Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:

Let’s begin by creating a job code called Lunchbox Team Member for the new Lunchbox employee.

Step 1: From the Toast Admin Dashboard go to Home > Jobs > Add Job

Toast Payroll Setting

Note: This Job Code must be targeted to the restaurant parent group so that it appears in all locations. Unless they are non MLM. Non MLM restaurants must add this job to all locations.

Step 2: Scroll to the bottom of the page and check off the desired permissions that the restaurant partner has specified. If nothing has been specified, grant access to everything.

The following options in bold must be granted without exception.

1.1 Table Service Mode

1.2 Quick Order Mode

1.3 Kitchen Display System Mode

1.4 Payment Terminal Mode

1.5 Pending Orders Mode / Orders Hub Mode

1.6 Apply Cash Payments

Employees can enter cash payments on devices that are configured to allow cash payments.

1.7 Cash Drawer Access

1.8 View Other Employees' Orders

1.9 Edit Other Employees' Orders

1.10 Add / Update Service Charges

1.11 My Reports (+ Inventory / Menusphere)

Employees can view their own Sales and Time Entries reports, and record Inventory Worksheet counts for 2 days. Assign with the Menu Reports permission for full Inventory / Menusphere access.

1.12 Shift Review Sales Data

Employees can view their own personal sales and payments data in Shift Review.

1.13 No Sale

Employees can use No Sale to open the cash drawer without having to complete a transaction and use Cash In to undo cash entries.

1.14 Key in Credit Cards

Employees can manually enter a credit card number on a keypad instead of swiping the card.

1.15 Offline/Background Credit Card Processing

Employees can approve card payments above the Offline Transaction Limit without an authorization guarantee when the Toast system experiences payment disruptions.

1.16 Change Table

1.17 Change Server

1.18 Log Into Toast Tables App (Waitlist & Reservations)

Employees will have full access to the Toast Tables app on Android and iOS.

1.19 Record Excess Food Menu Items

Employees can record excess menu items throughout the day (for example, food waste) using the excess food tracking mode on the POS.

1.20 Split Checks

Employees can split items across multiple checks. Available on POS app version 2.68.3 and newer.

1.21 Online Order Server Update

Employees with this permission can only be assigned to online orders and can mark themselves as online order servers from POS.

2.1 Delivery Mode

Grant employees access to Delivery mode on Toast POS. If Dispatch Driver is permissible, the employee is only allowed to dispatch orders to themselves. Other permissible delivery functions such as Cancel Dispatch and Complete Delivery will only be allowed on orders for which the employee is the assigned driver.

2.2 Update All Delivery Orders

Coming soon. Grant employees the ability to dispatch delivery orders to any delivery driver and update the status of all delivery orders assuming the delivery functions are permissible.

2.3 Dispatch Driver

Coming soon. Grant the ability to Dispatch Driver. Dispatch Driver assigns a driver to an unassigned delivery order and updates it into an en route order.

2.4 Cancel Dispatch

Coming soon. Grant the ability to Cancel Dispatch. Cancel Dispatch reverts an en route delivery order back to an unassigned delivery order.

2.5 Complete Delivery

Coming soon. Grant the ability to Complete Delivery. Complete Delivery updates an en route order into a delivered order.

2.6 Update Driver

Coming soon. Grant the ability to Update Driver. Update Driver will allow the employee to change the driver assigned to a completed delivery order.

3.1 Discounts

Employees can apply manager-level item and check discounts to any check.

3.2 Transfer / Rewards Adjustment

Employees can update loyalty accounts by transferring or combining card balances and adjusting rewards points.

3.3 Gift Card Adjustment

3.4 Bulk Transfer Checks

Employees can select multiple checks and reassign them to another employee (payment terminal or previous checks screens).

3.5 Bulk Void Open Checks

Employees can select multiple open checks and void them (payment terminal or previous checks screens).

3.6 Bulk Close Paid Checks

Employees can select multiple paid checks and close them (payment terminal or previous checks screens).

