Special Roles are assigned when inviting and creating a user within Avero, under the "Users & Teams" section. These special roles can be edited at any time and can be found in the Settings menu.
If you need help adding a user, access this article.
Please note: To protect your company's data Avero Support is not able to change or provision user access. This must be done within your organization.
In this article, the following topics will be discussed:
- Editing Special Roles For Existing Users
- Special Role Definitions
- Why can users have Special Roles?
- Why don't admin users automatically have all Special Roles?
- Why can't I add Special Roles to other users even though I am an admin?
Editing Special Roles For Existing Users
If you need to edit a special role for an existing user, complete the following steps:
- Go to Settings
- Navigate to Users & Teams
- Select the user(s) you would like to edit
- Select Change Special Role
- Select the roles you would like the user(s) to have
- Click Save
Help! I'm getting an error when I try to access special roles!
This happens when you do not have access to special roles and try to edit special roles for others. Being an admin does not grant you access to special roles, you need to also have special roles applied to your user, and will only be able to view and assign those special roles to which you have access.
Special Role Definitions
- Attributes & Tags: Allows users with access to multiple businesses to create special tags for each business. It also allows users with multiple businesses to create. Learn more: Attributes and Tags
- Avero Usage Report: Allows users to access a report to see how your Avero users are using the product.
- Custom Category & Item Alias: Allows users to create custom categories for items. The custom categories will show up in the report generator for the creator and anyone it is shared with. Item Alias allows users to rename items within Avero (Note: this will not change items in your POS).
- Learn more: Custom Category & Item Alias
- Data Notify: Allows users to get missing data notifications for each business they have access to.
- Edit Cover Counts: Allows users to edit cover counts on any checks up to 60 days old.
- Finance: Allows users to set up their budgets, GL accounts, and add costs.
- Learn more: Finance Overview
- Solutions needed - Finance
- Fiscal Period Setup: Allows users to set up all fiscal periods for businesses they have access to.
- Inventory Setup: Allows users to manage their storage areas and upload product rankings.
- Solutions needed - FCM
- Learn more: Set Up: Vendors, Storage Areas and Products in Food Cost Management
- Labor: Allows users to map job classes into departments. Also allows users to map labor departments to labor groups (ex: BOH and FOH).
- Learn More: Labor Setup
- Logbook: Allows users to customize the logbook (example: add/ remove fields).
- Learn more: Logbook Admin: Logbook Management
- Loss Prevention: Allows users to access the LP module if their business has the subscription.
- Learn more: Loss Prevention Guide
- Solutions needed - Loss Prevention
- Notification: Allows users to set different notifications for each business. Notifications only go out to the user that created them.
- Learn more: Notifications
- Payroll Link Set-up / Epayroll Link: Allows users to set up Benefitmall settings
- Solutions needed - Benefitmall / Finance
- Product List: Allows users to add, delete and edit their products.
- Vendor Setup: Allows users to edit kitchen information, add/edit non-US Foods vendors, and use the Data Copy tool.
Why can users have Special Roles?
There are some configuration roles you may wish to have users manage, but you don't wish for them to be able to invite, edit, and delete other users. For example, your company may want the IT department to handle who has access to Avero (for data security) but want to allow the F&B managers to configure the Calendar and the Logbook to their needs.
Why don't admin users automatically have all Special Roles?
Much like the previous answer, sometimes you may want to let a manager be able to invite and remove people as staffing and responsibilities change, but you want to ensure every property is using the same Logbook format or Labor mapping. Or maybe the GM and the Director of Finance are both admin users, but you want to restrict the budget and fiscal period setup only to the Finance department. This allows for access to be provisioned in a way that uniquely fits your organization's needs.
Why can't I add Special Roles to other users even though I am an admin?
To assign special roles you need to be an admin and have special roles applied to your user. You will only be able to see and assign special roles you have access to. If you need additional special roles you need help from an admin user who has special roles enabled. Avero support cannot change or edit user access for data security reasons.