Understanding the Job Role tasks tree

This document will walk you through the Tasks list on a job role in Backoffice: how the tasks are grouped, what the check boxes mean, where to see what each task does, and which tasks to give each job role. At the end is a list of the tasks and what they do.

Tasks are what a job role is allowed to do - on the terminal, on the handheld and in Backoffice. Everyone with the job role gets its tasks.

 

Permissions you need

To change the tasks on a job role, your job role needs the Manage Job Roles task (Staff).

 

Get to the Tasks list

1. Navigate to Backoffice --> Staff --> Job Roles: click Staff at the top, then Job Roles in the menu on the left, and click the job role you want to change.

   

2. The Tasks list is on the right of the job role. Check the tasks the job role should have and uncheck the ones it shouldn't.

3. Click Save at the bottom right. Nothing is kept until you click it.

   

 

How the tasks are grouped

The tasks are in groups, in the same order as the menu at the top of Backoffice. Click the arrow next to a group to open it; some groups have smaller groups inside.

• Staff: the person's own profile, employees, payroll, scheduling, time cards, job roles and staff settings.
• POS: Front of House is what staff do on the terminal and handheld (orders, payments, voids, cash drawers, closing out). Back Office is setting up the POS in Backoffice (items, modifiers, gift cards, online ordering, settings, system setup and devices).
• Reporting: each report and export, sales history, deposits and custom reports.
• CRM: reservations, customers and receipt coupons.
• Enterprise: the company, brands, districts and locations.
• Support: the help center and licensing.

 

What the check boxes mean

Every task and every group has a check box. A group's check box shows how many of the tasks inside it are checked.

1. Check mark: on a task, the job role has it. On a group, the job role has every task in the group.

2. Empty: on a task, the job role doesn't have it. On a group, the job role has none of the tasks in the group.

3. Box with a line (groups only): the job role has some of the tasks in the group. Open the group to see which.

Clicking a group's check box changes every task in it: an empty group or a group with a line checks all its tasks, and a checked group unchecks all of them.

Clicking a group with a line checks every task in it, not just the ones already checked. When the job role should only have some of them, open the group and check the tasks one at a time.

 

Where task descriptions appear

Point to the ? next to a task to see what it does. The same descriptions are in the list at the end of this page.

To find a task, type a word in Search tasks at the top of the list. It finds the word in task names and in their descriptions, and opens the groups they are in.

Note: While you are searching, a group's check box only changes the tasks the search shows.

Pro tip: Some descriptions end with "(Note: … is also needed)". Give the job role that task too, or the first one won't work.

 

Tasks you won't see

The Tasks list only shows the tasks your own job role has, so you can't give anyone more than you can do. If a task you need to give isn't there, ask someone whose job role has it (usually the owner).

 

Recommended tasks for each job role

Give each job role only the tasks the people in it need. These are good starting points; change them to fit how your business works.

• Host: Staff --> Your Profile (all three) and View Employee Schedule.
• Server: everything a host has, plus, under POS --> Front of House:
  • Order: Create and View Orders, Table Transfer, 2 Step Server Transfer, Transfer Items Between Tables, Schedule Future Orders, Open Cash Drawer, Manage 86 List and Set Tax Exemption.
  • Payments: Enter Tips and Reprint CC Receipt.
  • Functions: Server Report - Own, Server Close - Own, Submit Tipout, Cash Paid, Cash Received, Clean Screen, Calculator and Check Gift Card Balance.
• Bartender: everything a server has, plus View All Orders (so bartenders can work each other's tabs), Credit Card Re-Apply and Assign Drawer to Self. Add Process Pay-Out and Process Pay-In if bartenders run their own drawer.
• Manager: everything a bartender has, plus:
  • Voids, comps and refunds: Void Items, Comp Items, Adjust Paid Items, Process Refunds and Void CC Payments.
  • Manager only items: Enter Manager Only Discounts, Enter Manager Only Menu Items, Enter Manager Only Charges and Use Manager Only Tenders.
  • Other people's work: View All Payments, Single Step Server Transfer, Open Cash Drawer Assigned to Someone Else, Assign Drawer to Anyone, Server Report - All Users and Server Close - All Users.
  • Closing: Daily Report, Daily Close, Reverse Server Close and Rollover Tables.
  • Staff: the Employees, Scheduling and Manage Time Card tasks.
  • Reporting: the reports they need to run the shift.
• Owner: every task. Keep the Enterprise tasks, Process Payroll, Manage Sail Payroll and Manage Items - All for the owner and the people they trust with them (a manager can have Manage Items - Management Only instead).

