You’ll need Admin access to complete this guide.
Let’s start by navigating to Key roles: Location menu > Employee overview > Key roles.
Here you’ll see a long list of roles you might have in your company—if you serve alcohol you’ll find “responsible seller” and “deputy,” perhaps also a general manager, safety representative and union representative. You can also assign roles to those who have extra responsibility on top of a chef, waiter or bartender position.
Remove Roles You Don’t Need
Start by deleting the roles you don’t need. If you change your mind, you can find them again via the Add key role button.
Edit a Key Role
Click Edit via the dot menu to change the name, emoji, description of the role, access level, as well as mandatory courses and documentation (courses and documentation can be handled in procedures later if you prefer).
Add Your Own Key Role
We’ve set aside some undefined roles that you can turn into whatever you like. If you want more, just contact customer service and we’ll create them for you. We’re also working so that you’ll be able to do this yourself in the future!
Assign Key Roles
To assign a key role, click it and select an employee from the list.
PS: Employees must have accepted their invitation before they can be assigned a key role.
Can’t find yourself in the list? If you add yourself to the location, you will appear among the people who can be assigned the key role.