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Adding employees to the enterprise example

In this enterprise example, any type of manager can add a non-managerial employee, although franchise and location managers are restricted to adding employees to their own franchises or locations. To add a manager-level employee, you must be either a super user or an equivalent manager yourself. See Understanding equivalent employees in the enterprise example for details.

To add a franchise or location manager

  1. Log in to the Toast administration back-end.

  2. Switch to a location where the new manager should have access. If you are creating a franchise manager, go to one of the locations in the franchise. If you are creating a location manager, go to the location.

    Note

    In the Toast administration back-end, it is possible to create an employee that does not have access to the session restaurant you are currently logged into. If you inadvertently do this, the employee will be created but you will not be able to see the employee on the Employees page until you switch to a location where the employee has access. To avoid this problem, log in to a location that the employee should have access to before creating the employee.

  3. Choose Employees > Employee management > Employees to open the Employees page.

  4. Click the Add New Employee button.

  5. Toggle the Invite to create account setting to Yes.

  6. Enter the manager's details and click Add. The manager is added to the employees table.

  7. Click the edit (pencil) icon for the manager you just added.

  8. Click the Restaurant Access tab.

  9. Select the portions of the restaurant group hierarchy that the manager should have access to and click Save.

  10. Click the Jobs and Permissions tab.

  11. Select the Manager job.

  12. At this point, the Access Permissions area contains entries for the locations you chose in step 9 and the manager inherits the permissions associated with their assigned job at each location. This means the manager can access the POS devices at these locations, edit any entities in the Toast administration back-end that are owned by these locations, and view reports for these locations. For a location manager, this configuration is sufficient. For a franchise manager, you must also add restaurant group-level permissions so that the manager can edit entities owned by the franchise's restaurant group and view reports for the franchise group. To enable this ability for the manager, do the following:

    • Click the Add Group/Restaurant Permissions button. You see the Add Group Permissions modal.

    • Click the franchise's restaurant group, then click Add.

  13. Click Save.

To add a server employee

  1. Log in to the Toast administration back-end.

  2. Switch to a location where the new employee should have access.

    Note

    In the Toast administration back-end, it is possible to create an employee that does not have access to the session restaurant you are currently logged into. If you inadvertently do this, the employee will be created but you will not be able to see the employee on the Employees page until you switch to a location where the employee has access. To avoid this problem, log in to a location that the employee should have access to before creating the employee.

  3. Choose Employees > Employee management > Employees to open the Employees page.

  4. Click the Add New Employee button.

  5. Leave the Invite to create account setting on No.

  6. Enter the employee's details and click Add. The employee is added to the employees table.

  7. Click the edit (pencil) icon for the employee you just added.

  8. Click the Restaurant Access tab.

  9. Select the portions of the restaurant group hierarchy that the employee should have access to and click Save.

  10. Click the Jobs and Permissions tab.

  11. Select the Server job to assign it to this employee.

  12. Click Save.