Pro tip: Many tasks come in pairs - one for the person's own work and one for everyone's (Server Report - Own and Server Report - All Users, Assign Drawer to Self and Assign Drawer to Anyone). Give staff the "own" task and managers both.

Pro tip: To start a new job role from one that's close, open that job role and click Duplicate at the top right, then change the tasks.

 

Full list of tasks

The tasks in the Tasks list, in the same order, with what each one does. "Where in the list" is the group it's in.

 

Staff

Where in the list	Task	What it does
Staff > Your Profile	Edit Own User Details	Allows users to edit their name, contact information, and back office log in
Staff > Your Profile	Edit Own Access Code	Allows users to edit their own system access code
Staff > Your Profile	Edit Own Availability	Allows users to edit their availability for scheduling purposes
Staff > Employees	Edit Employee Details	Allows editing all information on the employee details tab for all employees
Staff > Employees	Edit Payroll Details	Allows viewing and editing the payroll details of all employees - date of birth, gender, worker classification and payment method
Staff > Employees	Assign Job Roles	Allows assigning job roles to other users
Staff > Employees	Allow Clock In Anytime	Overrides the Enforce Clock In setting and allows the user to clock in anytime
Staff > Employees	Allow Manual Time Clock Entries Without Audit Notes	Allows manually entering or editing a time clock entry without requiring an audit note
Staff > Employees	Import Employees	Allows importing staff
Staff > Employees	Export Employees	Allows exporting staff
Staff > Payroll	Process Payroll	Allows processing a pay period - building the payroll run, locking its punches and producing the export file or submission
Staff > Payroll	Reopen Pay Period	Allows reopening a processed pay period, which releases its punches for editing
Staff > Payroll	Manage Sail Payroll	Allows managing the Sail Payroll connection - company setup, the owner and bank details, pay schedules and employee onboarding
Staff > Payroll	Open Sail Payroll Portal	Allows opening the Sail Payroll portal as themself - the link is always for the signed-in user's own email
Staff > Scheduling	View Employee Schedule	Allows viewing the employee schedule
Staff > Scheduling	Manage Employee Schedule	Allows editing the employee schedule and creating new schedule weeks
Staff > Scheduling	Scheduling Administrator	Provides full control to manage scheduling system
Staff > Scheduling	Approve ShiftHub Requests	Allows approving or denying employees’ shift swap requests from ShiftHub
Staff > Scheduling	Approve Time-Off Requests	Allows approving or denying time off requests for all employees (Note: 'Add Own Time-Off Requests' is also required to be able to approve)
Staff	Manage Time Card	Allows editing the time clock for all employees
Staff	Manage Job Roles	Allows adding or editing job roles
Staff	Manage Departments	Allows adding or editing job role departments
Staff	Manage Skill Levels	Allows adding or editing job role skill levels
Staff	Manage Break Types	Allows adding or editing break types and their per-location overrides
Staff	Manage Tip Management	Allows editing tipouts and reported cash tips
Staff	Manage Staff Settings	Allows editing various staff related settings

 

