Managing User Access and Permissions in Your Restaurant Account

In this tutorial, we will guide you through the process of adding and managing users with different access rights in your restaurant account on Do Your Order. You can control who has access to various features and departments within your restaurant management system.

STEP 1 : Accessing User Management

Access Your Restaurant Screen

Log in to your Do Your Order restaurant account and navigate to the main restaurant screen.

SELECT-RESTAURANT-DOYOURORDER

Navigate to User Management

Look for the "Users" option on the screen and click on it. This will take you to the user management section.

NAVIGATE-TO-USER-MANAGEMENT-DOYOURORDER

STEP 2 : Adding a New User

Add a New User

Click on the "Add New User" button. This action will prompt you to enter the details of the user you want to add.

STEP 3 : Define Access Rights

You have three options for access rights

Administrator

  • Scope: Can view and manage all restaurants within the same account.
  • Access: Full access to all features and settings.

Manager

  • Scope: Can view and manage only the selected restaurants.
  • Access: Specific to designated restaurants and their associated features.

Users

  • Roles: Can be assigned to either production departments (e.g., kitchen, bar, pizzeria) or service departments (e.g., waiter).
    • Production Department Users:
      • KDS Access: Access to the Kitchen Display System (KDS) to ready the food.
      • Synchronisation: Option to synchronise delivery with other departments to ensure food arrives simultaneously.
      • Edit Menu Items: Grant permission to change menu items, including modifying prices, hiding items in case of stock outs, and adding or removing products.
    • Service Department Users:
      • Billing: Allow the employee to handle client billing.
      • Give Discounts: Enable the employee to provide discounts during the billing process. All discounts are recorded for tracking and reporting.
      • Cancel Items: Permit the employee to void items from the system. These actions are tracked in transaction reports.
      • Call Items: Allow the employee to request the kitchen to start preparing food.
      • Reward Clients: This functionality might still be under development but can be configured later when available.
      • Cancel Order: Enable the employee to void entire client orders.
      • Edit Menu Items: Grant permission to change menu items, including modifying prices, hiding items in case of stock outs, and adding or removing products.

Kiosk

Role: This role is specifically for iPads authorized to accept client self-orders out of an I pad located at the entrance of the restaurant.

Access: Special access designed to prevent clients from accessing any part of the work platform.

Connectivity: 

Receipt Printing: Connect the iPad to a WiFi printer (Star Micronics or Epson) to print customer receipts.

Payment Processing: Connect the iPad to a SumUp credit card terminal to accept client credit card payments.

Delivery Driver

Role:

The delivery driver is a designated phone user authorized by the restaurant owner to accept and fulfill assigned orders.

Access:

Drivers use the mobile app to manage deliveries, ensuring food reaches customers efficiently. Upon request, digital receipts can be emailed to the customer.

Payment Processing:

  • Drivers can connect their phone to a SumUp credit card terminal to accept on-site credit card payments.
  • Alternatively, if the order has been prepaid via credit card, no additional transaction is required.

STEP 4 : Assign Departments

Assign User to Department

If you choose "Users" or "Service," you will have the option to assign the user to a specific department, such as the kitchen, bar, pizzeria, or service.

Edit Billing Rights (Service Department)

For users in the service department, you can edit their billing rights, specifying whether they have the authority to handle billing transactions. You can also choose to remove billing rights for a server or waiter.

STEP 5 : Save Changes

Save User Details

Once you have filled in the user's details and defined their access rights and department, click the "Save" or "Add User" button to create the new user profile.

STEP 6 : Manage User Accounts

Editing and Removing Users

You can manage user accounts at any time. Edit or remove users, and adjust their access rights or department assignments as needed.

By following these steps, you can effectively manage user access and permissions within your restaurant account on Do Your Order. This allows you to control who can access specific features and departments, ensuring smooth and secure restaurant operations.