Connect Roles in Appetize

Description: A Connect Role is the permissions established for a user's Connect Account. The role determines the level of access a user has to Connect pages depending on the options selected.

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Access can be toggled on/off in the Connect Role, but the Page Levels will define what functions the user will have for each page.

Default Connect Roles

Existing Connect Roles have been converted to the new structure to prevent access issues. 

Also, default Roles have been created to provide a standard role to leverage.

• (1) Appetize Admin: Level 1 - Super Admin with access to all features and options in Connect. 
  
• (2) Admin: Level 2 - Corporate or venue admin with access to all options. 
  
• (4) Local Admin: Level 4 - Venue level manager with access to all modules, but some setting restrictions.
  
• (6) Inventory Admin: Level 6 - Access to Inventory functions and reporting. 
  
• (8) Finance Admin: Level 8 - View access to Orders and Cash Room and the ability to generate reports. 
• (10) View Only: Level 10 - View access in Connect. 
  

Create a Connect Role

1. Log in to Connect and select Options from the left-side menu. 
2. Select Connect Roles from the Options menu.
3. Select the blue Add Connect Role button.
4. Enter a name for the role.
   • A recommended practice is to name the role according to the user's function in the system.
   • Ex. Venue Manager, Administrator, Inventory Manager, etc.
     
     
     
5. Choose the options that this Connect Role needs to access.
   • Toggle options to Yes to allow the user to view that Page.
   • Toggle options to No to hide the page from the user.
6. At the bottom of the window is a Level dropdown.
7. Choose a level between 1 and 10.
   • Level 10 is the most restrictive, whereas 1 grants the most access, including everything level 2-10 would have access to.
   • These levels are programmed under Page Levels.
8. Select the blue Save button to add the Role.
9. Once a Role is created, there is an option to Copy or Delete.
10. Click on the hamburger icon to export and import Role data.

Configure Connect Role

1. Search for and select a Connect Role to configure.
2. Click over it twice to open the configuration.
3. Click Yes under All in the upper right to enable all options.
4. Click No under All in the upper right to disable all options.
5. Select options individually in the section to toggle.
6. If all options in all sections are set to No, the user can only view the Dashboard upon login. 

Glossary Information by Tab

General

• Accounts: Access to view Employee, Terminal, and KDS Accounts.
• Accounts Connect: Access to view Connect Accounts.
• Advanced Analytics: Access to all Advanced Analytics (if applicable).
• Cart Actions: This is an upcoming feature.
• Cash Room: Access to view Cash Room module.
• Discounts: Access to view the Discounts/Reduction module used with ActivateX.
• Events: Access to view the event calendar module.
• Favorite Groups: Access to view favorite group configurations used within ActivateX.
• Hawking: Access to view the Hawking module.
• Interact Web: Access to view the Interact Web module.
• Items: Access to view the Items tab.
• Layouts: Access to view layouts for seat selections used in Activate Classic and Web.
• Meal Periods: Access to view the Meal Period tab used for reporting.
  • Must be enabled under General and Options.
• Orders: Access to view all Orders and Checks.
• Pickup Windows: Access to view Pickup Windows.
  • Must be enabled under General and Options.
• Profile: This is an upcoming feature.
• Codes: Access to view the Codes module.
• Restaurants: Access to view the Restaurant module for Table Service to make table layouts.
• Schedule: Used for 3rd party integrations for a timeclock.
• Settings: Access to the Settings tab with options for Venue Configuration, Mobile Ordering, Integrations, Integration Jobs, and Printers.
• Vendors: Access to view the Vendors module.
  
  
  

Reports

• All Reports: Enable access to all the canned report options. 
• Employee: Access to run all Employee Reports.
• End of Show: Access to run all End of Show Reports.
• Inventory: Access to run all Inventory Reports.
• Live Reports: Access to view the Live Report.
• Mobile Ordering: Access to run all Mobile Ordering Reports (if applicable).
• Vendor: Access to run all Vendor Reports.
• Venue: Access to run all Venue Reports.
  
