R365 Default User Roles

All user roles contain permissions that determine the access that a user has in Restaurant365. The default R365 user roles below are provided as common permission sets. These roles can be used as is, or they may be cloned as a starting point when creating custom user roles. R365 user roles are always available and cannot be edited or removed.

R365 user roles are indicated with 'R365' after their name in the 'Select User Role' drop-down menu.

Users can be assigned to one or more user roles. This allows for maintaining consistency in user permissions for users who wear multiple hats. Further fine-tuning at the user level can add or remove permissions for individual users who may need small adjustments to the permissions granted by assigned user roles.

Users can log in without being assigned to a user role; however, they will not be able to view or access any portion of R365. Learn more about assigning user roles to users.

The full list of permissions included in a user role can be viewed on the User Roles tab of the Security & Permissions page.

Above Store Manager

Designed for users who oversee operations across multiple locations. Provides broad access to Accounting, Inventory, Sales & Forecasting, and Workforce apps, including permissions to approve, unlock, and publish records. This role extends the capabilities of the Restaurant Manager role with additional visibility and management tools.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	✅	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	🔵	🔵	🔵	❌	🔵	—
Inventory	✅	✅	✅	❌	✅	—
Sales & Forecasting	✅	✅	✅	❌	✅	✅
Workforce	✅	—	🔵	🔵	❌	✅
Payroll	❌	❌	❌	❌	—	—
Task Management	✅	—	✅	—	—	—
Manager Log	✅	✅	✅	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	❌	❌
Brands	❌	❌
Import	❌	❌
Integrations	🔵	🔵
Inventory	✅	✅
Locations & legal entities	🔵	❌
Payroll	❌	❌
Sales & forecasting	✅	🔵
System	🔵	❌
Users & security	❌	❌
Workforce	✅	❌

Notable permissions include:

Unlock AP Invoices and Credit Memos
Add Tags/Edit Attachments/Unlock 'Locked' Daily Sales Summary
View Docs w/Unassigned Location in Docs to Process
Verify Item Setup
Update Recipe Costs
Unlock Inventory Counts
Unlock Item Transfers
View Distributions and Detail Amounts for Item Transfers and Waste Logs
Edit Menu Items
Send/Submit Purchase Orders
Create Recipes
Create Vendor Items
Unlock/Void/Unvoid Waste Logs
Edit GL Account on Jobs
Edit/Publish Forecasts
Edit Labor Matrix
View Labor Dashboard
Publish/Unpublish Schedules
Edit Donation Reason Types

Accounting Admin

Designed for users who manage accounting operations and maintain financial records. Provides broad access across Accounting and Reporting apps, including permissions to create, edit, and approve transactions. Excludes access to user management, system preferences, and other administrative configuration areas.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	✅	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	✅	✅	✅	✅	✅	—
Inventory	✅	✅	✅	✅	✅	—
Sales & Forecasting	✅	✅	✅	✅	✅	✅
Workforce	✅	—	🔵	🔵	❌	✅
Payroll	❌	❌	❌	❌	—	—
Task Management	🔵	—	🔵	—	—	—
Manager Log	✅	✅	✅	—	—	—
Catering	✅	✅	✅	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	🔵	🔵
Brands	❌	❌
Import	❌	❌
Integrations	🔵	🔵
Inventory	🔵	🔵
Locations & legal entities	🔵	🔵
Payroll	❌	❌
Sales & forecasting	🔵	🔵
System	🔵	🔵
Users & security	❌	❌
Workforce	🔵	🔵

Accounting Clerk

Designed for users who perform day-to-day accounting tasks without approval authority. Provides broad access to accounting functions for creating and editing transactions but excludes permissions to approve, print checks, or modify vendor or bank information.

