How can I ensure my baristas or staff can see orders come through but do not have access to sales and financial information?

When adding new staff into the Partner Portal, you will be able to assign an access level to each staff member created.

To start, go to the Maintenance module ➡ Staff ➡ “+ Create New Staff” button

From here you will be able to create your staff member account and assign their Role (Staff | Manager | Admin), which currently are defined as the following Access Levels:

1. Admin
   • Access to all features of the Partner Portal.
2. Manager
   •  Customers
   • Orders (Pickup/Shipping/Mix)
   •  Kiosk
   • Mobile Operations (Location Based)
   • Video Library
   • Shipping Boxes
3. Staff
   •  Customers
   • Orders (Pickup/Shipping/Mix)
   • Kiosk

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