Within the Checkmate Portal, permissions define the scope of access granted to each user. The master user can assign these permissions to control what other users can view, modify, or manage. Permissions are categorized into different sections for easier understanding.
Note: Some permissions may not be visible if the user does not have access to them.
Below are the detailed permissions available in the Checkmate Portal:
Menu Permissions
Permission |
Description |
---|---|
Add Items or Modifiers |
Allows the user to create new categories, items, modifiers, and modifier groups within the "Edit Menu" mode. |
Edit Item or Modifier Names |
Grants access to edit names for categories, items, modifier groups, and modifiers. |
Edit Item Description |
Permits editing item descriptions in the "Edit Menu" mode. |
Upload/Edit Photos |
Allows uploading and editing item pictures. |
Edit Tax Rate |
Enables editing the tax rate for items in the Checkmate Portal. Edit by hovering over the tax rate and clicking the pencil icon. |
Edit Modifier Group Min / Max |
Allows setting the minimum and maximum number of modifiers in a modifier group. Hover over “Min” or “Max” and click the pencil icon. |
Edit Price Elevation Percent |
Enables editing the price elevation percentage for a location. |
Edit Calorie Count |
Allows users to edit the calorie count for menu items. |
View Price Elevation |
Allows users to view the current price elevation settings applied. |
View Tax Rate |
Permits viewing the tax rate settings for different menu items. |
Sort Menu Items |
Allows rearranging menu items within the portal. |
Delete Menu Items or Modifiers |
Provides the ability to delete categories, items, modifier groups, or modifiers in the "Edit Menu" mode. |
Toggle Menu Item Availability |
Allows marking items or categories as available or sold out. |
Toggle Ordering Platform-Specific Menu Visibility |
Permits toggling visibility of menu items specifically for ordering platforms. |
Push, Pull, and Revert Menu |
Grants control over pushing menus to ordering platforms, withdrawing changes, and syncing with POS systems. |
Location Permissions
Permission |
Description |
---|---|
Create Brand |
Allows creation of a new brand within the Onboarding Portal. |
Create Location |
Grants permission to add a new location under an existing brand. |
Update Location |
Enables editing of the details of a location, including address, contact information, and operational details. |
Manage Location |
Provides access to Location Management and Menu Management pages. |
View Onboarding |
Offers read-only access to view onboarding tasks for locations without interaction permissions. |
Manage Onboarding |
Grants access to manage locations within the Onboarding Portal, with limitations on creating new brands or locations unless explicitly permitted. |
Update Kitchen Prep Time |
Allows editing the kitchen preparation time. Viewing is available to all users, but editing is restricted to those with specific permissions. |
Update Delivery Hours |
Grants permission to edit regular delivery hours. Similar restrictions apply as with holiday hours. |
Update Holiday Hours |
Enables editing of holiday hours. Viewing is available to all users, but editing requires specific permissions. |
Toggle Store Status |
Permits marking a location as online or offline at the location level or across ordering platforms. |
Revert Location or Ordering Platform Steps |
Allows reverting configuration steps for a location or specific ordering platform. |
Access Marketplace |
Allows access to the marketplace for additional integrations and services. |
Access and Configure Integration Settings |
Enables configuration and management of integration settings for connected services and platforms. |
User Permissions
Permission |
Description |
---|---|
Create Users |
Allows the creation of new users within the Checkmate portal. |
Update Users |
Enables updating user details, including permissions and profile information. |
Delete Users |
Permits deleting users from the User Management page. |
Manage Users |
Allows viewing the Manage User Access interface and managing user creation and editing within the Checkmate portal. |
User Permissions
Permission |
Description |
---|---|
Create Users |
Allows the creation of new users within the Checkmate portal. |
Manage Users |
Grants access to the Manage User Access interface for creating and managing users. |
Archive Users |
Permits archiving users to temporarily deactivate their accounts. |
Update Users |
Enables updating user details, including permissions and profile information. |
Partner Permissions
Permission |
Description |
---|---|
View Referrals |
Allows viewing all the referrals sent in the partner portal. |
Create Referrals |
Permits creating and resending referrals in the partner portal. |
Insightful Analytics Permissions
Permission |
Description |
---|---|
Customize Alerts |
Allows configuring alerts based on user preferences. |
View Order Summary Reports |
Grants access to view reports summarizing order data across locations. |
View Top Selling Items Report |
Allows viewing reports detailing the top-selling items across various locations. |
View Sold Out Frequency Report |
Provides access to view reports showing how often items are marked as sold out. |
View Operational Insights |
Enables viewing operational performance insights, including sales trends and customer behavior. |
View Offline Status Report |
Allows access to reports that show which locations or systems have gone offline. |
View System Health Report |
Enables viewing system performance and health reports. |
View Promo Analysis Report |
Grants access to reports analyzing the effectiveness of promotions. |
Other Permissions
Permission |
Description |
---|---|
View Account Reconciliation |
Grants access to the Account Reconciliation tool in Checkmate. |
View Account Reconciliation Demo |
Allows viewing demo data for account reconciliation. |
View Order Errors |
Enables access to review and address order errors within the system. |
View Credentials |
Allows viewing saved credentials used for integrations. |
Edit Credentials |
Permits editing the credentials for integrations and services. |
Refunds Dispute Access |
Allows access to dispute handling for refunds. |
Optimized Mobile UI |
Provides access to a streamlined, optimized user interface for mobile devices. |
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