POS

Where in the list	Task	What it does
POS > Front of House > Order	Create and View Orders	Allows entering an order as well as viewing your own orders and associated payments
POS > Front of House > Order	View All Orders	Allows accessing teammates orders
POS > Front of House > Order	Check-in Will Call	Allows checking-in purchased box office tickets stored in Will Call
POS > Front of House > Order	Table Transfer	Allows changing a table number on an already existing table
POS > Front of House > Order	Single Step Server Transfer	Allows transferring a table to another person without their acceptance
POS > Front of House > Order	2 Step Server Transfer	Allows transferring a table to another person, however they will need to approve the transfer before it is complete
POS > Front of House > Order	Transfer Items Between Tables	Allows transferring individual items or entire guests to a new or existing table
POS > Front of House > Order	Schedule Future Orders	Allows scheduling orders for a future date and time
POS > Front of House > Order	Open Cash Drawer	Allows opening an unassigned cash drawer or a drawer assigned to yourself
POS > Front of House > Order	Open Cash Drawer Assigned to Someone Else	Allows opening a cash drawer assigned to anyone
POS > Front of House > Order	Manage 86 List	Allows adding, removing and updating items on the 86 list
POS > Front of House > Order	Re-Fire Items	Allows re-firing items to the kitchen
POS > Front of House > Order	Price Adjust	Allows changing the price of a rang-in item using the price adjust function
POS > Front of House > Order	Void Items	Allows voiding an item
POS > Front of House > Order	Comp Items	Allows comping an item
POS > Front of House > Order	Adjust Paid Items	Allows voiding or comping an item that has been paid
POS > Front of House > Order	Enter Manager Only Discounts	Allows issuing a discount that requires a manager
POS > Front of House > Order	Enter Manager Only Menu Items	Allows entering items that require a manager
POS > Front of House > Order	Enter Manager Only Charges	Allows entering charges that require a manager
POS > Front of House > Order	Use Manager Only Tenders	Allows using tenders that require a manager
POS > Front of House > Order	Process Refunds	Allows processing a negative payment resulting in a refund to the customer
POS > Front of House > Order	Set Tax Exemption	Allows adding a tax exemption to an order
POS > Front of House > Order	Manually Adjust Member Reward Points	Allows manually adding or removing rewards points from members of the rewards system
POS > Front of House > Payments	View All Payments	Allows viewing and editing teammates payments
POS > Front of House > Payments	Enter Tips	Allows entering tips on all non-cash payments such as credit cards, gift cards and customer accounts
POS > Front of House > Payments	Credit Card Re-Apply	Allows re-applying a previous credit card payment
POS > Front of House > Payments	Reprint CC Receipt	Allows reprinting a credit card receipt
POS > Front of House > Payments	Void CC Payments	Allows voiding a credit card payment
POS > Front of House > Dispatch	View Dispatch Screen	Grants access to the dispatch screen
POS > Front of House > Dispatch	Dispatch Orders to Yourself	Grants the ability to dispatch orders to yourself (user must be clocked in as a dispatchable job role)
POS > Front of House > Dispatch	Dispatch Orders to Any Driver	Grants the ability to dispatch orders to any dispatchable user
POS > Front of House > Functions > Management	Register User Card	Allows registering a card to a user
POS > Front of House > Functions > Management	Refresh Cache	Allows refreshing the cache which will resync the system with changes made in back office
POS > Front of House > Functions > Management	Device Settings	Allows editing device settings such as the configured printer or cash drawer
POS > Front of House > Functions > Management	Enable Offline Credit Card Mode	Allows enabling and disabling offline credit card support
POS > Front of House > Functions > Management	Enable Training Mode	Allows turning training mode on and off
