Getting the permissions settings for each employee in your company correct is integral. There is a hierarchy in every business, often with lots of different levels/tiers.

It is paramount that staff only have access to the things relevant to their job role and aren't able to view or amend any other information or personal data unnecessarily. Getting this wrong could have a serious impact on your company.

In this article, we will take a more in-depth look at what all of these permissions mean for your employees as users and how they can protect you as a business.

Firstly navigate your way to Admin - Company Settings by clicking on the '4 squares' icon in the top right hand corner of the page.

The two areas we are going to focus on are User Permissions and Department Restrictions.

Opsyte has a lot of permissions, this is so you can have absolute control over employee responsibilities within your business, and only give access to relevant areas for each employee.
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By hovering over the? icon next to each permission, you will see exactly what that permission dictates.

We have outlined a summary of what each permission does in the list below for you. There are two permissions required for general employee access and I have made these italic and bold.

Administrator - can change anything within the company including managing user permissions.

Financial - shows the financial heading in the sidebar.

Cashup - access to view and edit daily cash-ups.

Cashflow - access to view monthly cash flow.

Forecast - access to view and edit weekly forecasts.

Weekly Flash - access to view weekly flash.

Edit Ledgers - ability to view and edit ledgers.

Create Credit Account - the ability to create a credit account.

Handover - access to view and edit daily handovers.

Period Flash - allows the user to see the period flash report

Petty Cash Mobile App - Allows users to access expenses in the mobile App.

View Budget - Allows the user to view budget

Edit Budget- Allows the user to edit the budget

Tracker EEPOS - Allows a user to view Epos gross and NET in the cash-up tracker table.

Unlock Cashup - Allows a user to unlock the cash up.

Post Sales - Allows a user to post-sales to accounting systems from the cash-up page.

Incidents - displays the incidents section in the sidebar.

Incidents Create - allows the user to record new incidents.

Incidents History - allows the user to view historical incidents.

Maintenance - displays the maintenance section in the sidebar.

Maintenance Open Tickets - allows the user to view open maintenance tickets.

Maintenance Queried Tickets - allows the user to view queried maintenance tickets.

Maintenance Completed Tickets - allows the user to view completed maintenance tickets.

Reports - displays the reports section in the side bar.

Lateness Report - Allows the user to view the shift lateness report

Download Deposits - Allows user to download the deposit report

Weekly Sales - Allows the user to view the weekly sales report in the side-bar.

Labour Reports - enables the user to view the labour reports.

Comps - access to view weekly and monthly comp tickets.

Expenses - allows the user to view the petty cash report in the side bar.

Deposits - access to view the weekly deposit ledger.

Deposit Ledger - allows the user to view the deposit ledger report.

Credit ledger - allows the user to view the credit ledger report.

Shift swapping - Allows a user to offer their shifts for swap.

Shift Management Mobile App - Allows a user to create, send and delete notices in the bulletin board.

Invoices - displays the invoices section in the sidebar.

Admin invoice System ( sidebar) - Allows access to the new invoice system back end

Invoice System Admin - Allows a user to view and edit invoices that are processing and review flagged documents.

Rota - allows the user to view the rota.

Daily Rota Notes - allows the user to enter notes about a day which is shown on the clock-in screen.

View Total Hours - allows the user to view the total hours for all departments.

View Total Pay - allows the user to view the total pay for all departments.

View Forecast Pay - allows the user to view the forecasted pay for all departments.

View Total Pension - allows the user to view the total pension for all departments.

View Total National Insurance - allows the user to view the total national insurance for all departments.

View Total National Insurance Adjustments - allows the user to view the total national insurance adjustments for all departments.

View Individual Pay - allows the user to see the pay for individual users.

Clear Department Shifts - allows the user to quickly clear all shifts in rota in a department.

Clear All Shifts - allows the user to quickly clear all shifts in the rota.

Publish Department Shifts - allows the user to publish a rota for a department.

