Roles and permissions
Roles decide which pages you can open. Restaurant access decides which locations you can work in.
Management roles
These roles get the management surface in the current app, including Tools:
- Owner
- Admin
- Operating Partner
- Manager
Staff roles
These roles focus on daily use rather than setup:
- Trainer
- Server
- Trainee
Company access vs. restaurant access
- Company-level roles handle billing and company-wide setup.
- Restaurant access controls which locations appear in your switcher and which rosters, menus, and SOPs you can open.
- A user can have company-level access, restaurant-level access, or both.
What each role usually handles
| Role | Typical access |
|---|---|
| Owner / Admin / Operating Partner | Billing, restaurant setup, slot management, menus, SOPs, team setup |
| Manager | Day-to-day restaurant setup, menus, SOPs, team access, and premium tools that are enabled for the restaurant |
| Trainer | Daily training workflows and team context, but not the standard Tools surface |
| Server / Trainee | Home, Menu, Library, Profile, My Team, and Study when the plan allows it |
Premium access still matters
Role alone does not unlock every tool. Some pages also require an active paid plan or an active restaurant slot. The most common examples are:
- Invite Staff
- Announcements
- Glossary management
- Add Restaurant
- Staff study tools like flashcards and self-quizzing
Only management roles see lock screens and upgrade prompts. Staff simply won't see tools that aren't included in the restaurant's plan. If you hit a lock screen as a manager, open Billing on the web app or ask a company admin to check the plan.