1b - Create Lunchbox Role & Job (Brink)

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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

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