Overview

This article describes how to apply appropriate permissions to staff members that must access and use the Heartland Restaurant Admin Console. You can configure permissions for Admin Console users in the User Permission screen. This is not the same Permission screen used to configure permissions for POS users; that screen is available in the Main Menu, under Location Setup.

Creating & Assigning a User Permission Level

Creating a Permission Set

1. Log into the Admin Console and access the appropriate account.
2. In the Admin Console’s Main Menu, click Users, then select Permissions.
   Admin Console User permissions are accessible at the account level.
3. In the User Permissions screen, click New to make a new permission set.
4. In the Name box, enter a descriptive name for the new permission set.
5. Go through the list and select the check box of each permission that you wish to include in this permission set. 
6. After you have selected all desired permissions, click Save to save the changes.

Assigning a Permission Set to a User

1. In the Admin Console’s Main Menu, click Users, then select Users.
2. In the Users screen, select an existing user in the list. 
3. To give this user permission to access all features in the Admin Console, select the Admin check box.
   If you select the Admin check box, the program will not display the Permissions list.
4. To associate this user with a specific permission set, click the Select a Location list (under Permissions) and select a location whose settings and data the user will be accessing.
   When you select a location, the program displays an accompanying Permissions list, which includes all permission sets you have defined in the User Permissions screen. 
5. In the location’s Permissions list, select an appropriate permission set for the user.
6. If the user will access the data of additional locations, repeat steps 4 – 5 until you added all locations and permissions to the user’s settings.
   If your account has multiple locations, you can give a user access to the data one or more locations and (if necessary) apply a different permission set for each location.
7. Click Save to save the changes, then click Publish Changes to publish the new settings to the various locations.

User Permission Matrix

If a user does not have permission to access the screens under a section of the Main Menu (such as Location Setup), the user can still navigate to and view those screens. However, the controls in those screens will be inactive for the user.

Below is a list of areas that each permission grants access to edit when selected.

The Publish Changes permission will only allow or withhold the ability to publish changes to a location.

Locations

Location Setup

• Settings
• Online Ordering
• App Ordering
• Rooms
• Custom Tenders
• Tip Out Types
• Paid In & Out Types
• Payout Apportions
• Dayparts
• Authorized Tablets
• Printers
• Display Formats
• Customer Receipt

Staff Members

Location Setup

• Staff
• Job Types
• Labor Categories
• Scheduled Shifts
• Permissions
• Report Access
• Break Types
• Time Punches
• Clock In Message

Menu Items

Menu

• Items
• Sections
• Groups
• Sizes
• Attributes
• Kitchen Groups
• Report Categories
• Daypart Categories
• Revenue Centers
• Modifiers
• Ingredients
• Context Items
• Taxes
• Tags
• Pricing
• Discounts
• Adjustments
• Promotions
• Void Reason

Loyalty

Loyalty Setup

• Loyalty
• Membership List

All Reports

Enabling the All Reports permission will allow the user to view, print, or export the following reports:

Reports

• Daily Summary
• Items
• Ingredients
• Hourly Tickets
• Hourly Items
• Discounts
• Adjustments
• Taxes
• Surcharges
• Void Reasons
• Tips & Payouts
• Tip Outs
• Tickets
• Transactions
• Payment Terminals
• Cash Summary
• Cash Drawers
• Labor Summary
• Payroll Summary
• Time Clock
• Loyalty (Account level only)

Dashboard

• Snapshot
• Sales
• Staff

Sales Reports

Enabling the Sales Reports permission will allow the user to view, print, or export the following reports:

Reports

• Daily Summary
• Items
• Ingredients
• Hourly Tickets
• Hourly Items
• Discounts
• Adjustments
• Taxes
• Surcharges
• Void Reasons
• Tips & Payouts
• Tip Outs
• Tickets
• Transactions
• Payment Terminals
• Cash Summary
• Cash Drawers
• Loyalty (Account level only)

Dashboard

• Snapshot
• Sales
• Staff

Payroll Reports

Enabling the Payroll Reports permission will allow the user to view, print, or export the following reports:

Reports

• Payroll Summary
• Time Clock
• Loyalty (Account level only)

Labor Reports

Enabling the Labor Reports permission will allow the user to view, print, or export the following reports:

Reports

• Labor Summary
• Loyalty (Account level only)

Loyalty Reports

Enabling the Loyalty Reports permission will allow the user to view, print, or export the following reports:

• Reports
• Loyalty