Understanding User Roles & Permissions in CheddrSuite

CheddrSuite uses a role-based access control system to ensure that each team member only has access to the features and information they need. This article explains the available roles and how to manage permissions for your team.

Available User Roles

CheddrSuite offers three primary user roles:

Owner

The Owner has full access to all features and settings across all locations. Owners can manage billing, add or remove locations, configure integrations, and control all user permissions. There can only be one Owner per account, and this role is assigned to the person who created the account.

Manager

Managers have broad access to operational features for their assigned location(s). They can create and publish schedules, manage inventory, run reports, communicate with staff, assign tasks, and approve time-off requests. Managers cannot access billing information or change account-level settings.

Employee

Employees have limited access focused on their own information. They can view their schedules, clock in and out, submit availability and time-off requests, and access messages directed to them. Employees cannot access reports, inventory, or other staff members' data.

How to Assign Roles

To assign a role to a team member, follow these steps:

1. Navigate to Team in the left sidebar

2. Click on the employee's name to open their profile

3. Under the Role section, select the appropriate role from the dropdown menu

4. Click Save to apply the change

The employee will be notified of their role assignment and will see the corresponding features in their CheddrSuite account.

Custom Permission Sets

For more granular control, Managers on the Premium and Enterprise plans can create custom permission sets. To do this:

1. Go to Settings > Roles & Permissions

2. Click Create Custom Role

3. Name the role and select the specific permissions you want to grant

4. Assign the custom role to team members as needed

Custom roles allow you to, for example, give a shift lead access to scheduling but not inventory, or allow a head chef to manage inventory without seeing payroll data.

Restricting Location Access

If you operate multiple locations, you can restrict which locations each Manager can access. In the Team section, open a Manager's profile and under Location Access, uncheck any locations they should not see. This ensures data privacy between different restaurant sites.

Reviewing Permission Changes

All changes to user roles and permissions are logged in the Audit Log, which can be accessed under Settings > Security & Audit. This helps you track who made changes and when, supporting accountability and compliance.