Permission Management is fundamental to securing your operations, optimizing workflow efficiency, and maintaining clear accountability for all transactions. By tailoring the system interface and permissions to a specific role, it ensures that each staff has the tools they need—and only the tools they are authorized to use - ensuring security, efficiency, and clear accountability throughout the restaurant operations.
The following comparison clearly outlines the distinct capabilities and perspectives of the Manager and Server within the POS system.
|
|
Manager | Server |
|---|---|---|
| Order Center | View and operate all orders | View and operate own orders only |
| Table Display | All ordered tables are highlighted | Only own ordered tables are highlighted. |
| Order Record | View Access all orders |
View own orders Self-Pickup & Self-Delivery orders(non-COD) are invisible |
| Enter Tips | View and edit all orders' tips | View and edit own tips |
| Dine in/Takeout/Kiosk/3rd-Party/Online Orders | Visible | Visible |
| Open Cash Drawer | Visible (If has permissions) | Visible(If has permissions) |
| Primary Responsibility | Global oversight, permissions, data review | Order taking, managing own orders |
The following examples illustrate the views of different characters.
E.g., Now, 1 Manager and 2 Servers all place one dine-in order to test.
Manager VS Server perspectives
Managers see a comprehensive overview of restaurant operations, and manage all Servers' orders:
Servers can only view and process their own order.
Table Display
Managers can see all ordered desks highlighted and can edit desks ordered by others.
Tables ordered by the server1 will be highlighted, while tables ordered by others will be grayed out. And, server1 cannot edit tables ordered by others.
Tables ordered by the server2 will be highlighted, while tables ordered by others will be grayed out. And, server2 cannot edit tables ordered by others.
Order Record & Enter Tips
The manager has full access to all employee data with filtering capabilities by staff member or time period, and support to enter tips for different employees.
Servers can only view their own order records and can only access their personal sales data and tip history.
non-COD Orders
Servers can see and complete online orders for self-pickup & delivery non-COD payment in the Order Center, but can not see them in the Order Record list after they are completed.
These non cash-on-delivery orders will be recorded as "--" from the manager's perspective.
Order Reassignment
The manager has the ability to monitor and modify all transactions. When assisting with checkout, the system prompts to assign order ownership (to server or manager), determining where the sale and tips are recorded.
Follow the steps below to see how to reassign order ownership.
1. The manager opens the Server's order for checkout.
2. System prompts: Please confirm the assignee of this order first: Server's Name or Manager Name
3. Selection determines where sales data, tips, and shift reports are recorded as this owner.
4. Navigate to Reports > Employee Reports > Special Case > Order Reassignment to check the reassignment records.
If you select belonging to the Waiter, the waiter can see that order in his order record, including operating tips, etc.
The backend will also clearly state that it was ordered by Server1, checked out by Manager1 and belongs to Server1.
If you select belonging to Manager1, the server will not see that order in their order record.
Let Server2 take an order and set as an example:
The backend will also clearly state that it was ordered by Server2, checked out by Manager1 and belongs to Manager1.
Order #7(#0006) will not appear at Server2's record.