--- title: Configure Manager Portal Permissions description: Follow these steps to understand and set up user access to specific functions within the Manager Portal. --- [Skip to content](https://support.getunion.com/knowledge/configure-manager-portal-permissions#main-content) English Show submenu for translations [Still need help?](https://support.getunion.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://support.getunion.com/getting-started?hsLang=en) ![union app icon.png\]](https://support.getunion.com/hs-fs/hubfs/union%20app%20icon.png?height=40&name=union%20app%20icon.png) - [Default HubSpot Blog](https://9012127.hs-sites.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://9012127.hs-sites.com/blog) - English Show submenu for translations - [Still need help?](https://support.getunion.com/knowledge/kb-tickets/new) - [Customer portal](https://support.getunion.com/getting-started) Always ready to support you - There are no suggestions because the search field is empty. 1. [Union Support](https://support.getunion.com/knowledge?hsLang=en) 2. [Portal](https://support.getunion.com/knowledge/portal?hsLang=en) 3. [Permissions](https://support.getunion.com/knowledge/portal?hsLang=en#permissions) # Configure Manager Portal Permissions ## Follow these steps to understand and set up user access to specific functions within the Manager Portal. **IMPORTANT** - Permissions are assigned to job roles. Individual employees cannot have permissions assigned or removed. However, custom job roles can be created and assigned to individual users. - Within the Manager Portal, only an individual whose job role has the “Modify Permissions” permission can update the permissions of other job roles. - Consider reviewing our Learning Video covering [POS Permissions, Portal Permissions, & Job Codes](https://fast.wistia.net/embed/channel/dlj04sut3h/?wchannelid=dlj04sut3h&wmediaid=ldpyt7lst9). - To update user permissions to functions that take place on POS terminals, please refer to [Configure Employee POS Permissions](https://support.getunion.com/knowledge/pos-permissions-glossary?hsLang=en). 1. Log in to the [Manager Portal](https://manager.union-pos.com/). 2. Select the hamburger menu (three lines) on the upper-left. 3. Select "Labor". 4. On the Labor submenu, select "Portal Permissions". 5. Select or unselect the checkboxes under each job role to assign or remove permissions to that job role. ***\> Note:** Review the [Reference](https://support.getunion.com/knowledge/configure-manager-portal-permissions#reference-section) section (below) for definitions of all permissions options.* 6. Select "Save". ### Reference The following lists provide detailed definition of each available permission. - ### Back Office Permissions - **Manager Portal Login**: Allows creation of new login credentials for access to the Manager Portal - **Manage Venue Settings**: Allows the ability to make and save changes to venue settings - **Manage House Accounts**: Allows creation, deletion, and adjustments to House Accounts and House Account Balances - **Manage Shift Notes**: Allows view, creation, deletion, and edit of the Shift Notes that display on Union POS terminals - **Manage Integrations**: Allows view, creation, deletion, and edit of integrations for R365, OpenTable, 7 Shifts, Davo - ### Configure Menu Permissions - - **Edit Items and Screens**: Allows creation and edit of menu items, modifiers, modifier groups and Menu Screens. ***Example:** An item's Display Name, Price, Station, Size, and Sales Sub-Category* - **Edit Sales Categories**: Allows creation and edit of the Sales Categories and Sales Sub-Categories that are used for reporting - **Edit Pricing Events**: Allows creation and edit of Pricing Events for the venue - ### Reports Permissions - - **Run Reports**: Allows view and generate of reports within the Manager Portal - **Issue Refunds**: Allows issue of refund for a payment transaction within the Transaction Report in the Manager Portal - ### Employee Permissions - - **View Employee Records**: Allows view (but not edit) to other employee records ***\> Note:** Visible values include an employee's Address, Email, PIN Code, Job Role, Wage Rate, POS and Portal Permissions.* - **Modify Employee Records**: Allows edit of other employee records ***\> Note:** Editable values include an employee's Address, PIN Code, Job Code, Wage Rate, POS and Portal Permissions* - **Modify Job Codes**: Allows creation and edit of Job Codes ***\> Note:** Editing includes the ability to change Pay Rate and Pay Type for the Job Codes* - **Modify Permissions**: Allows change of any user's POS and Portal permissions ***\> Note:** This is an "all or nothing" permission.* - ### Table Permissions - **View Tables**: Allows view to table layouts and table definitions - **Modify Tables:** Allows credit and edit to of table layouts and table definitions   - [Portal](https://support.getunion.com/knowledge/portal?hsLang=en#main-content) - [Menu](https://support.getunion.com/knowledge/portal?hsLang=en#menu) - [Reports](https://support.getunion.com/knowledge/portal?hsLang=en#reports) - [Permissions](https://support.getunion.com/knowledge/portal?hsLang=en#permissions) - [Hardware](https://support.getunion.com/knowledge/hardware?hsLang=en#main-content) - [Printer](https://support.getunion.com/knowledge/hardware?hsLang=en#printer) - [Terminal](https://support.getunion.com/knowledge/hardware?hsLang=en#terminal) - [Card Readers](https://support.getunion.com/knowledge/hardware?hsLang=en#card-readers) - [Hardware Process](https://support.getunion.com/knowledge/hardware?hsLang=en#hardware-process) - [Network](https://support.getunion.com/knowledge/hardware?hsLang=en#network) - [POS](https://support.getunion.com/knowledge/pos?hsLang=en#main-content) - [Offline Mode](https://support.getunion.com/knowledge/pos?hsLang=en#offline-mode) - [Permissions](https://support.getunion.com/knowledge/pos?hsLang=en#permissions) - [Tab Management](https://support.getunion.com/knowledge/pos?hsLang=en#tab-management) - [Process](https://support.getunion.com/knowledge/pos?hsLang=en#process) - [Integration](https://support.getunion.com/knowledge/integration?hsLang=en#main-content) - [Partners](https://support.getunion.com/knowledge/integration?hsLang=en#partners) - [Network](https://support.getunion.com/knowledge/network?hsLang=en) - [Process](https://support.getunion.com/knowledge/process?hsLang=en#main-content) - [Processing](https://support.getunion.com/knowledge/process?hsLang=en#processing) - [Support](https://support.getunion.com/knowledge/support?hsLang=en#main-content) - [Menu](https://support.getunion.com/knowledge/support?hsLang=en#menu) - [POS](https://support.getunion.com/knowledge/support?hsLang=en#pos) - [Processing](https://support.getunion.com/knowledge/support?hsLang=en#processing) - [Reports/Reporting](https://support.getunion.com/knowledge/support?hsLang=en#reports-reporting) - [parts.getunion.com](https://support.getunion.com/knowledge/parts-getunion-com?hsLang=en) - [Payment Processing](https://support.getunion.com/knowledge/payment-processing?hsLang=en) - [Default HubSpot Blog](https://9012127.hs-sites.com/blog) [![Chill listening crop-3](https://support.getunion.com/hs-fs/hubfs/Union%20Logo.png?width=72&height=24&name=Union%20Logo.png "Chill listening crop-3")](https://getunion.com/) Copyright © 2026, Union