Since this user cannot approve transactions, transactions they create will be set as 'Unapproved'.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	✅	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	✅	✅	🔵	❌	❌	—
Inventory	🔵	✅	🔵	❌	❌	—
Sales & Forecasting	🔵	✅	🔵	❌	✅	❌
Workforce	🔵	—	🔵	❌	❌	❌
Payroll	❌	❌	❌	❌	—	—
Task Management	❌	—	❌	—	—	—
Manager Log	✅	✅	✅	—	—	—
Catering	✅	✅	✅	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	🔵	🔵
Brands	❌	❌
Import	❌	❌
Integrations	❌	❌
Inventory	✅	✅
Locations & legal entities	🔵	🔵
Payroll	❌	❌
Sales & forecasting	🔵	❌
System	🔵	🔵
Users & security	❌	❌
Workforce	🔵	❌

AP Data Entry

Designed for users linked to external vendors for the purpose of submitting AP invoices and AP credit memos but who do not require access to Restaurant365.

This user role contains both the 'Access Restricted Vendors' and 'Access Restricted GL Accounts' permissions.

This user role can be used by external vendors to directly input AP invoices and AP credit memos into R365.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	❌	—	❌	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	❌	❌	❌	❌	❌	—
Inventory	❌	❌	❌	❌	❌	—
Sales & Forecasting	❌	❌	❌	❌	❌	❌
Workforce	❌	—	❌	❌	❌	❌
Payroll	❌	❌	❌	❌	—	—
Task Management	❌	—	❌	—	—	—
Manager Log	❌	❌	❌	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	❌	❌
Brands	❌	❌
Import	❌	❌
Integrations	❌	❌
Inventory	❌	❌
Locations & legal entities	❌	❌
Payroll	❌	❌
Sales & forecasting	❌	❌
System	❌	❌
Users & security	❌	❌
Workforce	❌	❌

Notable permissions include:

Access Restricted Vendors
Access Restricted GL Accounts

Employee App Access

Designed for employees using the R365 mobile app. Grants access to personal information, schedules, and communication tools. This role is automatically assigned when ‘App Access’ is enabled on an employee record.

An R365 user record is automatically created with this user role assigned for each employee that has 'App Access' checked on their employee record.

Full Access

Access to all functions in the system, without restrictions. Learn more about the 'Full Access’ user role.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	✅	—	✅	—	—	—
Reports	See Report Roles	—	✅	—	—	—
Accounting	✅	✅	✅	✅	✅	—
Inventory	✅	✅	✅	✅	✅	—
Sales & Forecasting	✅	✅	✅	✅	✅	✅
Workforce	✅	—	✅	✅	✅	✅
Payroll	✅	✅	✅	✅	—	—
Task Management	✅	—	✅	—	—	—
Manager Log	✅	✅	✅	—	—	—
Catering	✅	✅	✅	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	✅	✅
Brands	✅	✅
Import	✅	✅
Integrations	✅	✅
Inventory	✅	✅
Locations & legal entities	✅	✅
Payroll	✅	✅
Sales & forecasting	✅	✅
System	✅	✅
Users & security	✅	✅
Workforce	✅	✅

Full View Access

Provides view-only access across most apps within Restaurant365. Intended for users who need broad visibility into operational and financial data without edit or approval permissions.

This role does not contain view access for all pages. If a user needs view access to all pages/features/forms, it is recommended to create a custom user role by cloning this user role and modifying it as needed. This user role was formerly known as 'Read Only Executive'.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	✅	—	❌	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	🔵	❌	❌	❌	❌	—
Inventory	🔵	❌	❌	❌	❌	—
Sales & Forecasting	✅	❌	❌	❌	❌	❌
Workforce	🔵	—	❌	❌	❌	❌
Payroll	✅	❌	❌	❌	—	—
Task Management	✅	—	❌	—	—	—
Manager Log	✅	❌	❌	—	—	—
Catering	🔵	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	🔵	❌
Brands	❌	❌
Import	❌	❌
Integrations	❌	❌
Inventory	✅	❌
Locations & legal entities	✅	❌
Payroll	❌	❌
Sales & forecasting	✅	❌
System	❌	❌
Users & security	❌	❌
Workforce	❌	❌

HR Admin

Designed for users who manage human resources setup and employee data within R365. Provides full access to HR configuration, employee records, and PII, including permissions to edit pay rates, deductions, and taxes.

