Users

The user role management feature in Storyous administration allows you to set different access rights for individual user accounts through user roles. User roles are a key element when creating new user accesses.

When creating a user access, you have two options:

• Choose one of the predefined user roles.
• Create your own custom user role and set specific rights and accesses for it.

How to Manage User Roles:

1. Select the "Businesses" section from the top menu of the page.
2. In the left menu, select "Users."

Note: Only a user with the Admin role can create, edit, or delete user roles.

Predefined user roles

The Storyous system includes the following predefined roles: Admin, Location manager, Stock controller, Chief, Stock keeper, Waiter, Trainee. These roles may be automatically assigned to new users.

Overview of Rights for Predefined User Roles:

1. In the left menu, click on "Users."
2. Click on the "User Roles" button in the top right corner.
3. In the "Actions" column on the right, click the info icon.

Permission	Admin	Location manager	Chief	Stock controller	Stock keeper	Waiter	Trainee
Manage users	✓	✓	✗	✗	✗	✗	✗
Edit in Setup section	✓	✓	✓	✗	✗	✗	✗
Access reports	✓	✓	✓	✗	✗	✗	✗
Manage stocks	✓	✓	✗	✓	✓	✗	✗
Access in Bill section	✓	✓	✗	✗	✗	✗	✗
Access Storyous POS app	✓	✓	✓	✓	✓	✓	✓

Note: The table shows only core permissions. You can view the full list of permissions for a particular role by clicking the “i” icon in a circle next to that role.

Copying a predefined role and customizing it

If a predefined role does not suit your needs, you don’t have to start from scratch — you can copy it and modify it:

1. In the top right corner, click the User Roles button.
2. In the list of roles, click the “i” icon in a circle next to the role you wish to copy (role detail).
3. In the role detail view, click the red button “Copy permissions to new role” in the top right.
4. A new role draft will open, where you can deselect permissions you don’t want and select permissions you want to add.
5. You must name the new role (e.g. “Head Waiter + extra rights”).
6. After making all edits, click Save.

This way you obtain your own version of a role without setting each permission manually.

Custom User Roles

If the predefined user roles do not meet your needs, you can create and configure your own custom roles with defined access rights.

Note: Only users with the "Owner" role can create, edit, and delete user roles.

How to Create a Custom User Role:

1. In the left menu, click on "Users."
2. Click on the "User Roles" button in the top right corner.
3. Click the "+ New User Role" button in the top right corner.
   
4. Fill in the name of the User Role.
5. Select the permissions for this role.
6. Click the "Save" button at the bottom of the page.
7. The new user role will appear in the list of user roles.

How to Edit a Custom User Role

1. In the left menu, click on "Users."
2. Click on the "User Roles" button in the top right corner.
3. Click the pencil icon next to the user role you wish to edit.
4. Edit the settings for the user role.
5. After making changes, click the "Save" button.
   

How to Create a User Access?

1. In the left menu, click on "Users."
2. Click the "+ Add User" button in the top right corner.
   
3. Fill in the First and Last Name.
4. Enter the employee's valid email address.
5. Select one of the predefined user roles or your custom role.
6. Choose the business/branch the user will have access to.
7. Fill in the user's phone number.
8. Click the "OK" button.
   
9. The new user will receive a confirmation email with instructions to follow.

Note: If the new user does not see the confirmation email in their inbox, check the spam or junk folder.

How to Delete or Edit a User Access

1. In the left menu, click on "Users."
2. In the "Actions" column on the right, click:
   • the trash icon,
   • or the pencil icon.
3. To confirm editing, click "OK."
4. The page will reload, and the user will be deleted or edited.