Article Contents
Introduction
When adding users to your venue, you need to assign them a role. By default, WISK provides the following:
Admin - Has full access to all features of WISK. Admins can invite and remove users, manage billing information, and add new venues.
Manager - Has full access to all features of WISK. However, cannot manage users, billing, or add new venues.
Employee - This role can only take inventories, add invoices and generate orders. Users with this permission do not have access to any of the reporting, and cannot edit any data.
You'll also see some roles dedicated to Invoice Processing and Recipe Entry. Our team uses those if your plan includes that service.
Please see the table in the "Permissions By Role" section below for a full list of permissions.
Note: You can't modify the permissions of the preset roles, but you can create custom roles and assign specific permissions to them to fit your needs.
Viewing Roles & Permissions
On the WISK Web Portal, hover over your username on the bottom left to see more options and click "Venue Settings"
Note: You'll only see this option if you're an Admin of the venue
Click “Roles”
You’ll then see the roles for the venue. You can click on a role to expand it and see the permissions
Permissions by Role
These are the permissions for the preset roles, and cannot be modified. If you want to modify the permissions, you can create a new role from an existing one or from scratch:
