Team Roles and Permissions

Simple Explanation of Permissions and Access Control

Permissions in Menuraq are like giving employees different keys to your business:

• Some keys open specific areas (like the kitchen)
• Some keys let you see financial records (like the cash register)
• Some keys let you hire and fire staff (like the owner's access card)

Each team member gets a set of keys based on their job requirements. This keeps everything secure while making sure everyone can do their job.

Who Can Do What in the System

Owners have full access:

• View and edit everything in your business
• Add and remove team members
• Change billing settings and plans
• Delete the business (use with caution!)
• View all activity logs

Managers have operational access:

• Handle daily orders and customers
• Add and manage staff members
• View business performance
• Process payments and refunds
• Manage menus and inventory

Staff have task-based access:

• Do their specific job functions only
• Handle customers at their station
• View orders assigned to them
• Access inventory they need to stock

How to Set Up Permissions for Different Team Members

1. Go to Team Settings

• Select your business from dashboard
• Click "Team" in the menu

1. Invite New Members

• Enter their email address
• Start with "Owner" role for initial setup

1. Assign Roles

• Choose based on their job responsibilities
• Owner for business leaders
• Manager for supervisors
• Staff for regular employees

1. Verify Access

• Make sure they can access what they need
• Test that they can't access what they shouldn't
• Adjust if needed

What Permissions Mean in Plain English

View-Only Permissions

• Can see information but not change it
• Like watching a training video
• Think "I can observe but not touch"

Edit Permissions

• Can modify information and settings
• Like having a key to the office
• Think "I can change things but others can see"

Admin Permissions

• Can change everything including settings
• Like being the manager
• Think "I run the whole show"

Access-Control Permissions

• Can add or remove other team members
• Like being able to give employee badges
• Think "I control who works here"

Financial Permissions

• Can process payments and view billing
• Like having access to the cash register
• Think "I handle money matters"

Operational Permissions

• Can run day-to-day business activities
• Like being able to serve customers
• Think "I keep things moving"

Locked-Down Permissions

• Limited access for specific tasks only
• Like being assigned to one cash register
• Think "I do one job, nothing more"

Common Scenarios

Scenario 1: New Restaurant Opening

• Owner: You open the restaurant
• Manager: Oversees everything daily
• Staff: Cooks, servers, cashiers get specific task access

Scenario 2: Multiple Locations

• Each location gets its own team setup
• Each location can have its own owners and managers
• Staff only see their location's customers

Scenario 3: Growing Business

• Start with just you and one manager
• Add staff as needed
• Change roles as responsibilities grow

Why This Matters

• Security: Not everyone needs to see financial data
• Focus: Employees stay focused on their jobs
• Accountability: You can track who did what
• Scalability: Easy to add more team members

Quick Check: After setting up team members, ask yourself:

• Can they do their job?
• Can they access what they need?
• Can they NOT access what they shouldn't?

If the answer is "yes" to all three, your permissions are set up correctly!