This user role is only available when R365 Payroll is enabled.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	❌	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	❌	❌	❌	❌	❌	—
Inventory	❌	❌	❌	❌	❌	—
Sales & Forecasting	🔵	✅	🔵	❌	❌	❌
Workforce	🔵	✅	🔵	🔵	❌	✅
Payroll	🔵	❌	❌	❌	—	—
Task Management	❌	—	❌	—	—	—
Manager Log	✅	❌	✅	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	🔵	🔵
Brands	❌	❌
Import	❌	❌
Integrations	🔵	🔵
Inventory	❌	❌
Locations & legal entities	✅	✅
Payroll	✅	✅
Sales & forecasting	❌	❌
System	🔵	❌
Users & security	🔵	🔵
Workforce	✅	✅

Notable permissions include:

Complete/Delete Daily Sales Summaries
Edit Punches on the DSS
Create/Edit/Delete Announcements, Blackout Days, Departments, Events, Jobs, and Job Responsibilities
Create/Edit/Merge/Delete Employee Records
View/Edit PII
View/Edit Pay Rates and Pay Types
View Deductions/Taxes
View/Edit Documents
Grant Employees App Access
Map POS Employees
Create/Edit/Delete Log Entries
Add/Edit/Delete Shifts on Schedules
Publish/Unpublish Schedules

HR Generalist

Designed for users who manage employee information and HR-related activities within R365. Provides access to employee records, pay rates, and deductions but does not include permissions to edit PII.

This user role is only available when R365 Payroll is enabled.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	🔵	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	❌	❌	❌	❌	❌	—
Inventory	❌	❌	❌	❌	❌	—
Sales & Forecasting	🔵	✅	🔵	❌	❌	❌
Workforce	🔵	✅	🔵	🔵	❌	✅
Payroll	❌	❌	🔵	❌	—	—
Task Management	❌	—	❌	—	—	—
Manager Log	🔵	❌	🔵	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	🔵	❌
Brands	❌	❌
Import	❌	❌
Integrations	🔵	🔵
Inventory	❌	❌
Locations & legal entities	🔵	❌
Payroll	🔵	❌
Sales & forecasting	❌	❌
System	🔵	❌
Users & security	🔵	❌
Workforce	🔵	❌

Notable permissions include:

Complete/Delete Daily Sales Summaries
Edit Punches on the DSS
Create/Edit/Delete Announcements, Blackout Days, Departments, Events, Jobs, and Job Responsibilities
Create/Edit/Merge Employee Records
View PII
View/Edit Pay Rates and Pay Types
View Deductions/Taxes
Grant Employees App Access
Map POS Employees
Create/Edit/Delete Log Entries
Add/Edit/Delete Shifts on Schedules
Publish/Unpublish Schedules

Operations Admin

Designed for users who maintain operational setup and manage Inventory, Sales & Forecasting, and Workforce functions. Provides broad access to configuration, data entry, and approvals across operational areas, including permissions to publish schedules and forecasts.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	✅	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	🔵	✅	❌	❌	❌	—
Inventory	🔵	✅	🔵	🔵	✅	—
Sales & Forecasting	✅	✅	✅	✅	✅	✅
Workforce	🔵	—	🔶	🔵	❌	✅
Payroll	❌	❌	❌	❌	—	—
Task Management	✅	—	✅	—	—	—
Manager Log	✅	✅	✅	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	❌	❌
Brands	❌	❌
Import	❌	❌
Integrations	🔵	🔵
Inventory	✅	✅
Locations & legal entities	🔵	❌
Payroll	❌	❌
Sales & forecasting	✅	🔶
System	❌	❌
Users & security	🔵	❌
Workforce	✅	❌

Notable permissions include:

Create/Edit/Delete Purchased Items
Create/Edit/Delete Vendor Items
Create/Edit/Delete Recipes
Create/Edit/Delete Units of Measure
Create/Edit/Merge Employees
Create/Edit/Delete Labor Rules
View/Create/Edit/Delete Item Categories
View/Edit Labor Matrix
View Labor Dashboard
Publish/Unpublish Schedules
View/Edit/Publish Forecasts
Approve/Unapprove Inventory Counts, Item Transfers, Waste Logs, and Prep Logs
View/Create/Edit User Records
Edit Donation Reason Types

Payment Run Approver

Designed for users who review and authorize payment runs within the Accounting app. Provides limited access focused on viewing, approving, and unapproving payment runs.

