> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/dineplan/backoffice/users/user-roles.md).

# User Roles

### **Overview** <a href="#overview.1" id="overview.1"></a>

The User Roles setting allows administrators to create and manage roles for users in DinePlan. Each role can be associated with a department and configured with specific permissions. Existing roles can also be edited, deleted, or arranged in the required order.

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-cef034bb5d0e2c73680aa23e66bd538069179367%2Fimage%20(156).png?alt=media" alt=""><figcaption></figcaption></figure>

### **Screen Elements** <a href="#screen-elements.1" id="screen-elements.1"></a>

| **Screen Element**     | **Description**                                             |
| ---------------------- | ----------------------------------------------------------- |
| User Role List         | Displays the list of existing user roles.                   |
| Search                 | Allows users to search for a specific user role.            |
| Add User Role          | Creates a new user role.                                    |
| Edit User Role         | Opens the selected user role for editing.                   |
| Delete User Role       | Deletes the selected user role after confirmation.          |
| Change Sort Order      | Allows users to change the display order of user roles.     |
| Role Name              | Specifies the name of the user role.                        |
| Department             | Specifies the department associated with the user role.     |
| Admin                  | Enables or disables administrator access for the role.      |
| Reporting Permissions  | Provides permission settings related to reporting.          |
| Ticket Permissions     | Provides permission settings related to tickets.            |
| WorkDay Permissions    | Provides permission settings related to WorkDay.            |
| Navigation Permissions | Provides permission settings related to navigation.         |
| Department Permissions | Provides permission settings related to departments.        |
| Kitchen Permission     | Provides permission settings related to kitchen operations. |
| Save                   | Saves the new role or changes made to an existing role.     |
| Close                  | Closes the User Role screen.                                |

### **Working** <a href="#working.1" id="working.1"></a>

#### **Add User Role** <a href="#add-user-role" id="add-user-role"></a>

1. Select "Add User Role".

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-91d15ab3b8ab1c768ea503c4b5e590abd1de811a%2Fatt_8_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

2. Enter the "Role Name".
3. Select the required "Department".
4. Configure the "Admin" option, if required.

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-05824af4e0a43fa6c1cef6671caafe7a146af119%2Fatt_9_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

5. Expand the required permission sections and configure the permissions.

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-8a8c2487eaea7de1be684b130de30acc416b9a71%2Fatt_10_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

6. Select "Save" to create the user role.

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-02cfb9a12058e745a1a03f8c075395fb76ba886f%2Fatt_11_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Edit User Role** <a href="#edit-user-role" id="edit-user-role"></a>

1. Select the required user role from the list.
2. Select "Edit User Role".

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-2d409c7cd16a3161438b9e04179823ec947fff78%2Fatt_12_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

3. Update the required role details or permissions.
4. Select "Save" to save the changes.

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-02cfb9a12058e745a1a03f8c075395fb76ba886f%2Fatt_11_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Delete User Role** <a href="#delete-user-role" id="delete-user-role"></a>

1. Select the user role you want to delete.
2. Select "Delete User Role".

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-4a5dad9c166049913d728a5b1876b58c8c98ad7f%2Fatt_14_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

3. A confirmation message is displayed.
4. Select "Yes" to delete the role or "No" to cancel.

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-f81b3bbe17fff2bdbdc13bcb97af3004aca0be58%2Fatt_15_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Change Sort Order** <a href="#change-sort-order.1" id="change-sort-order.1"></a>

1. Select "Change Sort Order".

<figure><img src="https://3400173661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0EE0WqKESoD8hlEpFQQL%2Fuploads%2Fgit-blob-52e100b20fbd78e3fc6018b75fd4fb8723f1a817%2Fatt_16_for_3422453783.png?alt=media" alt=""><figcaption></figcaption></figure>

2. Arrange the user roles in the required order.
3. Save the updated order.

### **Use Case** <a href="#use-case.1" id="use-case.1"></a>

* Create roles for different categories of users.
* Assign a department to a user role.
* Configure administrator access for a role.
* Control access to reporting features.
* Configure ticket-related permissions.
* Manage WorkDay-related permissions.
* Control navigation and department permissions.
* Configure kitchen-related permissions based on the role.

### **Notes** <a href="#notes.1" id="notes.1"></a>

* Role Name and Department are required when creating a user role.
* Permission categories can be expanded to configure the required access.
* A confirmation is required before deleting a user role.
* Use "Change Sort Order" to control how user roles are displayed in the list.


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