3.7 Void Items / Orders

3.8 Void / Refund Payments

3.9 Unlinked Refunds

Employees can make refunds to a credit card other than the card used for payment. Example: the payment card was lost, refund to a new card.

3.10 Edit Sent Items

Employees can update the modifier options for an item after it is sent to the kitchen.

3.11 Other Payment Types

Employees can select custom payment types (Other Payment Options) to pay a check.

3.12 Shift Review

Employees can view complete shift review data for any active employee in Manager Shift Review.

3.13 Negative Declared Tips

Employees can enter a negative tip amount in shift review if Negative Declared Tips are allowed (UI Options).

3.14 Edit Time Entries

Employees can change the clock in/out times reported by other employees.

3.15 End Breaks Early

Employees can end breaks early when Enforce Minimum Time is set (Breaks).

3.16 Close Out Day

3.17 Cash Drawers (Blind)

Employees can open a cash drawer, close out and replace cash drawers at the end of shifts, but do not see the expected cash amount for the drawer.

3.18 Cash Drawers (Full)

Employees can open a cash drawer, close out and replace cash drawers at the end of shifts, and can also view the expected cash amount for the drawer.

3.19 Cash Drawer Lockdown (Override)

Employees can clock in without being forced to choose a cash drawer. This permission can be useful for managers who close out cash drawers.

3.20 Large Cash Over/Under

Employees can close a cash drawer that has an overage or shortage larger than the configured Closeout Over/Under Max (UI Options).

3.21 Adjust Cash Drawer Start Balance

3.22 Pay Out

Employees can pay for goods or services by taking a cash payment from the restaurant (house) or any cash drawer that is not locked to another employee.

3.23 Find Checks

3.24 Register Swipe Cards

Employees can activate a swipe card and perform manager overrides by swiping the card instead of entering a passcode.

3.25 Open Items

Employees can enter orders for items that are not on the menu. Does not provide access to special requests (UI Options).

3.26 Log Book

Employees can access the Manager Log, a tool for tracking operations, personnel and customer issues.

3.27 Send Notifications

Employees can send notifications from the back-end to the Toast devices.

3.28 Tax Exempt

3.29 Throttle Online Orders

Employees can change the amount of time needed for orders made online (Pending Orders screen).

3.30 Team Chat Advanced Controls

Employees have advanced controls over Team Chat and are able to moderate content.

3.31 Configure Auto-Close Orders at End of Day

Allows employees to configure the Toast platform to automatically close orders at the end of the business day. Employees must have this permission at every location in your management group to configure automatic order closing.

3.32 Void / Refund Payments (Limited to Same Day Only)

For a closed check, employees with this permission who open the payment screen and then select Void on the same day the payment was tendered can proceed without asking for a manager's help.

3.33 Age Verification Override

Employees can override age verification requirements for alcohol sales.

3.34 Manage Drive-Thru Voice AI

Allows employees to turn Drive-Thru Voice AI on or off on supported POS devices.

4.1 Sales Reports

4.2 Menu Reports (+ Inventory / Menusphere Reporting)

Employees can run Inventory / Menusphere reports and modify Inventory configurations. Assign with the My Reports permission for full access to Inventory / Menusphere.

4.3 Labor Reports

4.4 Gift / Rewards Card Reports

4.5 Edit Full Menu

Employees can add and edit menus, including Open Items, Pre Modifiers, Price Levels, Sales Categories, Service Prompts, and Item Tags.

4.6 Tables

4.7 Configure Toast Tables (Waitlist & Reservations)

Employees can see and make changes to settings for Toast Tables on this website. The settings can be found under "Front of House" in the main menu.

4.8 Marketing Info

Employees can update the location's Restaurant Info, Hours/Services, and printed guest Receipt Setup in the Marketing section, as well as access Toast Loyalty and any third party Loyalty integrations, if enabled.