Contains only the following permissions within the 'Payment Runs' permission group:

View Payment Runs
Approve Payment Runs
Unapprove Payment Runs

Payroll Admin

Designed for users who process payroll and manage payroll-related data within R365 Payroll. Provides access to create, edit, and approve payroll journal entries and payments, as well as view and manage employee pay information.

This user role is only available when R365 Payroll is enabled.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	❌	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	❌	❌	❌	🔵	❌	—
Inventory	❌	❌	❌	❌	❌	—
Sales & Forecasting	🔵	✅	🔵	✅	❌	❌
Workforce	🔵	✅	🔵	🔵	—	✅
Payroll	🔵	—	❌		—	—
Task Management	❌	—	❌	—	—	—
Manager Log	✅	❌	🔵	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	❌	❌
Brands	❌	❌
Import	❌	❌
Integrations	❌	❌
Inventory	❌	❌
Locations & legal entities	🔵	🔵
Payroll	🔵	🔵
Sales & forecasting	❌	❌
System	❌	❌
Users & security	❌	❌
Workforce	🔵	🔵

Notable permissions include:

View Bank Accounts
Complete/Delete Daily Sales Summaries
Edit Punches on the DSS
Access DSS Journal Entries
View/Edit/Create/Approve/Unapprove/Delete Payroll Journal Entries
Create/Edit/Delete Announcements, Blackout Days, Departments, Events, Jobs, and Job Responsibilities
Create/Edit/Merge Employee Records
View/Edit Pay Rates
View/Edit Deductions and Taxes
Add Employees to Payroll
View Pay History
Grant Employees App Access
Map POS Employees
Create/Edit/Delete Log Entries
Add/Edit/Delete Shifts on Schedules
Publish/Unpublish Schedules
View/Edit Workforce GL Account Mapping
View/Edit/Create/Delete/Calculate/Verify/Approve Payments
View Payroll Reports
View Workers Comp
Print Paychecks

Payroll Clerk

Designed for users who support payroll processing within R365 Payroll. Provides access to create and edit payroll journal entries, manage employee pay information, and process payments with limited approval permissions.

This user role is only available when R365 Payroll is enabled.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	🔵	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	🔵	❌	🔵	❌	❌	—
Inventory	❌	❌		❌	❌	—
Sales & Forecasting	🔵	✅	🔵	❌	❌	❌
Workforce	🔵	✅	🔵	🔵	—	✅
Payroll	🔵	❌	🔵	❌	—	—
Task Management	❌	—	❌	—	—	—
Manager Log	✅	❌	🔵	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	🔵	❌
Brands	❌	❌
Import	❌	❌
Integrations	❌	❌
Inventory	❌	❌
Locations & legal entities	🔵	❌
Payroll	🔵	🔵
Sales & forecasting	🔵	❌
System	❌	❌
Users & security	❌	❌
Workforce	🔵	🔵

Notable permissions include:

Complete/Delete Daily Sales Summaries
Edit Punches on the DSS
Access DSS Journal Entries
View/Edit/Create Payroll Journal Entries
Create/Edit/Delete Announcements, Blackout Days, Departments, Events, Jobs, and Job Responsibilities
Create/Edit/Merge Employee Records
View Pay Rates
View Deductions/Taxes
Add Employees to Payroll
View Pay History
Grant Employees App Access
Map POS Employees
Create/Edit/Delete Log Entries
Add/Edit/Delete Shifts on Schedules
Publish/Unpublish Schedules
Payroll GL Account Mapping
View/Edit/Create/Delete/Calculate/Verify Payments
View Workforce Reports
View Workers Comp

