Everyone has a role to play at KlickTrack. Understanding how the different roles can complete different actions will make your team as efficient and effective as possible.

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App Users 

The app user roles are located in the dashboard under store management. Select all roles that apply. For example, a manager user should also have budtender and cashier permissions selected to use register devices. App Users are employees that will be logging in to the app and need credentials. 

 

Admin

• Full App permissions.

• Create new app users or modify existing app users.

• Can update pins, passwords, or assigned roles.

• Merge, delete, or apply loyalty points to customer profiles from the dashboard.

• Complete sales.

• Create manifests.

• Admin does not work as a catch-all, you must select each role below if needed.

 

Budtender

• Can create a queue for fulfillment.
• Can access fulfillment devices.
• Can NOT access register. (User will get access denied error attempting to login to register)
• Can NOT complete sales. (User will get access denied error attempting to view sales)
• Can NOT do a return or view recent sales. 
• Can NOT add a drawer. (User will get access denied error if no drawer)
• Can NOT add a device. (User will get access denied error if no device)
• Can NOT access dashboard or inventory.

 

Cashier

• Can create a new drawer.
• Complete a return and view recent sales.

• Can create a new queue, and open a queue.

• Can finalize a sale at the register.
• Can NOT create a device. (User will get access denied error if no device)
• Can NOT access dashboard or inventory.

 

Driver

• Check queue.

• Drop off order.

• NO register access.

 

Manager

• Dashboard and inventory management access.

• Can NOT add or edit users.

• Can manage multiple shop locations under the same login.

• Access to all devices

• Can edit time clock entries.

• Can register new devices.

 

Marketing Manager

• Access to SMS only.

• Can create SMS campaigns.

• Can access Products.

 

Queue Manager

• Can create and edit online orders to expedite customer queues via a desktop device.

• A desktop can be used as a device as long as the manager registers the desktop under devices.

• Once an order is fulfilled it can be sent to the queue for final sale.

 

Regional Manager

• Access to inventory management at multiple shop locations.

• Full backend dashboard access.

• Access to manifests.
   

Shift Lead

• Same app access as budtender and cashier, but a Shift Lead user pin can be used for any manager overrides at the register.

• NO dashboard access.