4.9 Employee Info

Select which elements of this permission should apply.

4.9.1 Create new employees

4.9.3 Edit basic employee info

4.9.2 View all employees

4.9.4 Archive employees

4.10 Employee Jobs & Wages

Select which elements of this permission should apply.

4.10.1 Create new jobs

4.10.4 Set job pay for the first time

4.10.2 View all jobs

4.10.5 View pay

4.10.3 Edit job details and assignments

4.10.6 Edit existing job pay

4.11 House Accounts

4.12 Edit Historical Data

Employees can edit values for past dates, including Cash In/Cash Out, Add Cash Drop, and Update Closing Balance in the Cash Drawers report. Employees can also archive test orders.

4.13 Customer Credits & Reports

Employees can issue credits (comps) to guests and view the Customers report.

4.14 Local Menu Edit

Employees have limited access to edit certain parts of the menu, such as adding a menu item to a menu group or rearranging the order of menu items in a menu group.

4.15 New POS experience toggle access

When activated, restaurant employees can enable, or disable, the new POS experience. Requires POS app version 2.67 or newer.

4.16 View Invoicing, Catering & Events

Users can view and print information in the Catering & Events module and Toast Invoicing.

4.17 Edit Invoicing, Catering & Events

Users can edit and create invoices, orders, leads, etc in the Catering & Events module and edit and create invoices in Toast Invoicing.

4.18 Configure Invoicing, Catering & Events

Users can configure the Catering & Events module settings and the Toast Invoicing settings.

4.19 Settings Copy Tool

Users can copy settings from one location to another.

4.20 Benchmarking Access

Users can access Benchmarking Insights

4.21 Benchmarking Restaurant Group Report Access

Users can access the group / multi-unit reporting in Toast Benchmarking. This feature is applicable to Restaurant Management Suite Pro subscribers only.

4.22 Enable Job-Based Access

Gives access to manage employee permissions based on clocked-in job for all locations in a management group if this permission is enabled for all locations.

4.23 Write Local Pricing Management

Allows users to manage local pricing settings for menu items.

4.24 Menu Audit & Cleanup

Users can view recommended updates and bulk update menu data to improve data quality

4.25 Check Audit

Users can review historical order and check changes.

4.26 Ads Manager Billing

Users can authorize, configure, and view billing for Ads Manager

4.27 Manage Overrides on a Menu Item's Prep Stations

This permission allows customers to manage overrides on a menu item for Prep Stations.

4.28 Manage Overrides on a Menu Item's Prep Time

This permission allows customers to manage overrides on a menu item for Prep Time.

4.29 Manage Overrides on a Menu Group's Items

This permission allows customers to manage overrides on a menu group for its list of items.

4.30 Read Masked Tax Identifier

Allows retrieving the masked version of the Tax Identifier.

4.31 Read Tax Identifier

Allows retrieving the full, unmasked Tax Identifier as well as the masked version.

4.32 Write Tax Identifier

Allows writing, updating and deleting the Tax Identifier.

4.33 Write Partner Data Mapping - Global Access

This permission allows employees to manage branch mappings, job profiling, job mapping and manual sync.

4.34 Write Partner Data Mapping - Selective Access

This permission allows employees to manage job mapping and manual sync.

4.35 Manage Overrides on a Menu Item's Sales Category

This permission allows customers to manage overrides on a menu item for Sales Category.

4.36 Manage Overrides on a Menu Item's Modifier Groups

This permission allows customers to manage overrides on a menu item for Modifier Groups.

4.37 Manage Overrides on a Modifier Group's Modifiers

This permission allows customers to manage overrides on a modifier group for its list of modifiers.

4.38 Read CIAM Metadata

Allows viewing CIAM metadata labels such as corporate employee, financial role, and shared account.

4.39 Write CIAM Metadata

Allows creating, updating, and deleting CIAM metadata labels such as corporate employee, financial role, and shared account.

4.40 Kitchen Recipe Edit

Allows editing recipe assignments for menu items.