Restaurant Manager

Designed for users who manage day-to-day restaurant operations. Provides access to most pages within the Inventory, Sales & Forecasting, and Workforce apps, including permissions to create, edit, and complete transactions such as invoices, transfers, and waste logs. Does not include permissions to send purchase orders or publish schedules.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	❌	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	🔵	✅	❌	❌	❌	—
Inventory	🔵	✅	🔵	❌	❌	—
Sales & Forecasting	🔵	✅	🔵	❌	❌	✅
Workforce	🔵	—	🔵	❌	—	❌
Payroll	❌	❌	❌	❌	—	—
Task Management	🔵	—	🔵	—	—	—
Manager Log	✅	✅	🔵	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔶 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	❌	❌
Brands	❌	❌
Import	❌	❌
Integrations	🔵	🔵
Inventory	🔵	✅
Locations & legal entities	🔵	❌
Payroll	❌	❌
Sales & forecasting	✅	🔵
System	❌	❌
Users & security	❌	❌
Workforce	🔵	❌

Notable permissions include:

Create/Edit Commissary Orders
Create/Edit/Complete/Delete AP Invoices and Credit Memos
Edit and delete EDI Invoices and Credit Memos.
Complete/Delete Daily Sales Summaries
Access DSS JE
Upload/Edit/Delete Docs to Process
Create/Edit Inventory Counts and Inventory Templates
Create/Edit/Complete/Reject Item Transfers and Item Transfer Templates
Create/Edit/Delete Prep Logs, Memorized Prep Logs, and Prep Stations
Create/Edit/Delete Purchase Orders and Purchase Order Templates
Create/Edit/Complete Waste Logs and Waste Log Templates
Create/Edit/Delete Announcements, Blackout Days, Departments, Events, Jobs, and Job Responsibilities
Create/Edit/Merge Employee Records
View Pay Rates
Grant Employees App Access
Map POS Employees
Create/Edit/Delete Log Entries
Add/Edit/Delete Shifts on Schedules
Edit Donation Reason Types

This User Role does not include Permission to:

Shift Lead

Designed for shift-level supervisors who oversee daily restaurant activities. Provides limited access across the Inventory, Workforce, and Manager Log apps, including permissions to complete daily sales summaries and create or edit operational records such as inventory counts, transfers, and prep logs. Does not include permissions to manage shifts or publish schedules.

Role Access Matrix

The table below shows which apps this role can access and the level of control available within each.

✅ = Full 🔵 = Partial ❌ = Not granted — = Not applicable

App	View	Complete/Upload	Edit	Approve	Unlock	Publish
Home	🔵	—	✅	—	—	—
Reports	See Report Roles	—	❌	—	—	—
Accounting	❌	🔵	❌	❌	❌	—
Inventory	✅	✅	🔵	❌	❌	—
Sales & Forecasting	🔵	✅	🔵	❌	❌	❌
Workforce	🔵	—	❌	❌	—	❌
Payroll	❌	❌	❌	❌	—	—
Task Management	🔵	—	🔵	—	—	—
Manager Log	🔵	✅	🔵	—	—	—
Catering	❌	❌	❌	—	—	—

The table below outlines this role’s access to Admin configuration categories.

✅ = Full 🔶 = Partial ❌ = Not granted — = Not applicable

Admin Category	View	Edit
Accounting	❌	❌
Brands	❌	❌
Import	❌	❌
Integrations	🔵	❌
Inventory	❌	❌
Locations & legal entities	❌	❌
Payroll	❌	❌
Sales & forecasting	❌	❌
System	❌	❌
Users & security	❌	❌
Workforce	🔵	❌

Notable permissions include:

Complete Daily Sales Summaries
Upload Docs to Process
Create/Edit Inventory Counts
Create/Edit/Complete/Reject Item Transfers
Create/Edit Prep Logs
Create/Edit Purchase Orders
Create/Edit/Complete Waste Logs
Create/Edit Log Entries
View Schedules

This user role does not include permission to:

Add/Edit/Delete Shifts on Schedules
Publish/Unpublish Schedules