Enterprise - Connect Roles

A Connect Role is the set of permissions established for a user's Connect Account. The role determines if a user has full or no access to Connect pages depending on the options selected.

Access can be toggled on/off in the Connect Role, but the Page Levels will define what functions the user will have for each page. 

Create a Connect Role

1. Click the Connect Roles icon under the Accounts section on the Corporate Dashboard.
   
   

2. Select the blue Add Connect Role button in the upper right corner of the screen.
3. Enter a Name for the Role.
   • A recommended practice is to Name the role according to the function the user performs in the system.
   • Ex. Venue Manager, Administrator, Inventory Manager, etc.
4. Choose the options that this Connect Role needs to access.
   • Toggle options to Yes to allow the user to view that Page.
   • Toggle options to No to hide the page from the user.
5. At the bottom of the window is a Level dropdown.
6. Choose a level between 1 and 10.
   • Level 10 is the most restrictive whereas 1 grants the most access including everything level 2-10 would have access to.
   • These levels are programmed under Page Levels.
7. Select the blue Save button to add the Role.
8. Once a Role is created, there is an option to Copy or Delete.
9. Click on the Hamburger icon to export and import Role data.
   

Configure Role Information

1. Search for and select a Connect Role to configure.
2. Click Yes under All in the upper right to enable all options.
3. Click No under All in the upper right to disable all options.
4. Select options individually in the section to toggle.
5. If all options in all sections are set to No, the user can only view the Dashboard upon login. 
   
   

General

• Accounts: Access to view Employee, Terminal, and KDS Accounts.
• Accounts Connect: Access to view Connect Accounts.
• Advanced Analytics: Access to all Advanced Analytics (if applicable).
• Cart Actions: This is an upcoming feature.
• Cash Room: Access to view Cash Room module.
• Discounts: Access to view the Discounts/Reduction module used with ActivateX.
• Events: Access to view the event calendar module.
• Favorite Groups: Access to view favorite group configurations used within ActivateX.
• Hawking: Access to view the Hawking module.
• Hierarchies: Corporate level access for mapping out venue hierarchies.
• Interact Web: Access to view the Interact Web module.
• Items: Access to view the Items tab.
• Layouts: Access to view layouts for seat selections used in Activate Classic and Web.
• Meal Periods: Access to view the Meal Period tab used for reporting.
  • Must be enabled under General and Options.
• Orders: Access to view all Orders and Checks.
• Pickup Windows: Access to view Pickup Windows.
  • Must be enabled under General and Options.
• Profile: This is an upcoming feature.
• Codes: Access to view the Codes module.
• Restaurants: Access to view the Restaurant module for Table Service to make table layouts.
• Schedule: Used for 3rd party integrations for a timeclock.
• Settings: Access to the Settings tab with options for Venue Configuration, Mobile Ordering, Integrations, Integration Jobs, and Printers.
• Terminals: Corporate level access to view terminal information.
• Vendors: Access to view the Vendors module.
• Venues: Corporate level access to view the venues that were created within that Corporate.

Reports

• All Reports: Enable access to all the canned report options. 
• Employee: Access to run all Employee Reports.
• End of Show: Access to run all End of Show Reports.
• Inventory: Access to run all Inventory Reports.
• Live Reports: Access to view the Live Report.
• Mobile Ordering: Access to run all Mobile Ordering Reports (if applicable).
• Vendor: Access to run all Vendor Reports.
• Venue: Access to run all Venue Reports.
  

Inventory

• All Inventory: Enable access to all Inventory features.
• Distributors: Access to view Distributors.
• Items: Access to view Inventory Items.
• Live Inventory: Access to view Live Inventory.
• Options: Access to view inventory options for Categories, Brands, Units, PO Charges, and GL Account Codes.
• Purchase Orders: Access to view Purchase Orders.
• Settings: Access to Inventory configuration tied to a Vendor Role.
• Transfers: Access to view Transfers.
• True Up Count: Access to perform an Inventory True Up.
• Warehouses: Access to view Warehouse locations.

