ORTY

Adding staff

In the ORTY system, you have the ability to add your team and specify their roles depending on their scope of competencies.


There exist 8 roles, which you may choose, those roles define the rights and access of an employee in the system. In this article, you are going to learn how they can be configured.

1
Creating new user

In order to add a new user go to the "Staff" section in the ORTY admin panel and press the "New user" button.

In the General section, you should specify mandatory information marked with *

Do not forget to provide access for your employee to the shop in which he/she works.

Here you may also give full control or deny access of the employee to storage.

Please note the Security code field.

This code is assigned to each user in the system.

It allows to conduct special operations:

  • recall products from an order that has already been sent to the kitchen;
  • authorize the return/cancellation of the order;
  • report a discrepancy between the actual amount of cash in the cash drawer.

The code is known only by the direction (those who have access to create and edit new users). Accordingly, when conducting these operations, the employee will need to ask the management for entering the security code, this will allow to better keep hold of special operations.

If the direction had to communicate the code to an employee, it can be immediately changed on the user creation page.

pay attention

All special operations enlisted here will be demonstrated in the report "Operations to pay attention to" and will be recorded in the order audit.

2
Blocking user

In the Staff section - Manager, Administrator, or Shift Manager have the ability to block access to ORTY for any employee.

They can do that by clicking on three points, which are the settings, there any employee card can also be either deleted or edited.
3
Types of staff roles in ORTY
Waiter role

In the ORTY system, a Waiter can create orders by cannot put through the payment.

What a Waiter can do:

  • create an order for the table;
  • separate dishes into different orders;
  • add dishes into one order;
  • print a preliminary customer receipt;
  • deposit and withdraw cash from the cash drawer.
Cashier role

In the ORTY system, a Cashier can take and close orders.

Also, for a Cashier, you can set up the shift passing format, for more details on shift settings, see this article.

What a Cashier can do:

  • create new orders;
  • create payments for orders;
  • view the history of orders;
  • control orders in progress;
  • confirm whether the dish is finished in the kitchen;
  • transfer the order for serving/delivering;
  • deposit and withdraw cash from the cash drawer;
  • submit a day report (X-report).
Courier role

A Courier can close the order and put through the payment but cannot create it.

A Courier gets assigned to the order by Administrator, Cashier, Senior Cashier, or Shift Manager.

In the system, the Couriers are able to see only those orders to which they have been assigned.
Senior Cashier role

A Senior Cashier has access to the admin panel and can exit the POS system without passing the report (regardless of shift handover settings).

What a Senior Cashier can do:

  • create new orders;
  • create order payments;
  • view the history of orders;
  • control orders in progress;
  • confirm whether the dish is finished in the kitchen;
  • transfer the order for serving/delivering;
  • deposit or withdraw cash from the cash drawer;
  • submit a day report (X-report) and a shift report (Z-report);
  • view shifts history (send passed shifts to printing);
  • go to the back office with access to two sections “Statistics” and “Menu”;
  • in “Menu”, can add new items but cannot edit the already existing ones;
  • track all sales data in “Statistics” in the back office.
Manager role

In ORTY, a Manager possesses the rights to submit a report, check the cash register, generate reports on payment terminals and other payment methods.

A Manager can change the availability of dishes by placing them in the stop list, but cannot create new dishes or change prices.
A Manager can submit a day report (X-report) and a shift report (Z-report).

A Manager has the right to authorize special operations - to recall goods from the order that have already been sent to the kitchen, authorize the return/cancellation of the order, report the discrepancy between the actual amount of cash in the cash drawer.

In the back office, a Manager has access to the following sections:

  • Menu - can create a new one, but cannot edit an already existing one.
  • Restaurant - work with general restaurant settings, processes, integrations, and tables.
  • POS - do app settings and connect printers.
  • Self-service - two tabs are available, “General Information” and “Order Process”.
  • Kitchen - add a kitchen and set up the display.
  • Staff - sees only Senior Cashiers, Cashiers, Waiters, and Couriers.
  • Account history - information is available on the current tariff.
Marketing Manager role

In ORTY Marketing Manager can work with CRM, create user cohorts and mailings for them, add or change points and loyalty programs, set up promotional blocks in a self-service application.

A Marketing Manager also has access to the POS application, he/she can:
- create and close new orders;
- view the history of the shift, but without the right to generate and submit a report;
- deposit or withdraw cash from the cash register;
- view order history.

In the back office a Marketing manager has access to the following sections:

  • Menu - can create a new one, but cannot edit an already existing one.
  • Restaurant - work with general restaurant settings, processes, integrations, and tables.
  • POS - do app settings and connect printers.
  • Self-service - two tabs are available, “General Information” and “Order Process”.
  • Kitchen - add a kitchen and set up the display.
  • CRM - access to Clients, gifts, promotions, programs, messages, bonus systems.
  • CMS - adding posts.
  • Staff - sees only Senior Cashiers, Cashiers, Waiters, and Couriers.
  • Account history - information is available on the current tariff.
Administrator role

In ORTY an Administrator can create new restaurants in the chain, manage CRM, add or delete new users.

All Administrators receive the report about the end of the business day in a restaurant to their e-mail.

In the back office an Administrator has access to the following sections:

  • Menu - can create a new one, but cannot edit an already existing one.
  • Restaurant - work with restaurant settings and set the printers.
  • POS - do app settings and connect printers.
  • Self-service - two tabs are available, “General Information” and “Order Process”.
  • Kitchen - add a kitchen and set up the display.
  • CRM - access to Clients, gifts, promotions, programs, messages, bonus systems.
  • CMS - adding posts.
  • Staff - sees only Senior Cashiers, Cashiers, Waiters, and Couriers.
  • Account history - information is available on the current tariff.
Pay attention

The interface in the POS system is the same for Senior Cashier, Marketing Manager, Manager, and Administrator.

Owner role

In ORTY an Owner has full rights to execute any operations in the system.

The Owner is the only one, who can change the roles of Administrators, create and delete them, and also create other Owners.
Thus in a couple of cliques, you can create your unique team.