<a href="https://help.getdqd.com/cms/general/permissions#" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] border-[rgb(24,189,202)] transition-all duration-75" style="text-decoration: none; color: inherit;">//</a>: # ( - Assigning the permissions with @auth_options.requires_claim(…)) <a href="https://help.getdqd.com/cms/general/permissions#" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] border-[rgb(24,189,202)] transition-all duration-75" style="text-decoration: none; color: inherit;">//</a>: # ( - Running <code class="bg-gray-200 dark:bg-gray-800 text-gray-600 dark:text-gray-300 font-mono text-sm px-1.5 py-0.5 rounded [&amp;::before]:content-none [&amp;::after]:content-none">flask populate create_claims_doc</code>)The users of DQ are granted access to the various parts of the system using roles which you can customise by assigning permissions.<h1><a href="https://help.getdqd.com/cms/general/permissions#overview" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] border-[rgb(24,189,202)] transition-all duration-75" style="text-decoration: none; color: inherit;">​</a>Overview</h1><table class="" style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Permission</th><th colspan="1" rowspan="1">Description</th></tr><tr><td colspan="1" rowspan="1">Attend Tables</td><td colspan="1" rowspan="1">Can this user make orders at tables, request managers, and access relevant data.</td></tr><tr><td colspan="1" rowspan="1">Integrations and billing</td><td colspan="1" rowspan="1">Venue setup access to connect integrations, and manage billing</td></tr><tr><td colspan="1" rowspan="1">Manage Bookings</td><td colspan="1" rowspan="1">Has permission to create, move, create, update and seat guests</td></tr><tr><td colspan="1" rowspan="1">Manage Orders</td><td colspan="1" rowspan="1">Can control, void orders</td></tr><tr><td colspan="1" rowspan="1">Manage Seatings</td><td colspan="1" rowspan="1">Seat guests and bookings</td></tr><tr><td colspan="1" rowspan="1">Manage Staff Assignments</td><td colspan="1" rowspan="1">Can update other staffs assignments, and see all table data</td></tr><tr><td colspan="1" rowspan="1">Manage Users</td><td colspan="1" rowspan="1">Adjust roles and assign users to role in the CMS.</td></tr><tr><td colspan="1" rowspan="1">Manage Users</td><td colspan="1" rowspan="1">Enable, disable and invite staff members using the app.</td></tr><tr><td colspan="1" rowspan="1">Manage Venue</td><td colspan="1" rowspan="1">Access to general settings, as well as menu, table, and maps</td></tr><tr><td colspan="1" rowspan="1">Promoter Payments</td><td colspan="1" rowspan="1">Access to make promoter payments on bookings</td></tr><tr><td colspan="1" rowspan="1">View CMS Guest Contacts</td><td colspan="1" rowspan="1">Can access guest contact details in the CMS, including historical guests.</td></tr><tr><td colspan="1" rowspan="1">View Operational Guest Contacts</td><td colspan="1" rowspan="1">Can access guest contact details in serivce.</td></tr><tr><td colspan="1" rowspan="1">View Operational Reporting</td><td colspan="1" rowspan="1">Access to detailed history of guests in service</td></tr><tr><td colspan="1" rowspan="1">View Reporting</td><td colspan="1" rowspan="1">Access to detailed service breakdown reports, guest exploration and analytics in the CMS.</td></tr></tbody></table><hr><h1><a href="https://help.getdqd.com/cms/general/permissions#permissions-required-for-functions" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] border-[rgb(24,189,202)] transition-all duration-75" style="text-decoration: none; color: inherit;">​</a>Permissions required for functions</h1><table class="" style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Function</th><th colspan="1" rowspan="1">Permission</th></tr><tr><td colspan="1" rowspan="1">Adjust packages, including inclusions and prices on individual bookings</td><td colspan="1" rowspan="1">Manage Venue or Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Assign a guest profile to a walk-in</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Assign a guest to a booking’s guestlist</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Assign a package to a walk-in</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Assign or unassign staff to tables</td><td colspan="1" rowspan="1">Manage Staff Assignments</td></tr><tr><td colspan="1" rowspan="1">Bookings performance dashboard in the CMS</td><td colspan="1" rowspan="1">View Reporting or Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Change events</td><td colspan="1" rowspan="1">Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Change packages available for purchase</td><td colspan="1" rowspan="1">Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Change staff incentive campaigns</td><td colspan="1" rowspan="1">Manage Users</td></tr><tr><td colspan="1" rowspan="1">Change the floorplan</td><td colspan="1" rowspan="1">Manage Venue or Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Change the menu</td><td colspan="1" rowspan="1">Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Close a table when there’s nothing outstanding to be paid</td><td colspan="1" rowspan="1">Manage