Applies to:

Intro & Base (10 Team Members), Expert & Pro (Unlimited Team Members)

Recommended device for setup:

Desktop

Overview:

Inviting your team members is crucial to the proper functioning of Restoke as it is a collaborative platform best used by your entire team. Bringing your staff into Restoke allows you to delegate and empower your team to get jobs done the right way.

Please note: Team members can only be invited by Managers and above (see below for roles and permissions).

How to invite Team Members:

If you've connected your rostering system to Restoke, please read the following article

on how best to invite team members.

If you don't have a rostering integration, no worries! See steps below:

  1. Head to the left toolbar, and click My Team.

  2. In the top right-hand corner click the "+ New Staff Member" button.

  3. Input the staff member's details (First name, Last name, Phone).

  4. Select all relevant departments for this team member (it is recommended to assign only the relevant departments to avoid clutter on their MyDay).

  5. Decide the Role of the staff member. We have a detailed overview of Roles and Permissions below.

  6. Click the "Add Team Member" button. The staff member will now receive an invite to join Restoke via SMS.

Roles and Permissions:

  • Staff: Access to My Day and Newsfeed only.

  • Senior Staff: Access to My Day, Newsfeed, and other limited functionalities such as processing orders.

  • Manager: Access to most features excluding sensitive data (Food Costs, Master Stocktakes).

  • Executive Manager: Access to all features excluding billing.

  • Administration: Access to all features.

Staff

Senior Staff

Manager

Executive Manager

Administrator

Can send to supplier

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Can resolve issues

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Can order

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Can assign

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Can update recipe

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Can view dish recipe

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Can view prep recipe

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Can approve order

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Can view suppliers

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Can update suppliers

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Can view menus

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Can manage menus

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Can invite users

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Can manage users

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Can view master stocktake

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Can view dashboard

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Can view invoices

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Can manage restaurant

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Can manage prep

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Can manage procedure

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Can view food cost

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Can view task history

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Can manage billing

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Custom Permissions:

You may wish to allow certain junior or senior staff additional custom permissions but to not necessarily have access to all back-end aspects of the platform. Once you've invited these staff, click on their profile in My Team and you will see a section to add "custom permissions", such as:

  • Manage recipes and menus (view & editing permissions)

  • Manage preps (view & editing permissions)

  • Manage procedures (view & editing permissions)

  • View recipes and menus (read only permissions)


💡 Pro Tip #1: Best practice is to have at least 1 staff member with manager status or above per department as they will oversee completion of activities and be notified of any issues. Keep this in mind when sending out invites!

💡 Pro Tip #2: Save time inviting your team by connecting your rostering platform. You can then import your team members to Restoke in a few easy steps.


Further Reading

1. Rostering Integrations

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