This article covers how user roles and permissions work in Direct Ordering, how to update permissions, how to add new users, how to restrict a user to specific stores, and how a new user activates an account.

User Roles and Permissions

Before a new user is added to Direct Ordering, the user permissions for each role must be decided. Direct Ordering has five roles:

1. Admin
2. Catering Manager
3. Manager
4. Cashier
5. Employee

The roles are ranked from highest to lowest, with Admin being the highest level and Employee being the lowest. Setting a user permission selects the lowest-level role that can perform a function; every role above it in the hierarchy can also perform that function.

On the User Permissions page, the Cancel Orders function illustrates how this works:

• If the role of Admin is assigned, only users with the Admin role can cancel orders.
• If the role of Employee is assigned, users with any of the five roles can cancel orders.
• If the role of Manager is assigned, users with the Manager role and above (Manager, Catering Manager, and Admin) can cancel orders.

The following video demonstrates this example:

The functions that require a role permission to be set are:

• View Catering Summary
• Refund Orders
• Add Locations
• Edit Orders - Quick Edit
• Edit Orders - Full Edit
• Cancel Orders
• Resend Email to Customer
• Confirm Orders without Sending
• Show "Wait Times" Page
• Turn Off Location Temporarily

For example, to prevent lower-level employees from turning a location on or off, set the Turn Off Location Temporarily permission to Manager or Admin. Only the selected role and the roles above it can then change a location's availability.

Updating User Permissions

The following guide shows how to update user permissions by assigning roles to specific functions in Direct Ordering.

Adding New Users

After user permissions are established, the following guide shows how to add a new user to the brand.

Restricting User Access to Specific Store Locations

By default, creating a new user grants access to every store within the brand. The following video shows how to restrict a user's access to specific stores.

Activating a User Account

When a new user is created in the Direct Ordering backend, that user automatically receives an activation email. After creating a password, the user can log in and use the platform. The following guide shows the activation process.