Seatings</td></tr><tr><td colspan="1" rowspan="1">Confirm or cancel a booking request</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Connect Stripe account</td><td colspan="1" rowspan="1">Integrations and billing</td></tr><tr><td colspan="1" rowspan="1">Control what permissions are allowed by roles</td><td colspan="1" rowspan="1">Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Create a new booking as a staff member</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Create a new guest profile</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Enable or disable payment types</td><td colspan="1" rowspan="1">Integrations and billing</td></tr><tr><td colspan="1" rowspan="1">Event reports</td><td colspan="1" rowspan="1">View Reporting</td></tr><tr><td colspan="1" rowspan="1">Export guests</td><td colspan="1" rowspan="1">View CMS Guest Contacts</td></tr><tr><td colspan="1" rowspan="1">Find guests</td><td colspan="1" rowspan="1">View Operational Guest Contacts or View CMS Guest Contacts or Attend Tables</td></tr><tr><td colspan="1" rowspan="1">Forward a live receipt to a guest</td><td colspan="1" rowspan="1">Attend Tables</td></tr><tr><td colspan="1" rowspan="1">Integrate with Dojo payment</td><td colspan="1" rowspan="1">Integrations and billing</td></tr><tr><td colspan="1" rowspan="1">Integrate with lightspeed</td><td colspan="1" rowspan="1">Integrations and billing</td></tr><tr><td colspan="1" rowspan="1">Merge guest profiles</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Move a seating to another table</td><td colspan="1" rowspan="1">Manage Seatings</td></tr><tr><td colspan="1" rowspan="1">Open a walk-in table</td><td colspan="1" rowspan="1">Manage Seatings</td></tr><tr><td colspan="1" rowspan="1">Put the venue metrics widget on your phone</td><td colspan="1" rowspan="1">Manage Bookings or Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Query venue-wide revenue</td><td colspan="1" rowspan="1">View Reporting</td></tr><tr><td colspan="1" rowspan="1">Request a booking’s guestlist</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Request package inclusions</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Review audit logs</td><td colspan="1" rowspan="1">View Reporting</td></tr><tr><td colspan="1" rowspan="1">Seat a booking</td><td colspan="1" rowspan="1">Manage Seatings</td></tr><tr><td colspan="1" rowspan="1">Seating reports</td><td colspan="1" rowspan="1">View Reporting or View Operational Reporting</td></tr><tr><td colspan="1" rowspan="1">See a booking</td><td colspan="1" rowspan="1">Manage Bookings or Attend Tables</td></tr><tr><td colspan="1" rowspan="1">See promoter’s event</td><td colspan="1" rowspan="1">Promoter Payments</td></tr><tr><td colspan="1" rowspan="1">See the purchase history of a guest you’re taking care of.</td><td colspan="1" rowspan="1">View CMS Guest Contacts or View Operational Guest Contacts or Attend Tables</td></tr><tr><td colspan="1" rowspan="1">See venue settings in the CMS</td><td colspan="1" rowspan="1">Manage Venue or Integrations and billing</td></tr><tr><td colspan="1" rowspan="1">See venue-wide live metrics in the app</td><td colspan="1" rowspan="1">Manage Bookings or Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Self-assign a table</td><td colspan="1" rowspan="1">Attend Tables</td></tr><tr><td colspan="1" rowspan="1">Send manager, runner and security requests</td><td colspan="1" rowspan="1">Attend Tables or Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Set arrival pace limits for bookings</td><td colspan="1" rowspan="1">Manage Venue</td></tr><tr><td colspan="1" rowspan="1">Set the minimum spend of a seating</td><td colspan="1" rowspan="1">Attend Tables</td></tr><tr><td colspan="1" rowspan="1">Update a booking</td><td colspan="1" rowspan="1">Manage Bookings</td></tr><tr><td colspan="1" rowspan="1">Update a guest</td><td colspan="1" rowspan="1">View Operational Guest Contacts or View CMS Guest Contacts</td></tr><tr><td colspan="1" rowspan="1">Update overall venue settings in the CMS</td><td colspan="1" rowspan="1">Integrations and billing</td></tr><tr><td colspan="1" rowspan="1">Upload booking and menu images</td><td colspan="1" rowspan="1">Manage Venue</td></tr><tr><td colspan="1" rowspan="1">View staff revenue</td><td colspan="1" rowspan="1">View Reporting or View Operational Reporting or Manage Users or Manage Users</td></tr><tr><td colspan="1" rowspan="1">Void an item</td><td colspan="1" rowspan="1">Manage Orders</td></tr></tbody></table>

General

Which parts of the system can be accessed using permissions granted to roles.

Permissions

Introduction

Accessing your account

Basics

Waiter/Attendant

Runner/Dispense

Manager

Roles & Proccess

Adding Events

Creating Bookings

Guests & Guest Data

Customer Facing

Bookings

Creating Items

Managing Modifiers

Booking Options

Menus & Modifiers

Table Management

User Management

Reporting

Settings

Integrations

Tags & Data

Night Setup

Door & Arrivals

Walk-ins

Ordering Flow

Closing

Floor Flow

Managing Orders

Managing Payments

Managing Dispense

Using the Run-List

Dispense & Order Management

Booking Payments

Managing Staff

Docs