Create a Role

Roles are the level of admin access for a given user, or ahem, role. The Onosys admin allows you to configure access levels across each touchpoint of the system, down to what role can view a page, the role that can edit a page, and the role that can delete add or delete items. The role is then applied to a user's account to give them the level of access requested. 

Here is an overview of the permission areas available for the admin:

Permission Area	Definition	Access Levels
Accounts	This is for admin accounts (the users section in the admin).	View, List, Create, Edit, Delete
Audit Logs	This is to view audit logs.	List
Call Center Groups	This allows access to setting up call center group access.	View, List, Create, Edit, Delete
Customers	Customers list in the admin. This contains each storefront account for customers placing orders.	View, List, Create, Edit
Customer Orders	View the order history of a customer.	List
Delivery Zone Types Values	Delivery Zone Type setting, ex: Restaurant, DoorDash	View
Directories		View, Create, Edit, Delete
Discounts	The discount and coupon portal of the admin site.	View, List, Create, Edit, Delete
Email Notifications	Access to email notification settings	View, List, Create, Edit, Delete
Email Styles	Configurations for confirmation email styling.	View, List, Create, Edit, Delete
Fee Buckets	Access to the different fee groups that may exist. For example: Fees associated with Cans, Sugary Drinks, Alcohol, Additional Delivery Fees.	View, List, Create, Edit, Delete
Fee Configurations	The setup of fees that may be applied across restaurant(s).	View, List, Create, Edit, Delete
Fees	The individual fees created under the fee configurations.	View, List, Create, Edit, Delete
Files	File management pages, including image management and other items.	View, Create, Edit, Delete
Item Conditions	Parameters/rules that can be created based on item(s) in the cart. Used primarily in conjunction with discounts.	View, List, Create, Edit, Delete
Lead Time Configurations	The full setup of lead times that may be applied across restaurant(s).	View, List, Create, Edit, Delete
Lead Times	The individual lead times created under the configuration.	List, Create, Edit, Delete
Menu	Access to the viewing menu overrides via the inheritance map	View
Menu Builder	Access to the menu builder for creating new menu items. Under this is access to each type of menu item.	Each type of menu item has the following: View, List, Create, Edit, Delete
Menu Publications	Access to menu publishing screens	List, Create
Menu Publications Current	View the current menu publish information	View
Menu Graphs	View the inheritance graphs of the menu.	View
Menus	Access to the menus portal.	View, List, Create, Edit, Delete
Operating Hours Configuration	Operating Hours Configurations.	View, List, Create, Edit, Delete
Operating Hours	Access to the individual operating hour settings.	List, Create, Edit, Delete
Order Conditions	Parameters/rules that can be created based on order information. Used primarily with discounts, payments and lead times.	View, List, Create, Edit, Delete
Orders	The orders database for the restaurant(s).	View, List
Order Cancel	Access to cancel and refund orders	Create
Order Confirmation	Access to view order confirmation	Create
Order Payments	Access to adjusting payments, including adding tips	Edit
Order Summary	View the high level order summary.	View
Order Detail	View the detailed information of an order.	View
Order Info	The calls the order makes through the ordering process with the POS, printer, payment processor, etc. Used for troubleshooting.	View
Order Payments	Editing the order payment, adding tips, etc.	PUT
Order Cancel	Refund or cancel orders.	POST
Order Confirmation	Resend order confirmation emails.	POST
Plugins	Integration plugins and settings.	View, List, Create, Edit, Delete
Pricing Strategy Configurations	For specific pricing configurations that may be required between the POS, online menus, etc.	View, List, Create, Edit, Delete
Reports	The Onosys reports tool.	View
Restaurants	The restaurant list. Under restaurants all of the restaurant settings can also be individually set for users.	View, List, Create, Edit, Delete
Roles	Admin access levels for users.	View, List, Create, Edit, Delete
Tax Buckets	Access to the different tax groups that may exist. For example: Taxes for on-premises dining, off-premises dining, food items, non-food items, etc.	View, List, Create, Edit, Delete
Tax Configurations	The full setup of taxes that may be applied across restaurant(s).	View, List, Create, Edit, Delete
Tax Rates	The individual tax rates set up under the tax configurations.	View, List, Create, Edit, Delete
Topping Pricing Configurations	Specific topping pricing rules that may apply across restaurant menu(s).	View, List, Create, Edit, Delete
Translations	Database of brand level text that displays on the storefront.	View, List, Create, Edit, Delete

Example of a new role:

To set up a role for a franchisee who should have access to all restaurant level settings, all orders settings, with view only access to configurations of operating hours, lead times, taxes and fees. 

1. Navigate to the Users section.
   
2. Click Role Management.
   
3. Click the '+ Create Role' button in the top right corner.
   
4. Add a name for the role. This is how to apply it to a user so it is important to give it a name that can be easily identified. 
   
5. If wanted, add a description to the role. The description shows in the roles table and is a quick way to know what the role is about. 
   
6. Select the permissions for the role to have admin access. In this case, we want to set up a franchisee with full orders and full restaurant access, and view only access for operating hours, lead time, tax, and fee configurations. 
   
7. Click Create on the bottom right of the dialogue and the new role is created.