and an admin doesn't. Nor can an admin give a custom role holding something an admin lacks, or remove the owner.
• A Location manager runs the team of their own locations only: they give only location roles whose every permission they hold themselves — the presets for managers, shift leads, floor and kitchen — and only at those locations. Removing someone there takes away only their roles at those locations; elsewhere they keep them.

The invite and edit dialogs offer only the roles and locations you may give. A role the person holds that you may not change stays as it is when you save, and a person whose roles are out of your reach has no bin on their row.

The Roles tab

The Roles tab of Team lists every role of your organization — the presets and your own custom roles — with each one's permissions. A location role carries the Location tag.

Open the screenshot full size

A preset can't be changed. When none fits a job, create your own: Create a custom role.