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Managing User Roles in Storyous Administration

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."

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.

Owner has access to:

  • User management

  • Deleting users

  • Editing menu, inventory, and accounting

  • Editing inventory

  • Deleting menu items

  • Deleting inventory cards

  • Stocking goods

  • Creating inventories (sees previous state)

  • Entering cash transactions - Admin

  • Access to all receipts and sales

  • Deleting receipts

  • Controlling voids and discounts

  • Access to all reports and statistics

  • Sales

  • Voiding items and receipts

  • Entering discounts

  • Entering and reviewing cash transactions - POS

  • Entering and reviewing cash transactions for the last 48 hours - POS

Manager has access to:

  • User management

  • Deleting users

  • Editing menu, inventory, and accounting

  • Editing inventory

  • Deleting menu items

  • Deleting inventory cards

  • Stocking goods

  • Creating inventories (sees previous state)

  • Entering cash transactions - Admin

  • Access to all receipts and sales

  • Deleting receipts

  • Controlling voids and discounts

  • Access to all reports and statistics

  • Sales

  • Voiding items and receipts

  • Entering discounts

  • Entering and reviewing cash transactions - POS

  • Entering and reviewing cash transactions for the last 48 hours - POS

Head Waiter has access to:

  • Editing menu, inventory, and accounting

  • Access to all receipts and sales

  • Access to all receipts

  • Limited access to reports and statistics

  • Sales

  • Voiding items and receipts

  • Entering discounts

  • Entering and reviewing cash transactions - POS

  • Entering and reviewing cash transactions for the last 48 hours - POS

Warehouse Manager has access to:

  • Editing inventory

  • Stocking goods

  • Creating inventories (sees previous state)

  • Sales

  • Voiding items and receipts

Warehouse Worker has access to:

  • Stocking goods

  • Creating inventories (does not see previous state)

Waiter has access to:

  • Access to their receipts for the last 24 hours

  • Sales

  • Voiding items and receipts

  • Entering discounts

  • Entering and reviewing cash transactions - POS

  • Entering and reviewing cash transactions for the last 48 hours - POS

New Employee has access to:

  • Sales

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.

User Accesses

Owners, Operations users, or users with granted access can create and manage user accesses for the point-of-sale system, ensuring control over the business operations.

How to Manage User Accesses

  1. Select the "Setup" section from the top menu of the page.
  2. In the left menu, select "Users."
Important: Only the Owner, Operations, or a user with granted access can create, edit, or delete users.

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.

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 a User Access

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

How to Edit a User Access

  1. In the left menu, click on "Users."
  2. In the "Actions" column on the right, click the pencil icon.
  3. A new window will open where you can edit the user's details.
  4. After making changes, click the "OK" button.