The list of user authorities and their descriptions for refined account control
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This page contains the titles, descriptions, and default state of all available User Authorities. Use the table of contents above to skip to a particular heading to review relevant permissions. Indented Authority Titles are sub-settings which extend the functionality of the parent permission.
For further details, please review our Modifying User Authorities guide for steps on updating permissions for your users. To conveniently apply consistent authorities across multiple users, check out User Profiles to set standard permissions across your user base.
General
| Authority Title | Description | Default |
| Admin | Allows access to the Admin page | ON |
| Stock | Allows access to the Stock page | ON |
| Recipe Book | Allows access to the Recipe Book page | ON |
| Budget | Allows the user to edit the Budget | OFF |
| Financial | Allows access to the Financial page | ON |
| Integration | Allows access to the Integration page | ON |
| Yield Testing | Allows access to the Yield Testing page | OFF |
| Menu Engineering | Allows access to the Menu Builder page | ON |
| Licence | Allows access to the Licence page | ON |
| Database Jumper | Allows for movement between Outlets | OFF |
Admin
| Authority Title | Description | Default |
| Access Settings | Allows access to the Settings section | ON |
| Read Only | Prevents the user from making changes in the Settings section | OFF |
| Access Address Book | Allows access to the Address Book section | ON |
| Read Only | Prevents the user from making changes to the Address Book | OFF |
| Access Business Department | Allows access to the Business Department section | ON |
| Read Only | Prevents the user from making changes to Business Departments | OFF |
| Access Stock Category | Allows access to the Stock Category section | ON |
| Read Only | Prevents the user from making changes to Stock Categories | OFF |
| Access Unit of Measurement | Allows access to the Unit of Measurement section | ON |
| Read Only | Prevents the user from making changes to Units of Measurement | OFF |
| Access Report | Allows access to the Report section | ON |
| Access Invoice History | Allows access to review the Invoice History section | OFF |
| Access Request History | Allows access to review the Request History section | OFF |
| Access Photo Manager | Allows access to review the Photo Manager section | OFF |
Stock
| Authority Title | Description | Default |
| Access Requisition | Allows access to the Requisition section | ON |
| Read Only | Prevents the user from making changes in the Requisition section | OFF |
| Access Invoice | Allows access to the Invoice section | ON |
| Read Only | Prevents the user from making changes in the Invoice section | OFF |
| NetSuite Approval Permission | Allows the user to approve and transfer invoices to NetSuite | OFF |
| Cannot amend exported invoices | Prevents the user from making changes to exported invoices | OFF |
| Cannot delete approved invoices | Prevents the user from deleting invoices | OFF |
| Basware Approval Permission | Allows the user to approve and transfer invoices to Basware | OFF |
| TechOne Approval Permission | Allows the user to approve and transfer invoices to TechOne | OFF |
| Access Stock Maintenance | Allows access to the Stock Maintenance section | ON |
| Read Only | Prevents the user from making changes in the Stock Maintenance section | OFF |
| Require Approval | Requires a user with higher authority to approve any stock changes made by the user | OFF |
| Allow Self Allocation | Allows the user to allocate existing stock to their current Outlet | ON |
| Cannot change Locked-In Prices | Prevents the user from making price changes to any items that have a locked-in price | OFF |
| Cannot process new stock items | Prevents the user from processing new stock items on received invoices | OFF |
| Can edit locked Suppliers | Allows the user to make changes to locked Suppliers | OFF |
| Can push stock details to Corporate | Allows the user to update Corporate stock details using values from a specific Outlet | OFF |
| Access Stocktake | Allows access to the Stocktake section | ON |
| Read Only | Prevents the user from making changes in the Stocktake section | OFF |
| Cannot delete Stocktakes | Prevents the user from deleting Stocktakes | OFF |
| Able to Edit Locked Stocktakes | Allow the editing of a locked Stocktake | OFF |
