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:
- Select the "Businesses" section from the top menu of the page.
- In the left menu, select "Users."
Predefined User Roles
Storyous has predefined user roles: Owner, Operations, Head Waiter, Warehouse Manager, Stock Clerk, Waiter, and Newcomer. These roles can be automatically assigned to new users.
Note: Predefined user roles cannot be edited or deleted.
Overview of Rights for Predefined User Roles:
- In the left menu, click on "Users."
- Click on the "User Roles" button in the top right corner.
- In the "Actions" column on the right, click the info icon.
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:
- In the left menu, click on "Users."
- Click on the "User Roles" button in the top right corner.
- Click the "+ New User Role" button in the top right corner.
- Fill in the name of the User Role.
- Select the permissions for this role.
- Click the "Save" button at the bottom of the page.
- The new user role will appear in the list of user roles.
How to Edit a Custom User Role:
- In the left menu, click on "Users."
- Click on the "User Roles" button in the top right corner.
- Click the pencil icon next to the user role you wish to edit.
- Edit the settings for the user role.
- 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:
- Select the "Businesses" section from the top menu of the page.
- 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:
- In the left menu, click on "Users."
- Click the "+ Add User" button in the top right corner.
- Fill in the First and Last Name.
- Enter the employee's valid email address.
- Select one of the predefined user roles or your custom role.
- Choose the business/branch the user will have access to.
- Fill in the user's phone number.
- 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:
- In the left menu, click on "Users."
- In the "Actions" column on the right, click the trash icon.
- To confirm, click "OK."
- The page will reload, and the user will be deleted.
How to Edit a User Access:
- In the left menu, click on "Users."
- In the "Actions" column on the right, click the pencil icon.
- A new window will open where you can edit the user's details.
- After making changes, click the "OK" button.