Publish All Shifts - allows the user to publish the rota for all departments at once.

Download Rota - allows the user to export the rota to Excel.

Create/Edit Shifts - allows the user to create or edit shifts in the rota.

Rota Weather - displays the weather forecast for each day in the rota. Requires the company location to be specified.

Rota Sales - allows the forecast or actual sales to be shown each day in the rota.

Unlock Rota - allows the user to unlock a previously locked rota providing it has not been finalised.

Approve Hours - allows the user to approve users worked hours for payroll purposes.

Unlock Approved Shift Hours - allows the user to unlock previously approved hours for shifts.

Dashboard - allows the user to view the company dashboard which displays an overview of the company.

Holiday - allows the user to view, approve, or reject holiday requests.

Holiday Calendar - allows the user to view the overall holiday calendar showing staff holidays.

Lost Property - allows the user to view both lost and found items of property.

Payroll - allows the user to access the payroll page to finalise the payroll.

Distribute Tips - allows the user to distribute tips to employees.

Payroll Bonus - allows the user to create or delete bonuses when completing payroll.

Payroll Download - allows the user to download the payroll to an Excel file.

Super Payroll Admin - allows the user to view sensitive payroll information, including employee contracts of employment.

Staff - displays the staff section in the sidebar.

Staff Payroll Details - allows the user to view and edit staff job roles and pay rates.

Staff notes - Allows a user to see and create staff notes.

Working Patterns - Allows a user to edit an employee's working patterns

Delete Documents - Allows a user to delete employee documents.

Add Staff - allows the user to employ staff.

Remove Staff - Allows the users to mark staff as leavers.

Staff Overview - allows the user to view the staff overview screen.

Staff List - allows the user to view a list of all staff.

Transfer Staff - Allows the user to transfer staff from other sites in the group to the current site. The "add staff" permission is also required.

Documents - Allows the user to view documents of other employees.

Staff Contracts - Lets the user view, create and edit staff contracts.

Tronc - allows the user to view and edit Tronc details for employees.

Unlock Tronc - allows a user to unlock Tronc once it has been finalised.

Tronc Deductions - allows a user to make deductions from the Tronc.

You will be able to set "Read only" "Read /Write" and "No Access" permissions for the Rota, the Staff List and Payroll. Here's what that means.

Read and Write - allows the user full access to the rota, enabling them to view and edit everything. They will also be able to view all pay rates and other elements.

Read Only - allows the user full access to view everything in the rota, but unable to edit. They will still be able to see all shifts and information. (If you don't want them to be able to view pay rates, simply give them no access to Payroll)

No Access - allows the user zero access to the rota. They won't be able to view anything, let alone edit.

Please note: you can also customise this to allow an employee to have different restrictions for different departments.

Read and Write - allows the user full access to the staff list, enabling them to view and edit everything. They will also be able to view and amend personal details by clicking on an employee's name.

Read Only - allows the user to full access to view everything in the staff list, but unable to edit. They will still be able to view personal details by clicking on an employee's name, but will be presented with a prohibition sign when trying to amend.

No Access - allows the user zero access to the staff list. They won't be able to view anything.

Please note: again, you can customise this to allow different restrictions for different departments.

Read and Write - allows the user full access to the payroll, enabling them to view and edit everything. They will also be able to view all pay information and finalise the payroll. This setting would be suitable for a payroll administrator.

Read Only - allows the user full access to view everything in the payroll, but unable to edit. They will still be able to view all pay information, but will be unable to finalise the payroll or amend any other details.

No Access - allows the user zero access to the payroll. They won't be able to view anything.

Please note: you can also customise this to allow different restrictions for different departments. An example of a user with read and write permissions for the Management department but no access for the Bar department is shown below.

IMPORTANT - BE CAREFUL

Please note: all users with Admin permissions have the ability to not only amend other users permissions, but also their own. This means that any restrictions applied to admins can easily be reversed if they know where to go in the portal.