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What is a job role?

Job roles control what each employee can see and do on the POS and in the backend portal. Instead of setting permissions individually for every employee, you create a role once and assign it to as many employees as needed. Changing a role updates permissions for everyone assigned to it instantly.

How to create a new job role

1. Log in to the backend portal.
2. Go to Configuration then Job Roles.
3. Click Add Role.
4. Enter a name for the role (e.g. Server, Manager, Bartender, Host).
5. Toggle on the permissions this role should have.
6. Click Save.

Common role configurations

Server / Bartender — take orders, process payments, apply discounts up to a set limit. No access to reports or settings.

Manager — everything a server can do plus access to reports, voids, comps, and basic settings. No access to menu editing or employee management.

Owner / Admin — full access to everything including menu management, employee management, and all reports.

Host — access to reservations and table management only. No access to payments or reports.

How to edit an existing role

1. Go to Configuration then Job Roles.
2. Click the role you want to edit.
3. Toggle permissions on or off as needed.
4. Click Save. Changes apply to all employees with this role immediately.