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Mobile App Walkthrough: Roles & Users

Erin Lavey
Erin Lavey
  • Updated

Roles in Ecolab KitchenIQ™ are the different levels of leadership in your organization. We input Roles and give them a Rank, with Operator being #1 and Team Member being the lowest. This is important because you can only assign Infractions and view the Accountability Story for employees in a lower Rank. After creating Roles, we add your employees to their Role in your organization, and we can then set Permissions for them. You will also have the ability to edit Permissions by the individual User, as well as adjust their PIN number

Create a Role

To edit roles, you must have the "Manage Admin Settings" permission. This will allow you to manage roles and users. For more information on different role permissions visit Edit Role Permissions

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  1. From the Menu, tap Admin
  2. Navigate to Roles & Users

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  1. Tap the + sign in the top right corner
  2. Tap Create Role
  3. Enter a name for the Role
    • e.g. Director, Team Lead, Trainer
    • Make these names familiar to your restaurant!
  4. Set the Role's ranking
    • This defines where the role lies in your business hierarchy. Owner/Operators will always be the highest rank (1), and Team Members should be the lowest rank (typically Rank 6)
    • Example: Owner/Operator (1) -- Director (2) -- Shift Manager (3) -- Shift Leader (4) -- Trainer (5) -- Team Member (6)
  5. Toggle on or off the Permissions the role needs
  6. Tap Create Role

All employees will be imported into the Team Member Role. You can then sort those in different Roles accordingly. Ensure that the Team Member role is the lowest rank. You can do this by tapping Manage Users & Permissions for this role, and navigating to Settings at the top of the screen

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Add Users to a Role

You can easily add employees to a role in bulk. Update User Roles anytime you promote someone to ensure their permissions are correct

To add Users to a Role, you must have the "Manage Admin Settings" permission. This will allow you to edit Roles and Users. For more information on different role permissions visit Edit Role Permissions

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  1. From the Menu, tap Admin
  2. Navigate to Roles & Users

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  1. Tap the Role you want to add users to
  2. Tap the + sign in the top right corner
  3. Search for and select the employees to add to the Role
  4. Tap Save

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Edit Permissions by Role

To edit permissions, your role must have the "Manage Admin Settings" permission. This will allow the users within the role to manage roles and users. For more information on different role permissions visit Edit Role Permissions

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  1. From the Menu, tap Admin
  2. Tap Roles & Users

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  1. Tap the Role you would like to edit permissions for
    • For more information on creating and editing roles, check out Create a role
  2. Tap Permissions
  3. Tap the toggle to add or remove a permission for this role

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Edit Permissions by User

In addition to setting Permissions by Role, you can edit Permissions by the individual User if needed

To view Users, you must have the "Manage Admin Settings" permission. This will allow you to manage Roles & Users. For more information on different role permissions visit Edit Role Permissions

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  1. Navigate to Menu Admin
  2. Tap Roles & Users

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  1. Tap on the Users tab at the top of the screen
  2. Search for and select the User
  3. Edit their Role or PIN if needed
  4. Tap on Permissions to edit
    • Tap the toggles to turn on or off a permission for the user
    • This will update permissions for this individual User, not the Role

If you want to deactivate a User from your store before they are terminated in payroll, tap Deactivate User at the bottom of the screen

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Update a User's Area

Upon their initial sign-in to KitchenIQ, users will select the restaurant Area they belong to. If needed, this choice can be modified in Areas

To change a user area, you must have the "Manage Admin Settings" permission. This will allow you to manage roles and users. For more information on different role permissions visit Edit Role Permissions

To change existing areas, check out Create, Edit & Delete Areas

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  1. From the Menu, tap Admin
  2. Tap Areas

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  1. Tap the + sign on an Area to add employees
  2. Select any user you'd like to add to the Area
    • You can select multiple users
  3. Tap Save
    • All users displaying a check mark will be added to the selected Area

The schedule type a user is assigned in your Scheduling system will override their Area in KitchenIQ when creating Setups (e.g. a user who is assigned to the BOH Area in KitchenIQ, but scheduled a FOH shift in your Scheduling system will appear in FOH setups and not BOH)

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Deactivate/Reactivate Users

Before you make any changes in payroll, you have the ability to deactivate or reactivate a user as needed. Deactivated users will no longer have access to view your store within KitchenIQ

To edit users, you must have the "Manage Admin Settings" permission. This will allow you to manage roles and users. For more information on different role permissions visit Edit Role Permissions

This can be done via mobile app or web portal

Deactivating a User via Mobile App

You will edit users in Roles & Users under Admin on the Mobile App

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  1. From the Menu, tap Admin
  2. Tap Roles & Users

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  1. Tap Users at the top
  2. Search for and select the user you wish to deactivate
  3. Tap Deactivate User
  4. Confirm Deactivation

Once a user is deactivated, they will no longer be able to access your store. If they are not associated with any other stores, they will lose access to KitchenIQ

 


 

Reactivating a User via Mobile App

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  1. From the Menu, tap Admin
  2. Tap Roles & Users

  1. Tap Users at the top
  2. Select the user you wish to deactivate
  3. Tap Reactivate User

Once a user is reactivated, they will regain access to your store in KitchenIQ

 


 

Deactivating a User via Web Portal

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  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Roles & Users, then Users in the left side menu
  3. Search for the employee under the active filter
    • If the employee cannot be found, change the filter from Active to Inactive
    • If the user shows under the Inactive list, they have already been deactivated
  4. Select the user you wish to deactivate
  5. Click on the 3 dots in the top right of their profile
  6. Click Deactivate User
  7. Confirm Deactivation

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Reactivating a User via Web Portal

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  1. Navigate to the Ecolab KitchenIQ™ website
  2. Click on Roles & Users, then Users in the left side menu
  3. Change the filter to Inactive
  4. Search for the employee under the inactive filter
    • If the employee cannot be found, change the filter from Inactive to Active
    • If the user shows under the Active list, they have already been activated
  5. Select the user you wish to reactivate
  6. Click on the 3 dots in the top right of their profile
  7. Click Reactivate User
  8. Confirm Reactivation

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