| Access Purchase Order & Receiving Order | Allows access to the Purchase Order and Receiving Order sections | ON |
| Read Only under Purchase Order | Prevents the user from making changes in the Purchase Order section | OFF |
| Read Only under Receiving Order | Prevents the user from processing documents in the Receiving Order section | OFF |
| Cannot approve Invoices or send Purchase Orders | Requires a user with higher authority to approve invoices or send purchase orders processed by the user | OFF |
| Can still send Purchase Orders | Enables the user to send purchase orders | OFF |
| Can still approve Invoices | Enables the user to approve invoices | OFF |
| Cannot delete Purchase Orders | Prevents the user from deleting orders in the Purchase Order section | OFF |
| Cannot delete Receiving Order documents | Prevents the user from deleting documents in the Receiving Order section | OFF |
| Cannot use No Match Order | Prevents the user from relying on No Match Order to process invoices | OFF |
| Cannot use No Match Invoice | Prevents the user from relying on No Match Invoice to process purchase orders | OFF |
| Cannot merge Purchase Orders | Prevents the user from merging purchase orders | OFF |
| Access Report | Allows access to the Report section | ON |
| Receive New Stock notification | Notifies the user by email when an invoice is received which contains new stock items | OFF |
| Access Price Update | Allows access to the Price Update section | OFF |
| Access Tendering | Allows access to the Tendering section | OFF |
| Access Statement | Allows access to the Statement section | OFF |
Financial
| Authority Title | Description | Default |
| Access Financial | Allows access to the Financial page | ON |
| Read Only | Prevents the user from making changes in the Revenue and Sales sections | OFF |
| Access Report | Allows access to the Report section | ON |
| Receive Wastage Record notification | Notifies the user by email when a wastage incident is recorded | OFF |
| Receive Sales Data notification | Notifies the user by email when sales data from the integrated POS is uploaded | OFF |
| Access Wastage | Allows access to the Wastage section | ON |
Recipe Book
| Authority Title | Description | Default |
| Access Recipes & Equipment | Allows access to the Recipes and Equipment sections | ON |
| Read Only | Prevents the user from making changes to Recipes | OFF |
| Require Approval | Changes to Recipes requires approval from a user with higher authority | OFF |
| Can edit ingredient wastage | Allows the user to apply specific wastage percentages for ingredients per recipe | OFF |
| Access Report | Allows access to the Label and Report sections | ON |
| Access Personal Recipes | Allows access to the Personal Recipes section | OFF |
| Clear Personal Recipes on login | Deletes all items from the user's Personal Recipes at the end of each session | OFF |
| Read Only Media Manager | Prevents the user from making changes to the Media Manager | OFF |
| Can update Recipe Sections | Allows the user to make changes to Recipe Sections | OFF |
Licence
| Authority Title | Description | Default |
| Access Database | Allows access to the Database section | OFF |
| Read Only | Prevents the user from making changes in the Database section | OFF |
| Access User | Allows access to the User section | OFF |
| Read Only | Prevents the user from making changes in the User section | OFF |
Menu Engineering
| Authority Title | Description | Default |
| Access Menu Builder | Allows access to the Menu Builder section in the Menu Engineering page | ON |
| Read Only | Prevents the user from making any changes in the Menu Builder section | OFF |
| Require Approval | Requires a user with higher authority to approve any changes made to menus by the user | OFF |
| Access Special Calendar | Allows access to the Special Calendar section | ON |
| Read Only | Prevents the user from making any changes in the Special Calendar section | OFF |
| Require Approval | Requires a user with higher authority to approve any changes made to the calendar by the user | OFF |
| Access Recipe Order | Allows access to the Recipe Order section | ON |
| Read Only | Prevents the user from making changes in the Recipe Order section | OFF |
Yield Testing
| Authority Title | Description | Default |
| Access Menu Analysis | Allows access to the Menu Analysis section | OFF |
| Access Wastage Procedure | Allows access to the Wastage Procedure section | OFF |
| Access Report | Allows access to the Report section | OFF |
| Access Make or Buy | Allows access to the Make or Buy section | OFF |