POS > Front of House > Functions > Management	Manage Table Layout	Allows editing the table layout on the terminal, including adding, renaming, reordering and deleting sections
POS > Front of House > Functions > Management	Toggle Price Levels	Allows turning Quick Toggle price levels on and off
POS > Front of House > Functions > Cash Tools	Assign Drawer to Anyone	Allows assigning a cash drawer to any employee
POS > Front of House > Functions > Cash Tools	Assign Drawer to Self	Allows assigning a cash drawer to yourself
POS > Front of House > Functions > Cash Tools	Process Pay-Out	Allows processing a pay-out from the cash drawer
POS > Front of House > Functions > Cash Tools	Process Pay-In	Allows processing a pay-in to the cash drawer
POS > Front of House > Functions > Cash Tools	Deposits: Add New or Edit Same Day	Allows recording a bank deposit at the terminal and editing deposits made during the open business day
POS > Front of House > Functions > Reports	Server Report - Own	Allows running a server report for yourself
POS > Front of House > Functions > Reports	Server Report - All Users	Allows running a server report for all users
POS > Front of House > Functions > Reports	Daily Report	Allows running a report to see the current day's sales
POS > Front of House > Functions > Money Management	Submit Tipout	Allows a user to submit a tipout to another user for payroll reporting purposes only
POS > Front of House > Functions > Money Management	Cash Paid	Allows recording a cash payment paid out to another user
POS > Front of House > Functions > Money Management	Cash Received	Allows recording a cash payment received from another user
POS > Front of House > Functions > Close Operations	Server Close - Own	Allows closing out sales for the day for yourself
POS > Front of House > Functions > Close Operations	Server Close - All Users	Allows closing out sales for the day for all users
POS > Front of House > Functions > Close Operations	Daily Close	Allows completely closing the day's sales. This will also settle the credit card batch
POS > Front of House > Functions > Close Operations	Reverse Server Close	Allows reversing a close out on a specific server
POS > Front of House > Functions > Close Operations	Rollover Tables	Allows open orders to stay open and roll over to the next close
POS > Front of House > Functions > General	Clean Screen	Displays a 30 second countdown to allow cleaning the screen without pressing any buttons
POS > Front of House > Functions > General	Calculator	Allows using a calculator
POS > Front of House > Functions > General	Check Gift Card Balance	Allows checking the balance on a gift card
POS > Back Office > Items	Manage Items - All	Allows adding and editing all menu items in the system
POS > Back Office > Items	Manage Items - Management Only	Allows editing only menu items that have been marked as 'Allow Management To Edit'
POS > Back Office > Modifiers	Manage Modifier Items	Allows adding and editing all modifier items in the system
POS > Back Office > Modifiers	Manage Modifier Types	Allows adding and editing modifier types
POS > Back Office > Modifiers	Manage Modifier Sets	Allows adding and editing modifier sets
POS > Back Office > Gift Cards	Manage Gift Cards	Allows adding, editing and searching for gift cards in the system
POS > Back Office > Gift Cards	Manage Gift Card Types	Allows creating new gift card types
POS > Back Office > Gift Cards	Activate Gift Cards	Allows activating a range of gift cards
POS > Back Office > Online Ordering	Manage Configuration	Allows managing all aspects of online ordering
POS > Back Office > Online Ordering	Manage Site Groups	Allows managing online ordering site groups and their Location Finder
POS > Back Office > Online Ordering	Design	Allows configuring online ordering design elements for the brand
POS > Back Office > Online Ordering	Page Messages	Allows configuring messages displayed on various pages within online ordering
POS > Back Office > Online Ordering	Hours	Allows configuring hours and menu availability for online ordering
POS > Back Office > Online Ordering	Throttling	Allows configuring throttling rules within online ordering
POS > Back Office > Online Ordering	Category Setup	Allows configuring item categories available for online ordering
