User Roles and Permissions Guide : The Restaurant Boss

Each user should have their own login so that permissions and access levels can be managed individually. We offer a variety of user roles to help you control who can view, edit, or manage different parts of the system. Below is a breakdown of what each role can access — use this to decide which role is the best fit for each team member.

	Admin	Leadership	Manager	Team Member	Processor
TRANSACTIONS
Budget	✅	✅	View Only	❌	❌
Accounts	✅	✅	View Only	View Only	❌
Reports	✅	✅	✅	✅	❌
Sales	✅	✅	✅	View Only	❌
CoGS, Discounts, DOE	✅	✅	✅	View Only	❌
Labor	✅	✅	✅	❌	❌
Non Controllable Expenses	✅	✅	✅	❌	❌
Schedule	✅	✅	✅	View Only	❌
Inventory	✅	✅	✅	View Only	❌
Transfer	✅	✅	✅	View Only	❌
Deposit	✅	✅	✅	View Only	❌
Documents	✅	✅	✅	❌	✅
Daily POS Transactions	✅	✅	✅	❌	❌
Dashboard	✅	✅	✅	View Only	❌
SHEETS
Recipe Builder	✅	✅	✅	View Only	❌
Job Description	✅	✅	✅	View Only	❌
Checklist	✅	✅	✅	View Only	❌
Build Sheet	✅	✅	✅	View Only	❌
ADMINISTRATION
Notifications	✅	✅	✅	✅	✅
Billing	✅	❌	❌	❌	❌
QuickBooks	✅	✅	❌	❌	❌
Employees	✅	✅	✅	❌	❌
Locations	✅	✏️	View Only	❌	❌
Members	✅	✅	✅	❌	❌
Brand	✅	✅	View Only	❌	❌

Legend

✅ Full Access

❌ Blocked Access

?️ View Only

✏️ Can Edit

?️ Can Delete

The Restaurant Boss

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