Disclaimer: This article is for Lunchbox 2 Enterprise 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.
Note: This next step should only be done if the employee doesn’t exist in another location in the restaurant partner’s Brink Establishment. Otherwise, simply add the user to the new location.
Create Lunchbox Role
Step 1: Begin by navigating to the account-specific URL to access the Brink Dashboard clicking the Configuration drop-down > Roles on the left-hand side of the screen.
Note: Roles control the areas and functions of the Admin Portal and Settings Editor that a user (see Users) can access. Ranks can be assigned to roles to limit which users a given user can view or edit.
Step 2: Roles are created by clicking the + New Role button in the upper right to open the Role configuration page.
Step 3: The following information needs to be filled out for the new role you are creating…
Name: Lunchbox Team Member
Rank: The rank of the role. Rank 0 is always the highest rank. Users of Rank 0 can view and edit all other users.
All General - Checked
All Reports - Checked
All Settings - Checked
Step 4: Click “Save” in the small window to save the job.
Creating Lunchbox Job
Users are people that can log in and access the Admin Portal. Access limitation is controlled by assigning Jobs to the employee (see Step 1b).
Step 1: Begin by navigating to the account-specific URL to access the Brink Dashboard and click the Configuration drop-down > Settings Editor on the left-hand side of the screen.
Step 2: Click Jobs on the left-hand side of the screen.
Step 3: Click Add New Job.
Step 4: Adjust the following fields on the General tab to ensure that the job has been added correctly.
Name - Lunchbox Team Member
Default Security Level - Manager
Order Entry Type - Quick Service
Limited Destination - None
Lane - None
Section - None
Display Color - Any
Export Code - Leave Blank
External ID - Leave Blank
Requires Approval to Clock In - Unchecked
Requires Approval to Clock Out - Unchecked
Can Assign a Cash Drawer - Checked
Must Declare Tips - Checked
Requires Approval to Checkout - Unchecked
Training - Unchecked
Exclude from Sales & Labor Reports - Unchecked
Cannot Close Orders - Unchecked
Self Banking - Checked
Exempt from Labor Schedule - Checked
Clock In Automatically - Checked
Can apply discount/promotions without cash drawer assignment - Checked
Can apply payments on behalf of self-banking employees - Checked
Can Approve Without Being Clocked In - Checked
Step 5: Adjust the following fields on the Login Options tab to ensure that the job has been added correctly.
Can Login with Card - Checked
Can Login with Finger - Checked
Can Login with Pin - Checked
Can Login Into Multiple Registers at the Same Time - Checked
Step 6: Adjust the following fields on the Menus tab to ensure that the job has been added correctly.
Make sure all of the necessary menus are assigned.
Step 7: Adjust the following fields on the Table Service tab to ensure that the job has been added correctly.
No Cash Transactions - Unchecked
Can Access Any Tab - Checked
Can Access Any Table - Checked
Group Items by Seat - Checked
Tabs - Checked
Bartender - Checked
Hostess - Checked
Step 8: Click OK