Create employee roles

Employee roles determine the level of access that your employees will have for Moneris Go Restaurant. You need to assign a role to each employee who will be interacting with the portal, Moneris Go Restaurant app, and/or the Kitchen Display app. Usually these roles are tied to a job title such as Manager, Cashier, Counter staff, Host/Hostess etc. If these existing roles do not meet the needs of your restaurant, follow the directions below to define new employee roles.

Note:   Moneris Go Restaurant comes pre-loaded with a few common roles, including the Super Administrator role, which has the ability to do everything within the system. The Super Administrator role cannot be deleted or edited.

Note:    Fields marked with an asterisk (*) are mandatory.

1. In the portal, click Profiles on the main menu.
2. In the Employees screen, click Roles.
3. In the Roles screen, click the Create role button.  The New role screen appears.
   
4. Enter the role’s name into the Name field.
5. Enter the role’s description into the Description field.
6. Select the role’s level of System access as follows:

• Place a checkmark in the Portal checkbox if you want members of this role to have access to the Moneris Go  Restaurant portal.
• Place a checkmark in the Restaurant App checkbox if you want members of this role to access the Moneris Go  Restaurant app .
• Place a checkmark in the Kitchen Display App checkbox if you want members of this role to access the Kitchen Display app on a tablet in the kitchen.

Note:    Leaving a box unchecked means members of the role will not be able to access this particular system with their logon credentials.

1. In the Role permissions section, place checkmarks in the checkboxes for permissions you want to allow.

Note:    You will only be able to check boxes under the section header of the section(s) you checked in step 6. For example, if you only checked off Kitchen Display App in step 6, you will only be able to check boxes in the Kitchen Display App section of the Role permissions section.

1. Click Save when finished. The Employees – Roles screen reappears with the new role listed.
2. Repeat steps 3 – 8 to create additional roles.