  
  

Inventory

• All Inventory: Enable access to all Inventory features.
• Distributors: Access to view Distributors.
• Items: Access to view Inventory Items.
• Live Inventory: Access to view Live Inventory.
• Options: Access to view inventory options for Categories, Brands, Units, PO Charges, and GL Account Codes.
• Purchase Orders: Access to view Purchase Orders.
• Settings: Access to Inventory configuration tied to a Vendor Role.
• Transfers: Access to view Transfers.
• True Up Beta: Access to True Up Beta module
• True Up Count: Access to perform an Inventory True Up.
• Warehouses: Access to view Warehouse locations.
  
  
  

Options

• All Options: Enable access to all Options in this section.
• Account Group: Access to Account groups. 
• Category Group: Access to Category Groups
• Commission Groups: Access to Commission Groups.
• Connect Roles: Access to Connect Roles.
• Custom Fees: Access to view Custom fees.
• Custom Fields Actions: Access to view Custom Fields.
• Custom Tenders: Access to Custom Tender.
• Day Parts: Access to view Day Parts.
• Discounts: Access to view legacy Discounts.
• Employee Roles: Access to view Employee Roles.
• Favorite Groups: Access to view Favorite Groups.
  • Must be enabled under General and Options.
• Item Restrictions: Access to Item Restrictions used for purchasing limitations.
• Languages: Access to Language settings. 
• Options: 
• Order Types: Access to view Order Types.
• Permissions Sets: Access to view Permissions Sets.
• Pickup Windows: Access to view Pickup Windows.
  • Must be enabled under General and Options.
• POS Categories: Access to view POS Categories used in ActivateX.
• Price Levels: Access to view Price Levels.
• Print Groups: Access to view Print Groups.
• Reason Groups: Access to view Reason Groups.
• Reasons: Access to view Reasons.
• Report Category: Access to view Report Categories.
• Tax Groups: Access to view Tax Groups.
• Tax Levels: Access to view Legacy tax levels.
• Tax Rates: Access to view Tax Rates.
• Terminal Roles: Access to view Terminal Roles.
• User Actions: Access to view User Actions.
• Vendor Group: Access to view Vendor Groups.
• Vendor Roles: Access to view Vendor Roles.
• Void Groups: Access to view Void Groups.
  
  
  

Security

• All Security: Enable access to all Security options in this section.
• Operator List Report: SOX level audit report that shows user actions. 
• Page Levels: Access to view Page Levels (used in conjunction with Connect Roles).
• Settings: Access to view Security settings for password restrictions and inactivity timeouts, etc.
  
  
  

Suites

• All Suites: Enable access to all Suites options in this section. 
• Access “Production Units”, “Menus”, Delivery Schedules: Access to view Productions Units, Suites Menus, and Delivery Schedules.
• Accounts: Access to view Accounts.
• Delivery Schedule: Access to view Delivery Schedule.
• Edit PreOrder Cutoff Template: Ability to create a template to cutoff Preorders based on days/times.
• Menus: Access to view Suites Menus
• Orders: Access to view PreOrders.
• Production Units: Access to view Production Units.
• Reports: Access to view Reports including Order Reports, Distribution Reports, Production Labels and No Order Report.
• Settings: Access to view Suite Settings.
• Suites: Access to view the programmed Suites.
• User Defined Options: This feature enables suite administrators to ask suite-holders questions specific to their event order.
• View Suite Link: Ability to view the suite preorder URL in Suites settings. 
  
  
  

Assigned Reports Tab

Each Advanced Analytics report can be enabled or disabled for the Connect Role.

1. Select the Assigned Reports tab. 
   
   
2. Click Add Report.
3. Search for Reports to Assign or Unassign. 
4. Use the Assign All or Unassign All for mass updates. 
   
   

History

The history tab shows a history of changes made to Roles.