Personalize Ecolab KitchenIQ™ with the current roles within your restaurant. After creating a Role, you can then assign its rank within your store, which will ensure users cannot see information for roles above their rank
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
Create a Role
To create a role, you'll need to be in Roles & Users in Admin
- From the Menu, tap Admin
- Navigate to Roles & Users
- Tap the + sign in the top right corner
- Tap Create Role
- Enter a name for the Role
- e.g. Director, Team Lead, Trainer
- Make these names familiar to your restaurant!
- Select a Role Type
- The role type determines certain in‑app behaviors (such as who can be assigned as a leader) based on the role
- Organizations can control permissions at the role type level to ensure consistent access and standards
- Set the Role's ranking
- This defines where the role lies in your business hierarchy. Location Manager is the highest rank (1), and Team Members should be the lowest rank
- Example: Location Manager (1) -- Manager (2) -- Leader (3) -- Team Member (4)
- Toggle on or off the Permissions the role needs
- Tap Create Role
When you import users from HR payroll, all employees will be imported into the Team Member Role. You can then sort them in different Roles accordingly. Ensure that the Team Member role is the lowest rank. You can do this by tapping the role, then tapping Settings at the top of the screen. Rearrange the role rankings, then tap save.
Ensure you configure Permissions for any new Role. Check out Edit Role Permissions
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