5.1 Full Quick Edit

Employees can access every quick edit option on a device. Was "Quick Edit Menu".

5.2 Inventory & Quantity

Employees can mark menu items and modifier options as either in stock, out of stock, or set the current quantity.

5.3 Button Color

5.4 Name

5.5 POS Name

5.6 SKU

5.7 Price

5.8 Add Existing Items/Mods

5.9 Add New Items/Mods

5.10 Rearrange Items/Mods

5.11 Remove Items/Mods

6.1 Discounts Setup

Employees can update Discounts and Discount Reasons in the Payments section.

6.2 Kitchen / Dining Room Setup

Employees can update pages in the Kitchen/Dining Room section with the exception of Tables.

6.3 Payments Setup

Employees can update the following Payments pages: Payment Options, Other Payment Options, No Sale Reasons, Void Reasons, Service Charges, Gift Cards Setup, Pay Out Reasons.

6.4 Publishing

Employees can push all configuration updates, made by any employee, to all devices in the Toast POS system.

6.5 Restaurant Groups Setup

Employees can update Restaurant Groups in the Other Setup section.

6.6 Restaurant Operations Setup

Employees can update Breaks (Labor), all Display Setup pages, and the following Other Setup pages: UI Options, Revenue Centers, Device Groups, GL Accounts, Takeout / Delivery, Prep / Delivery Times, Online Ordering, Online Ordering Schedule, Online Ordering Audit, Notification Setup, Barcode Config, Guest Feedback.

6.7 Change sets

Employees can create, edit, and delete change sets for scheduled publishing.

6.8 Tax Rates Setup

Employees can update Tax Rates in the Payments section.

6.9 Websites Setup

Employees can update websites and branded online ordering setup functionality.

6.10 Printer and Cash Drawer Setup

Employees can update Printer and Cash Drawer configuration

6.11 Data Extension View

Employees can view data extensions

6.12 Data Extension Edit

Employees can edit data extensions

6.13 Data Extension Delete

Employees can delete data extensions

7.1 Terminal Setup

Employees can configure fundamental device-specific options: Device Name, Primary Mode, Screen Timeout, Receipt Printer, Primary Service Area, Open Cash Drawer, Device Default Dining Option, Order Screen Menu View, Scale Model, EMV Enabled, and Add New Card Reader.

7.2 Advanced Terminal Setup

Employees can configure restricted device-specific options: Always Print Receipts, Order Auto-Firing, Revenue Center, Allow Cash Payments, Cash Receipt Options, Digital Receipts, Override Blank Tab Name Prompt, Device Group, Order Purge Threshold, Bluetooth easy pairing, Credit Card Pre-Authorization, and Test Mode.

7.3 KDS and Order Screen Setup

Employees can configure all device-specific Kitchen Setup and Order Screen Setup options.

7.4 Order Ready Board Access

Provides access to log in to the Order Ready Board to show on a in-restaurant screen to guests.

8.1 Financial Accounts

8.2 User Permissions

Employees can use the web interface to make changes to employee access permissions and set up email distribution lists.

Select which elements of this permission should apply.

8.2.1 View all permissions

8.2.3 Edit custom employee permissions

8.2.2 Edit job permissions

8.3 Data Export Config

8.4 Manage Integrations

Employees can configure integration partner services (My Integrations).

8.5 Toast Shop Purchases

Jobs/Employees with this permission can make purchases in Toast Shop.

8.6 Toast Restaurant Card

Employees can view and manage your Toast Restaurant Card account.

8.7 Instant Deposit

Employees can access the Instant Deposit page.

8.8 TipOut

Configure TipOut and send non-cash tips to employees.

8.9 Read Tax Information

Allows viewing the restaurant's tax registration data (tax identifiers, legal entity name, registered address).

8.10 Write Tax Information

Allows creating, updating, and deleting the restaurant's tax registration data.

Step 3: Click the Save button.