POS > Back Office > Online Ordering	Manage Upsells	Allows configuring upsells for online ordering
POS > Back Office > Online Ordering	Carousel Setup	Allows building carousel digital signs for online ordering
POS > Back Office > Settings	Manage Terminal Setup	Allows configuring terminal settings such as the screen saver, table numbering and launch screens
POS > Back Office > Settings	Manage Terminal Screens	Allows managing the screens on the terminals including adding new tabs and buttons, changing colors and moving locations
POS > Back Office > Settings	Manage Price Levels	Allows managing price levels, adjusting item prices and adding or editing happy hours
POS > Back Office > Settings	Manage Item Filters	Allows managing item filters
POS > Back Office > Settings	Manage Context Filters	Allows managing context filters
POS > Back Office > Settings	Manage Voids/Comps	Allows adding and editing void and comp reasons
POS > Back Office > Settings	Manage Discounts	Allows adding and editing discounts
POS > Back Office > Settings	Manage Size Groups	Allows configuring size groups and their associated sizes
POS > Back Office > Settings	Manage Custom Icons	Allows adding custom icons to the system
POS > Back Office > Settings	Manage Charges	Allows adding and editing charges such as service fees and automatic gratuities
POS > Back Office > Settings	Manage Closing Configuration	Allows configuring your closing settings and enabling an auto close
POS > Back Office > System Setup > Kitchen Setup	Ticket Routing Rules	Allows managing kitchen ticket routing rules
POS > Back Office > System Setup > Kitchen Setup	Kitchen Video	Allows managing kitchen video configuration
POS > Back Office > System Setup > Kitchen Setup	Label Print Rules	Allows managing label print rules
POS > Back Office > System Setup > Devices	Prep Printers	Allows managing prep printers and prep printer collections
POS > Back Office > System Setup > Devices	Receipt Printers	Allows managing receipt printers
POS > Back Office > System Setup > Devices	Label Printers	Allows managing label printers
POS > Back Office > System Setup > Devices	Cash Drawers	Allows managing system cash drawers
POS > Back Office > System Setup > Devices	Client Devices	Allows managing client devices such as terminals or handhelds
POS > Back Office > System Setup > Devices	Payment Terminals	Allows managing payment terminals and merchant processor configuration
POS > Back Office > System Setup > Devices	Handheld Profiles	Allows managing handheld profiles - the tip prompt and other settings applied to TableSide devices
POS > Back Office > System Setup	Manage Order Types	Allows adding and editing different order types such as dine-in, to-go, Doordash, etc
POS > Back Office > System Setup	Manage Delivery Zones	Allows configuring various delivery zones
POS > Back Office > System Setup	Manage Tenders	Allows adding and editing tender types such as cash, credit, 3rd party payments, etc
POS > Back Office > System Setup	Manage Taxes	Allows adding and editing tax rates
POS > Back Office > System Setup	Manage Profit Centers	Allows adding and editing profit centers. Profit centers are used to segment sales and can be used to route printers or adjust pricing
POS > Back Office > System Setup	Manage Zones	Allows adding and editing zones. Zones are used to segment devices and can be used to route printers or adjust pricing
POS > Back Office > System Setup	Manage Reporting Groups	Allows adding and editing reporting group names
POS > Back Office > System Setup	Manage Auto Print Rules	Allows adding and editing rules that automatically print receipts and credit card vouchers based on transaction triggers, schedule, and filters
POS > Back Office > System Setup	Manage Receipt Setup	Allows editing what is seen on customer receipts
POS > Back Office > System Setup	Manage Day Parts	Allows adding and editing the parts that you want the day broken into for reporting purposes
POS > Back Office > System Setup	Manage Integrations	Allows configuring integrations
POS > Back Office	Manage Billboards	Allows managing billboards that are displayed to users

