User Management capabilities enable operators to create users, manage their roles and exact set of permissions directly from the Digital Operations Portal.
Roles & Access Control
After logging in to the Portal, User Management functionalities can be accessed easily from the top navigation bar:
Each user will be assigned to a role, and each role will have a set of permissions enabled and disabled.
User Permissions
Users with the Manage User permissions can:
View the Users Section
View the Users List and Roles List
Add & edit a user, including the ability to assign a role to a user
Assign restaurants/restaurant groups to a user
Add & edit a role (defining the exact set of permissions for a given role)
Note: Users will only be able to add new users/roles for regions they are assigned to, and for restaurants in their region.
While adding a new user or editing an existing one, the Admin users can assign restaurant(s), restaurant group(s), and roles for each user:
For any new restaurant, an Admin will need to go to User Management and assign that restaurant to all user who should have access to it. This is required from the access control point of view because not all users should be able to see each store's data.
Note that for restaurants to appear in the DOP, they must have a POS vendor set up in Sanity. More details on how to update restaurant details in this page:
If a user doesn’t have the permissions to perform a certain activity, validation errors will be raised. For example, if the ‘Add User’ permission is not available for the role of a user, then the user will receive a validation error when the ‘Add User’ button is clicked. Users can always reach out to one of the Admin users in their region to have their permissions/role updated.
While adding new users via the Digital Operations Portal, make sure to confirm the OKTAID defined in the Digital Operations Portal is fully matching the OKTAID of the user, including lower/upper case sensitivity. For example, creating a user for canton00 as Canton00 will result in an error when the user tries to log in.
Product & Restaurant Permissions
Users with the View Products & Restaurants permission can:
View Products and Restaurants Sections
View the detail pages of products and restaurants
View the list of products, restaurants, and restaurant groups
Search & filter products, restaurants and restaurant groups
Users with the Edit Product Price permissions can:
Make pricing changes for different menu items, for different restaurants/restaurant groups, service modes (and later channels)
Use either the Editor or the CSV Upload capabilities for making pricing changes
Users with the Edit Product Availability permissions can:
Make different menu items available or unavailable, for different restaurants/restaurant, service modes (and later channels)
Use either the Editor or the CSV Upload capabilities for making availability changes