Everyone who works at your restaurant gets a staff profile in Owner. Each person's jobs decide what they can see and do on your POS, tablet, dashboard, and the Owner App.
How it works
Three things work together:
Staff members are the people who work at your restaurant. Each one gets a profile and a 4-digit passcode to log in to your POS and tablet.
Jobs are roles, like Server or Manager. Every staff member has at least one job. A job can also set a default hourly pay rate.
Permissions are the things a job lets someone do, like taking payments, giving refunds, or viewing reports.
To change what someone can do, change their jobs or the permissions on a job. A staff member with more than one job gets every permission from all of their jobs, everywhere they log in.
ℹ️ Note: You may also hear jobs called roles. They mean the same thing.
Set up your team
Follow these steps in order. Admins and Managers can do all of them by default, from your Owner Dashboard or the Owner App.
Choose your jobs. Use the three default jobs below, or make your own. See Create and edit staff jobs.
Add your staff. Give each person a profile and at least one job. See Add, edit, or remove a staff member.
Share their passcode. Staff use it to log in to your POS and tablet. See View or reset a staff passcode (PIN).
Keep profiles up to date. Change jobs when someone is promoted, and remove people who leave. The same article covers this: Add, edit, or remove a staff member.
Want your staff to clock in and out? Next, see Set up and use the time clock.
The three default jobs
Every restaurant starts with three jobs. Use them as they are, or change them to fit your team.
Job | Best for | What it can do |
Admin | Owners and general managers | Every permission, including billing and payments |
Manager | Shift and assistant managers | Everything except Manage billing, Manage disputes, Manage payment accounts, View payouts, and Manage restricted forms |
Employee | Servers, cashiers, and line cooks | Use checkout, Use kitchen display system (KDS), and Use time clock |
These are the starting permissions. If someone on your team changed these jobs, yours may be different.
Examples
To keep your sales reports private, give staff the Employee job. It doesn't include View reports.
To let shift managers give refunds but not change billing, give them the Manager job.
For a cashier-only role, create a Cashier job with only Use checkout and Use kitchen display system (KDS) turned on. See Create and edit staff jobs.
Staff at more than one location
A staff member's permissions apply at every location they can access. To limit someone to one location, change Locations access on their staff profile. Changing a job's locations won't limit them.
All permissions
When you create or edit a job, you choose its permissions from these groups.
Orders and Checkout
Permission | What it allows |
Use checkout | Take orders and payments at checkout |
Use kitchen display system (KDS) | Use the kitchen display system |
Adjust order fulfillment | Change an order's fulfillment status |
Adjust prep time | Change estimated prep times |
Discount orders | Apply discounts to orders |
Void orders | Void orders |
Refund or charge orders | Give refunds or add charges |
Change order staff | Move an order from one staff member to another |
Operations
Permission | What it allows |
Manage menus | Create, edit, and manage menu items |
Manage stations | Set up and manage kitchen stations |
Manage gift cards | Create and manage gift cards |
Manage cash drawers | Open and manage cash drawers |
Manage users | Add, edit, and manage staff members |
Manage inbox | View and reply to inbox messages |
Manage store settings | Change store settings |
View reports | View business reports |
Manage billing | Manage billing and your subscription |
Use time clock | Clock in and out of shifts |
Manage shifts | Add, edit, and delete staff timesheets |
Manage jobs | Create, edit, and delete jobs |
Marketing and Customers
Permission | What it allows |
Manage marketing | Create and manage marketing campaigns |
Manage website | Edit website content and settings |
Manage restricted forms | View submissions and edit restricted forms |
Manage customers | View and manage guest information |
Payments and Fees
Permission | What it allows |
View disputes | View payment disputes |
Manage disputes | Manage payment disputes, including sending evidence and responses |
View fee settings | View fee settings |
View payouts | View payout history and schedule |
Manage payment accounts | View and manage payment account details |
In-house delivery
You'll see this group if you use in-house delivery management to assign orders to your own drivers.
Permission | What it allows |
Assign drivers | Assign, reassign, and track in-house deliveries. On by default for Admin and Manager. |
Deliver orders | Take in-house deliveries as a driver in the Owner App |