How to set Terminal Defaults for a job role

This will walk through setting a job role's Terminal Defaults in Backoffice. They decide where a terminal starts for everyone clocked in under that job role: the screen they land on after logging in, the tab and order type new orders open with, the profit center, and the part of the floor plan Table View shows first. For example, bartenders can start on the Orders screen with the Cocktails tab, while servers start on Table View in the Dining section - on the same terminal.

 

Permissions you need

Job roles can be changed by job roles that have the Manage Job Roles permission (Backoffice --> Staff --> Job Roles, under Staff).

 

Getting to the job role

Click Staff at the top, then Job Roles on the left, and click the name of the job role.

 

Setting the Terminal Defaults

1. Click the Terminal Defaults tab. It has a row for each of your locations, grouped by brand. If you have many, type a location's name in Search to find it.
2. In the location's row, pick what you want:

   

   • 1. Screen Tab: the tab new orders open on. Each tab is shown with its screen first (Main: Cocktails is the Cocktails tab on the Main screen), so this picks the screen too.
   • 2. Order Type: the order type new orders start as, such as Dine-In or To-Go.
   • 3. Destination On Login: the screen the terminal opens after logging in - Launcher, New Order, Quick Order, Orders View, Table View or Dispatch View. Terminal setting uses the terminal's own choice.
   • 4. Profit Center: the profit center their sales go to.
   • 5. Table Layout: the section of the floor plan Table View shows first.
3. Click Save.

Leave a box blank (click its X to clear it) and the terminal uses its own setting for it. A job role with every box blank works just as before: each terminal uses its own Terminal Settings.

Note: Each location has its own row, so a job role can start in different places at different locations. Set only the locations you need.

 

How it works on the terminal

• The Terminal Defaults apply on every terminal at that location while someone is clocked in under the job role. They win over the terminal's own Terminal Settings.
• They start at the next login: someone already logged in sees the change after they log out and back in.
• Someone with more than one job role gets the defaults of the job role they clocked in as.
• If a default no longer exists (the tab, order type or profit center was deleted or turned off), the terminal goes back to its own setting.
• Handhelds don't use the Terminal Defaults.

Example: The Bartender job role has the Tampa row above. Betsy Bartender clocks in as Bartender and logs in on the Server Kitchen terminal: her new orders open on the Cocktails tab, and Table View shows the Dining section first. Order Type, Destination On Login and Profit Center are blank, so those come from the terminal's own Terminal Settings. Sally Server, clocked in as Server with every box blank, logs in on the same terminal and gets the terminal's own Terminal Settings for all of them.

 

Pro tip: Duplicating a job role copies its Terminal Defaults too.

If you'd like to learn how to change a terminal's own settings, click here.