1. Configuration Guide
  2. Personnel
  3. Create Employee Roles and Grant Privileges

Create Employee Roles and Grant Privileges

A role is a group of privilege options defining what an employee can do. Employee roles determine the EMC modules a user can access, and they also determine what types of operations a POS user can perform (for example, privilege to perform voids or open the cash drawer).

The following employee roles are already created in the Simphony Essentials organization:

  • Waiter

  • Bartender

  • Supervisor

  • Manager

  • Super Super (This is the Administrator role for the EMC and cannot be changed.)

Each role has already been assigned privileges, such as being able to perform returns or voids at the POS level, although you can change these.

Supervisors and Managers have been given privileges to perform most POS actions, such as running reports and authorizing the use of functions such as voids. Waiters and Bartenders have fewer POS privileges.

Manager and Super Super roles are used to access the EMC, and only Super Supers can edit the EMC records.

You can create additional employee roles and change existing roles and privileges as needed.

To add a role:

  1. Add a role:
    1. Select the Enterprise level, click Configuration, and then click Roles.
    2. Click the Insert icon (This image shows the Insert icon.) on the toolbar.
    3. Enter the Record Name for the type of role (for example, Head Waiter), and then click OK
  2. Assign privileges to POS roles:
    1. Double-click the POS role (for example, Waiter, Bartender, Supervisor, or Manager), and then click the Operations tab.
    2. Click the sub tabs to see which privileges have been enabled for the role. Check or uncheck the privileges as required.
      For example,

      • To allow employees in the role to copy and edit a menu item, select 30026 - Copy Edit Menu Item.

      • To allow employees in the role to access register fingerprint, select 30071 - Register Fingerprint.

      • To allow employees in the role to edit the guest check header and trailer, select 308 - Authorize/Perform Edit Receipt Header Trailer.

      Figure 5-18 Assign Privileges to POS Roles


      This figure shows the Operations tab and sub tabs where you can set POS privileges for the employee role.
  3. Assign privileges to EMC roles:
    1. Double-click the EMC role (for example, Manager), and then click the EMC Modules tab.
    2. Check the modules for which employees with this role can View, Edit, Add, or Delete information.

      Figure 5-19 Assign Privileges to EMC Roles


      This figure shows the EMC Modules tab where you can set EMC privileges for the employee role.
  4. Click Save.

Parent topic: Personnel