Permissions
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      1. Union Support
      2. Portal
      3. 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.
      • To update user permissions to functions that take place on POS terminals, please refer to Configure Employee POS Permissions.
      1. Log in to the Manager Portal.
      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 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