 

Reporting

Where in the list	Task	What it does
Reporting > Reports > Accounting	Customer Account Transactions	Shows all customer account transactions for a specified date range
Reporting > Reports > Accounting	Batch Report By Date	Shows all batches for a specific store on a specific date
Reporting > Reports > Accounting	Customer Account Activity	Shows all customer account activity that affects the balance during the specified date range
Reporting > Reports > Accounting	Customer Statement	Shows a statement of transactions for a specific customer beginning from a specific date
Reporting > Reports > Accounting	Gift Card Report	Shows gift card activations and redemptions for a specified date range
Reporting > Reports > Accounting	Gift Card Funding Report	Shows which store owes another store based on gift card sales and usage
Reporting > Reports > Accounting	Payment Details Report	Shows selected payment details broken down by tender
Reporting > Reports > Accounting	Gift Card Liability Report	Shows liability of gift cards by gift card type
Reporting > Reports > Discounts	Discount Audit	Shows detailed information of all discounts used during a specific date range grouped by the discount. Shows who did the discount, the time of discount, when the table was created, table number and name, the item that was discounted and notes
Reporting > Reports > Discounts	Discount Audit By Server	Shows detailed information of all discounts used during a specific date range. Shows who did the discount, table number, server's name, when the table was created and when the discount was applied
Reporting > Reports > Discounts	Discount Summary	Shows a summary of which discounts were used during a specific date range. Also includes a summary of discounts used per server
Reporting > Reports > Discounts	Void and Comp Audit	Shows detailed information of all voids and comps used during a specific date range. Shows who did the void/comp, table number, server's name, when the table was created, when the void/comp was applied and what the void/comp reason was
Reporting > Reports > Discounts	Void and Comp Summary	Shows a summary of which voids and comps were used during a specific date range. Also includes a summary of voids/comps used per server and a summary of voids/comps used per reporting group
Reporting > Reports > Payroll	Payroll Details	Displays the same information as the previous Payroll Report but in a consolidated format. Also adds the ability to easily identify tips per shifts. The report will more than likely need to be displayed in Landscape to show all columns. Consider hiding unused columns
Reporting > Reports > Payroll	Payroll Summary	Shows a high-level payroll overview per employee for a specified date range
Reporting > Reports > Payroll	Payroll Summary With Tip Details	Shows a high-level payroll overview with tip details for a specified date range
Reporting > Reports > Payroll	Labor Percent	Shows a breakdown of labor % based off job role and department
Reporting > Reports > Payroll	Labor Productivity	Shows labor productivity by guest and labor costs
Reporting > Reports > Sales	Prompted Modifier Sets Usage	Shows all of your prompted modifier sets and the quantity that each item is used within that set
Reporting > Reports > Sales	Menu Engineering Report	Shows how well menu items are selling. If you input the item cost, it will calculate and rank the popularity and profitability for each item
Reporting > Reports > Sales	Ingredient Usage	Shows all of the ingredients within the standard set and the amount of times they are used
Reporting > Reports > Sales	Ingredient Usage By Server	Shows the amount of times each server uses the ingredients within the standard set, broken down by server
Reporting > Reports > Sales	Item Sales Report By Employee	Shows a single item's sales during a specified time broken down by server
Reporting > Reports > Sales	Sales By Item Category	Groups reporting group sales with category and sub-category sales to help identify sales trends
Reporting > Reports > Sales	Product Mix Of Prompted Modifiers	Shows every menu item with a prompted modifier set attached to it and ranks the modifiers from the most frequently used modifier to the least used modifier
Reporting > Reports > Sales	Product Mix	Shows the breakdown of menu items sold, organized by reporting group, then by category, then from most to least items sold within that category
Reporting > Reports > Sales	Product Mix By Store	Shows a product mix report broken down by store with a side by side comparison of how an item is selling at each location
Reporting > Reports > Sales	Sales Period Report	Shows total sales broken down by reporting category over a designated period of time. Most often used as your monthly sales report
Reporting > Reports > Sales	Sales Report By Day	Shows sales broken down by day
Reporting > Reports > Sales	Sales Report By Order Type	Shows sales broken down by order type
Reporting > Reports > Sales	Sales Vs Labor By Day Part	Shows sales and labor by day part for the specified time period
Reporting > Reports > Sales	Sales Vs Labor By Hour	Shows sales and labor by hour for the specified time period
Reporting > Reports > Sales	Sales Accountability	Shows all server sales broken down by reporting category on one line to track totals for the specific time period
Reporting > Reports > Sales	Sales Accountability Cumulative	Shows all server sales broken down by reporting category on one line to track totals for the specific time period
Reporting > Reports > Sales	Server Close Report	Shows a server close report similar to the server close that prints off at the terminal with a couple additional columns
Reporting > Reports > Sales	86 Item Report	Shows items that are actively on the 86 list
Reporting > Reports > Staff	Driver Report	Shows the total time a driver spends out on deliveries
Reporting > Reports > Staff	Handheld Usage	Shows employee sales activity on handhelds vs terminals to measure handheld adoption
Reporting > Reports > Staff	Phone List	Provides a printable phone list of all staff by location
Reporting > Reports > Staff	Time Clock Audit	Shows a log of all manually adjusted time clocks for a given business day
Reporting > Reports > Staff	Time Card Report	Shows staff on the clock for a specific date range
Reporting > Exports > Payroll	Payroll Download	Exports payroll information by the selected format
Reporting > Exports > Sales	Sales Download	Provides a CSV export of the sales period report for a specified date
Reporting > Exports > Sales	Accounting System Download	Provides an export for your accounting system
Reporting > Settings	Sales Report Configuration	Allows configuring what you see on server and daily reports
Reporting > Settings	Accounting Connections	Allows configuring accounting connection settings
Reporting	Sales History	Shows current and past sales history including daily closes, server closes and credit card batches
Reporting	Payout History	Shows all payouts that have happened in the system including the date, employee, the amount and notes attached to them
Reporting	Manage Deposits	Allows adding, editing and deleting bank deposits in the Back Office for the open business day and the most recent closed day
Reporting	Go Fish	Allows searching all of back office for a specific transaction by just about anything on the check such as the last 4 digits of a card, a food item, etc
Reporting	Scheduled Reports	Allows scheduling reports to be emailed
Reporting	Manage Team Favorites	Allows saving and removing Team Favorites that everyone with access to the report can open
Reporting	Build Custom Reports	Allows building custom reports in My Reports, and editing, moving and deleting your own
Reporting	Manage Team Custom Reports	Allows publishing custom reports to Team Reports, and editing, moving and deleting the Team reports and folders everyone with access to their data can open

