Staff Roles and Access

Staff Roles and Access let you control what team members can see and do across the TechSuite platform. You can define who has access to menus, inventory, reports, orders, and more, ensuring every role only sees what’s relevant to their responsibilities.

 

Understanding Staff Roles and Access

Each staff role defines which modules are available to that team member (such as Menu Library, Inventory, or Reports). Roles are assigned during staff profile setup and apply across all branches, so there’s no need to configure access per location.

If a staff member does not have access to a specific module, that part of the interface will still appear, but it will be blurred and locked. This helps maintain a consistent layout while clearly showing which features are restricted.

To Get Started

To access Staff Roles and Access settings, log in to the TechSuite portal and go to Settings > System Settings from the sidebar. Next, under the Staff Settings section, click Staff Roles and Access. Here you can create new roles, customise permissions, and manage access levels across modules.

Adding a New Staff Role

To create a custom role, click the Add Staff Role button in the top-right corner of the page. Then, follow these steps:

 

a. Role Name

Give your role a clear name that reflects its function or level of access (like Manager, Cashier, Kitchen Display Only).

 

b. Set Module Permissions

Decide what this role can access in each part of the system.

Each module has its own section where you can choose between:

• Full Access: Grants full control over all features in that module
• Custom Access: Select specific permissions based on what the role needs

 

This allows you to create flexible combinations. Some roles may only need to view menus, while others can control all settings.

Example – Menus Module:

Each permission within the Menus module can be toggled on or off individually, allowing for precise control. For example, you can choose to enable:

• Menu Library: Lets the staff view and edit menu items
• Show Manage Availability: Allows access to availability settings
• Allow Auto Accept Setup: Grants permission to modify auto-accept roles
• Allow Prep-time Update: Allows editing preparation time for items

 

If one of these permissions is toggled off (e.g. Allow Prep-time Update), the staff member will still see the related section in the UI, but it will appear blurred and locked. They won’t be able to interact with that setting, even though they can use the other enabled features.

   

c. Save the Role

Click the Save button  to finalise your new role. It will now appear as an option when creating or editing staff profiles.

Staff Roles and Access Page Overview

The Staff Roles and Access page allows you to manage team access and permissions across TechSuite. By assigning specific roles, you can control what each staff member sees and can do, from menus and reports to settings and order management.

 

a. Built-in Role

Every TechSuite account starts with a default Admin role, automatically assigned to the main user. This role has full access to all modules and settings. The Admin role cannot be archived or deleted.

b. Custom Roles

You can create custom Staff Roles and Access to suit different positions within your team, for example: "Barista Role", "Inventory Manager", or "Cashier". Each role includes a set of permissions that can be toggled on or off by module.

c. Understanding Staff Role Rows

Each staff role appears as a row in the list and includes the following options:

 

Here’s what each part of the row means:

1. Role Name: Shows the name of the staff role (e.g. Manager, Cashier, Kitchen Display Only).
2. Edit Staff Role Button: An edit icon appears when you hover over a row. Click it to open and update the role’s name and access permissions.
3. Archive Staff Role Button: An archive icon appears when you hover over a row. Use this to delete the role from the list while keeping a record of it in your system.

What’s Next?

Now that your Staff Roles and Access are configured, you can assign them when creating new staff profiles. This controls what each team member can see and do across TechSuite, and blurred/locked modules will prevent access to restricted features.