Each user is assigned a role for a particular organization. The three roles are described below.
Admin - has full access to all functionality, all organization locations, can invite and set all permissions for other users, and can access plan and billing information for the organization, if applicable.
Manager - has full access to all functionality and can invite users to the same locations they themselves have access to. Managers cannot access plan or billing information for the organization.
User - has limited access to only view items for the purposes of education and training. This information is available to Users within the Shift Notes section of the mobile app. Users cannot add items, take inventory, place orders or view reports.
If a user belongs to multiple organizations (for example they work for two completely different restaurants), it is possible to have a different role at each organization.
Organizations on the free Basic plan are limited to the three basic roles mentioned above. However, organizations on the Essential or Professional plan can set more granular user permissions. For example, a bartender might help count inventory but shouldn’t have access to end inventory sessions or view reports. In the user permissions section, you can assign specific permissions to individual users, such as if they can starting/ending inventory, take inventory, place orders, view reports, and more. These permissions will override the role-based permissions.