 

CRM

Where in the list	Task	What it does
CRM > Reservations	Manage Reservations	Allows creating and editing reservations
CRM > Reservations	View Reservations	Allows viewing reservations
CRM > Customers	Manage Customers	Allows adding and editing customers
CRM > Customers	View Customers	Allows viewing customers
CRM > Customers	Import Customers	Allows importing customers
CRM > Customers	Export Customers	Allows exporting customers
CRM > Settings	Manage Scheduled Orders Settings	Allows editing system settings for scheduled orders
CRM > Settings	Manage Customer Types	Allows adding new customer types
CRM > Settings	Manage Reservation Statuses	Allows adding new reservation statuses
CRM > Settings	Manage Reservation Types	Allows adding new reservation types

 

Enterprise

Where in the list	Task	What it does
Enterprise	Manage Company	Allows editing the company's details
Enterprise	Manage Brands	Allows adding and editing brand names and logos within the company
Enterprise	Manage Districts	Allows adding and editing districts within the company
Enterprise	Manage Locations	Allows editing the location of the brands within the company
Enterprise	Manage Location Groups	Allows editing the location groups within the company
Enterprise	Access All Locations	Allows viewing and editing all locations within the company

 

Support

Where in the list	Task	What it does
Support	Help Center	Provides access to the Sail POS help center including the knowledge base of help articles and the ability to submit a support ticket

 

Good to know

• A change to a job role's tasks is for everyone who has that job role.
• Nothing changes until you click Save; Cancel leaves the job role as it was.

Click here to learn more about creating and editing a job role.