How to Manage Employees in Orion's Plan

Complete guide to setting up and managing your restaurant team with role-based access and permissions.

Overview

The employee management system helps you:

• Add team members to your restaurant
• Assign roles and permissions
• Control what staff can access
• Assign enquiries and tasks
• Track employee activity
• Manage team collaboration

Employee Roles

Orion's Plan has three main employee roles:

Owner

• Full system access
• Can do everything
• Manages other employees
• Controls all settings
• Cannot be removed (you)

Manager

• Most system access
• Can create bookings and manage floor plan
• Can approve enquiries
• Can manage pre-orders
• Can view reports
• Cannot change critical settings

Staff

• Limited access
• Can view bookings
• Can mark booking statuses
• Can view assigned enquiries
• Can use chat system
• Cannot modify settings

Adding Employees

Step-by-Step: Add New Employee

1. Navigate to Employee Management - Click "Settings" > "Team" or "Employees"
2. Click "Add Employee" - Opens new employee form
3. Enter Employee Information: First Name, Last Name, Email, Phone, Job Title, Role
4. Set Permissions (Optional): Can Manage Bookings, Can Access Floor Plan, Can Manage Menus, Can View Reports, Can Manage Enquiries, Can Process Payments
5. Add Profile Picture (Optional) - Upload employee photo
6. Send Invitation - Toggle "Send Invitation Email"
7. Save Employee - Click "Create Employee"

Managing Existing Employees

View Employee List

See all team members with name, job title, role badge, status (Active, Invited, Inactive), last login.

Edit Employee Information

1. Click on Employee Name or Edit icon
2. Modify Details (job title, contact info, role, permissions)
3. Save Changes

Change Employee Role

1. Open Employee Profile
2. Find "Role" Dropdown
3. Select New Role
4. Confirm Change - system shows permission changes
5. Employee receives email about role change

Deactivate Employee

1. Find Employee in List
2. Click Actions Menu > "Deactivate"
3. Confirm - access immediately revoked, cannot log in
4. Name still shows in historical data
5. Can reactivate later

Employee Permissions in Detail

Bookings Management

Grants access to: Create, edit, cancel bookings, assign tables, manage walk-ins, view all bookings.

Floor Plan Access

Grants access to: View floor plan, create bookings from floor plan, change table assignments, block/unblock tables, see real-time occupancy.

Menu Management

Grants access to: Create/edit menu items, create menus, assign menus to bookings, manage categories.

Enquiries Management

Grants access to: View/respond to enquiries, update status, use chat, complete checklist tasks.

Assigning Enquiries to Employees

How to Assign Enquiry

1. Open Enquiry Details
2. Find "Assignment" Section
3. Click "Assign to Employee"
4. Select Employee from dropdown
5. Add Assignment Note (Optional)
6. Click "Assign"

What Happens When Assigned

• Employee receives instant notification
• Email alert with enquiry details
• Shows in their dashboard
• Can now manage enquiry

Best Practices

Setting Up Your Team

1. Define responsibilities clearly
2. Match roles to actual job functions
3. Don't give unnecessary permissions

Training Employees

1. Show them their dashboard
2. Explain their responsibilities
3. Review their permissions
4. Test their understanding

Employee Security

• Require strong passwords (8+ characters)
• No sharing login credentials
• Log out when finished