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Set Up Role Default Permissions (App)

Set role-based permissions to control what each team member can view and do in Orderlay.

Who can change Role Defaults?

  • Owner: can change permissions for every role.

  • Manager: can also change permissions, but only the permissions the Manager has been given. If a Manager does not have a permission, they cannot give it to anyone else.

Step-By-Step-Guide

Step 1: On the bottom menu of the app, tap More

The Orderlay New home dashboard shows today's orders, table management, and order summary; an orange arrow points to the More tab in the bottom navigation. Visible: Welcome Globally, Orderlay New, Orderlay Lens, BETA, Today's Overview, Analytics.

Step 2: Find and open Role Defaults

  • Scroll down the Account page until you see the section Team & Ownership

  • Click "Role Defaults"

Account screen showing settings categories, with an orange box and arrow highlighting Role Defaults under Team & Ownership. Visible: Account, INVENTORY MANAGEMENT, Manage stock, suppliers, orders & more, ACCOUNT MANAGEMENT, Restaurant Profile, TEAM & OWNERSHIP.

Step 3: Select the role you want to set permissions for.

  • Swipe left or right to view all available roles.

Role Defaults screen showing the Manager and Kitchen Staff role tabs above order permission toggles; orange arrows point to both tabs. Visible: Role Defaults, Manager, Kitchen Staff, ORDERS, View orders, Add / edit orders.

Step 4: Turn permissions ON or OFF

  • ON: this role is allowed to do this.

  • OFF: this role is not allowed to do this.

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