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Dashboard Permissions


Updated

Company Permissions

Company:
A manager is assigned to one (or many) companies. A manager must be assigned to a company in order to access a company’s vendors.

Company Menu Admin:
Permission to administer the menu at the Company level. This is where new categories, items and modifiers are created. This is only given to corporate contacts if requested.

Vendor Permissions

Stores (Vendors):
A Manager will be assigned to one or many stores. Any permissions given to the Manager will be applied to all selected stores.

Orders:
Permission to view orders. User will be able to see any open orders (orders that have been placed but not picked up or delivered yet) and will be able to search for any past orders at the store(s) he/she has access to. User will be able to see customer name, customer phone number, order details (e.g. what they ordered, where they ordered) and the time the order was placed and the time the order is for pickup. He/she will also be able to view what credit card type was used (if the order has been prepaid) and the last four digits of the card (e.g. Visa ending in 1234).

Reports:
Permission to view reports. User will be able to pull reports for the store(s) he/she has access to. Olo has 11 reports that users can run based on a certain time period. These reports are used for reconciling purposes (how much came in through Amex vs Visa vs MC vs Disc), seeing the total number of sales/orders placed at the store(s), finding the most popular items ordered and more.

Settings:
Permission to view and edit store settings. This includes the store name, store address, time zone and store hours. If the store is POS integrated the user will also be able to place basket tests (put together an order and ping the POS to confirm that the POS is able to receive it) and view the POS configurations set in place for that store.

Security Clearance:
Granting a user security clearance allows him/her to change the store’s phone number on file and also allows the user to reset a POS-integrated client’s password for a store. When the Olo software is installed, a username and password is required to link the POS to a vendor in Olo’s system. A user must generate a password through the Olo Dashboard. If a store is online and is accepting orders and a user resets the password, the store will go offline until the site is updated with the newly generated password.

Menus:
Permission to view and edit store menu. The user is able to add or remove items from the store(s) he/she has access to. The user cannot create new items or change existing items, but is able to add or remove any items/modifiers from the menu(s). If the user has company level menu access, he/she is able to create new categories, new items and modifiers in addition to changing existing products on the menu.

Adjustments:
Permission to adjust orders. The user can adjust the subtotal down or refund the entirety of the check. The user must have access to “Orders” to perform any adjustments.

Payments:
Permission to view payments and edit payment settings. Olo automatically generates an invoice at the beginning of the month when collecting Olo fees for the previous month. Access to Payments allows the user to view the PDF’s for the store(s) he/she has access to.  

CallCenterAgent:
Permission to access Call Center ordering.

DisableStores:
Permission to disable and re-enable a store for online ordering.

EditPrices:
Permission to edit menu prices. User must have access to “Menus” to utilize this feature.

CallCenterManager:
Permission to manage Call Center.

CallCenterModifyOrders:
Permission to modify orders from Call Center.

FraudSettings:
Permission to fraud reports and manage fraud settings. This permission allows the user to turn on Olo Shield at location(s) and also allows the user to ban a user from placing orders at locations where Shield is activated.

Coupons:
Permission to create and edit coupon campaigns and coupons.

BrandManager:
Permission to edit brand settings and view reports. This is only given to corporate contacts that have access to every location through the dashboard. When given this permission level, the user will also be able to view the customer’s email address and whether or not they have opted in for marketing communication. The Brand permission also allows the user to see metrics on how the brand is doing as a whole with online ordering.

EditAdvanceOrderStrategy:
Permission to edit a Vendor’s Advance Order Strategy. If enabled, Dashboard user will be able to enable the order scheduler, change the scheduled order billing mode (bill when scheduled [order placed] v. bill when committed [fired to POS]). User will also be able to edit the strategy of future days, order fire time, and set the future day fire time. 

MenuImageManagement:
Permission to upload and assign images to menu items and mobile categories.

POS Mapping:
Permission to add and edit POS mapping ids. Requires access to Company Menu.

 

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