Options

• All Options: Enable access to all Options in this section.
• Account Group: Access to Account groups. 
• Category Group: Access to Category Groups
• Commission Groups: Access to Commission Groups.
• Connect Roles: Access to Connect Roles.
• Custom Fees: Access to view Custom fees.
• Custom Fields Actions: Access to view Custom Fields.
• Custom Tenders: Access to Custom Tender.
• Day Parts: Access to view Day Parts.
• Discounts: Access to view legacy Discounts.
• Employee Roles: Access to view Employee Roles.
• Favorite Groups: Access to view Favorite Groups.
  • Must be enabled under General and Options.
• Item Restrictions: Access to Item Restrictions used for purchasing limitations.
• Meal Periods: Access to view Meal periods for reporting.
  • Must be enabled under General and Options.
• Order Types: Access to view Order Types.
• Permissions Sets: Access to view Permissions Sets.
• Pickup Windows: Access to view Pickup Windows.
  • Must be enabled under General and Options.
• POS Categories: Access to view POS Categories used in ActivateX.
• Price Levels: Access to view Price Levels.
• Print Groups: Access to view Print Groups.
• Reason Groups: Access to view Reason Groups.
• Reasons: Access to view Reasons.
• Report Category: Access to view Report Categories.
• Tax Groups: Access to view Tax Groups.
• Tax Levels: Access to view Legacy tax levels.
• Tax Rates: Access to view Tax Rates.
• Terminal Roles: Access to view Terminal Roles.
• User Actions: Access to view User Actions.
• Vendor Group: Access to view Vendor Groups.
• Vendor Roles: Access to view Vendor Roles.
• Void Groups: Access to view Void Groups.

Security

• All Security: Enable access to all Security options in this section.
• Audit Change Log: Upcoming feature to allow access to view history and audit logs.
• Operator List Report: SOX level audit report that shows user actions. 
• Page Levels: Access to view Page Levels (used in conjunction with Connect Roles).
• Settings: Access to view Security settings for password restrictions and inactivity timeouts, etc.

Suites

• All Suites: Enable access to all Suites options in this section. 
• Access Preorders: Access to view PreOrders.
  • Must enable Orders in the Suites section as well to display in Connect.
• Access “Production Units”, “Menus”, Delivery Schedules: Access to view Productions Units, Suites Menus, and Delivery Schedules.
  • Must enable for each of the individual options in the Suites section as well to display in Connect.
• Access Reporting: Access to view Suite Reports including Order Reports, Distribution Reports, Production Labels and No Order Report.
  • Must enable Reports in the Suites section as well to display in Connect.
• Access Suite Accounts: Access to view Suite Accounts.
  • Must enable Accounts in the Suites section as well to display in Connect.
• Accounts: Access to view Accounts.
  • Must enable Access Suite Accounts in the Suites section as well to display in Connect.
• Delivery Schedule: Access to view Delivery Schedule.
  • Must enable “Production Units”, “Menus”, Delivery Schedules in the Suites section as well to display in Connect.
• Edit PreOrder Cutoff Template: Ability to create a template to cutoff Preorders based on days/times.
• Edit Suites Settings: Access to view Suite Settings
  • Must enable Settings in the Suites section as well to display in Connect.
• Enable Pre-Authorization: Access to pre-authorize Suite PreOrders prior to event day.
• Menus: Access to view Suites Menus
  • Must enable “Production Units”, “Menus”, Delivery Schedules in the Suites section as well to display in Connect.
• Orders: Access to view PreOrders.
  • Must enable Access Preorders in the Suites section as well to display in Connect.
• Production Units: Access to view Production Units.
  • Must enable “Production Units”, “Menus”, Delivery Schedules in the Suites section as well to display in Connect.
• Reports: Access to view Reports including Order Reports, Distribution Reports, Production Labels and No Order Report.
  • Must enable Access Reporting in the Suites section as well to display in Connect.
• Settings: Access to view Suite Settings.
  • Must enable Edit Suites Settings in the Suites section as well to display in Connect.
• Suites: Access to view the programmed Suites.
• View Suite Link: Ability to view the suite preorder URL in Suites settings.

Assign to Venues

1. Search for and select a Role to edit.
2. Select the Assigned Venues tab
3. Click Add Venue.
   
   
4. Search for a venue and select Assign to add the Role.
5. Use the Assign All or Unassign All for mass updates.
   
   

Assign Reports

Each Advanced Analytics report can be enabled or disabled for the Connect Role.

1. Select the Assigned Reports tab. 
   
   
2. Click Add Report.
3. Search for Reports to Assign or Unassign. 
4. Use the Assign All or Unassign All for mass updates. 
   
   

History

The history tab shows a history of changes made to Roles.