Step 1: Login to ECM as an existing Admin user, and click on the Users button.
Step 2: If you already skipped past the first screen you can get back to the proper users page by clicking on the Home link on the top left. Then you will be brought back to Step 1.
Step 3: click on Roles under the Users
Step 4: Click on Add Role
Step 5: Label the Name and Description of the Role and hit Save
Step 6: After saving the Role you may now edit the role to configure the permissions for the user.
Visible:
Main Modules
Sub Modules
Access Types:
View means any user associated with this ECM role will only be able to view this module however they cannot Edit or Save any changes.
View/Edit means users with this role will be able to edit, view, and save changes in this module.
Step 7: Associate the user with this ECM Permission from the Users list
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Summary
ECM uses a system that assigns roles to users. The roles are given permissions which the users can use. This is important for restaurants because it allows the owner to set restrictions for servers and staff in training while giving full permission to managers. Users may also be disabled to deny access.
Configuration
Log in to Enterprise Content Management.
Click Order Entry. Navigate to the User page.
Click Add User to create a new user. Tap the pencil icon next to a preexisting user to edit.
Enter the user's information and choose the sites they have access to; the Key Code is the number series they use to log in to the iPad
Click the Jobs and Rates tab in the pop-up. Select their job. They will now have the rate and permissions of that job.
Click Save when finished.
Click Save Changes to finalize or Cancel Changes to start over.
Operation
Use the External Code to log in to the iPad.
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