Connect Roles

A Connect Role is the set of permissions established for a user's Connect account. With a Connect role, users can have full or limited access to settings depending on the options selected in the assigned role.  

How to Create a Connect Role

1. Login to Connect and select 'Options' from the left side menu. 
2. Select 'Connect Roles' from the 'Options' drop down menu.
3. Select 'Add Connect Role' and enter in a Name for the role (Ex: All Access - No Delete, Admin, Report/View Only, etc.).
4. Select the options based on the access needed.

Connect Role Options 

When creating a Connect Role, select YES to enable all options within a section or select options individually in the subsets.  

• If YES is selected for the Section, all options in the subset are set to YES.
• If NO is selected for any options within the subset, the section will change to NO as well. 

See examples below:

  

Connect Role Descriptions 

All

• This will set all options to YES or NO. 
• Every set has a toggle for all options to be set to YES or NO.
• If ALL options are set to NO then the user will have Dashboard view only.

Analytics (Reports)

• Inventory: Access to run all Inventory Reports
• Custom: Access to run all End of Show Reports and Live Report
• Employee: Access to run all Employee Reports
• Vendor: Access to run all Vendor Reports
• Venue: Access to run all Venue Reports
• Mobile Ordering: Access to run all Mobile Ordering Reports (if applicable)
• Advanced Analytics: Access to all Advanced Analytics (if applicable)

Orders

• View Only: Access to view all Orders and Checks. Allows the download of the digital receipt
• Refund: Access to refund Orders. Requires that access to View Only is set to YES
• Resend Receipt: Access to resend receipts via email. Requires that access to View Only is set to YES
• View Signature: Access to download and view digital signature captures. Requires that access to View Only is set to YES
• Edit Date: Access to edit the date of the Order. Requires View Only access set to YES

Options

• Account Group: Access to create/edit/delete Account Groups for reporting purposes
• Category Group: Access to create/edit/delete Category Groups for Activate users. Falls under Static Category Groups of Food/Drinks/Alcohol
• Commission Groups: Access to create/edit/delete Commission Groups for reporting purposes
• Connect Roles: Access to create/edit/delete Connect Roles
• Custom Fees: Access to create/edit/delete Custom Fees
• Custom Tender: Access to create/edit/delete Custom Tenders
• Day Parts: Access to create/edit/delete Day Parts for item availability
• Discounts (Legacy): Access to create/edit/delete Discounts
• Employee Roles: Access to create/edit/delete Employee Roles
• Permissions Sets: Access to create/edit/delete Permission Sets
• Price Levels: Access to create/edit/delete Price Levels
• Printer Groups: Access to create/edit/delete Printer Groups
• Report Category: Access to create/edit/delete Report Categories
• Reasons: Access to create/edit/delete Reasons within Reasons Groups
• Reasons Groups: Access to create/edit/delete Reasons Groups
• Report Category: Access to create/edit/delete Report Categories
• Tax Groups: Access to create/edit/delete Tax Groups and Tax Rates
• Tax Levels (only in non-tax per item venues): Access to create/edit/delete Tax Levels
• Vendor Group: Access to create/edit/delete Vendor Groups for reporting purposes
• Vendor Roles: Access to create/edit/delete Vendor Roles
• Vendor Roles - Cashier Reasons: Access to create/edit/delete Cashier Reasons within the Vendor Role
• Void Groups: Access to create/edit/delete Void Groups

Items 

• View: Access to view all Items within the database
• Create: Access to create new Items within the database
• Edit: Access to edit/change Items within the database
• Delete: Access to delete Items within the database (not recommended)
• Import: Access to do importing of Items in the database (not recommended)
• Assign Vendors: Access to assign/unassign items for each vendor

Activate Accounts

• View: Access to view Employee Accounts within the database
• Create: Access to create new Accounts within the database
• Edit: Access to edit/change Accounts within the database
• Delete: Access to delete Accounts within the database (not recommended)

Connect Accounts

• View: Access to view all Accounts within the database
• Create: Access to create new Accounts within the database
• Edit: Access to edit/change Accounts within the database
• Delete: Access to delete Accounts within the database (not recommended)

Codes

• View: Access to view all Codes within the database
• Create: Access to create new Codes within the database
• Edit: Access to edit/change Codes within the database
• Delete: Access to delete Codes within the database

Vendors

• View: Access to view all Vendors within the database
• Create: Access to create new Vendors within the database
• Edit: Access to edit/change Vendors within the database
• Delete: Access to delete Vendors within the Database (not recommended)

Events

• View: Access to view all Events via the Calendar within the database and access to Stand Sheets
• Create: Access to create new Events and Stand Sheets
• Edit: Access to edit Events
• Delete: Access to delete Events

Cash Room (note that Events View must be set to YES to enable Cash Room View)

• View: Access to view all Cash Room within the database
• Create: Access to create Cash Drops and Cash Adds from the Cash Room
• Edit: Access to enter information into the Cash Room
• Custom Tenders: Allows entering of Custom Tenders in the Cash Room
       View: Access to view all Custom Tenders Configuration 
       Create: Access to create new Custom Tenders
       Edit: Access to edit the configuration of existing Custom Tenders 
       Delete: Access to delete any available Custom Tenders

Schedule

• Allows access to the Humanity Shift Planning Integration for Timeclock

Inventory

• View: Access to view Inventory (All subsets of Inventory)
• Create: Access to create Inventory Items, Warehouses, Distributors, etc.
• Edit: Access to edit within Inventory (Items, etc.)
• Delete: Access to delete within Inventory (Items, etc.) (not recommended)
• Edit Cost of Goods (Inventory Settings): Access to edit the COGS (must have edit Inventory set to YES)
• Edit SKU Number: Access to edit the SKU number on Inventory Items.
• PO Charges: Access to edit Purchase Orders

Layouts

• View: Access to view the Layouts
• Create: Access to create Layouts
• Edit: Access to edit Layouts
• Delete: Access to delete Layouts (not recommended)

Settings

• View: Access to view the Settings module and each section within it.
• Edit: Access to edit the Settings and each section within it.

Corporate Lock

Note: View and Edit access to Items is required.

• View: Able to view already created Corporate Locked Items
• Create: Access to create the option for Corporate Lock Must be enabled to edit
• Edit: Access to enable and disable Corporate Lock on Items
• Delete: Access to delete an item from the Corporate Account