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
In ECM, users are assigned jobs, which define the activities that are permitted for their assigned job.
- User Jobs have configurable permissions and rates of pay.
- A bookkeeper job, for example, who doesn't interact with guests, would have different user permissions than a server job who takes orders, performs check operations, takes payment, etc.
- In most cases, managers will be permitted more actions than other roles; there may also be different levels of manager permissions set for different management roles.
- Users can be enabled or disabled to allow or deny access when logging in.
Configuration
Log in to Enterprise Content Management. Click Order Entry.
Navigate to the Users page.
- Add: Click Add User to create a new user.
- Edit: Tap the pencil icon next to an existing user to edit.
To add, enter the user's information and choose the sites they have access to:
Alias/Nickname - Enter a nickname for a user that will show for that user on all iPads.
Full Name - Enter the employee's full name.
Key Code - Enter a key code that the user will use to log in to an iPad. If the restaurant has mag cards enabled, this will also be the number associated with the user's mag card.
External Code - Leave as default value. External Codes are used for 3rd-party-software developers.
Disabled - Checkbox to enable or disable a user. If flagged, this user will not show up on any iPad.
Sites/Assignment - In this section, users are assigned to a site. Each user MUST be flagged to work at a site in order to log in.
Jobs and Rates - In this section, users are assigned a job and their rate of pay. Each user MUST be flagged for at least one job and have a rate entered in order to log in.
Click the Jobs and Rates tab in the pop-up. Select a job. The user will now have the rate and permissions designated for 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 application.
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