How do I limit an item execution to a specific role

Andy allows you to determine which items can be executed by different user roles.

This way, you can ensure that the right person at the right store completes the item you want completed, preventing users with lower-level roles from attempting it.

How do you go about doing this?

It's simply a matter of making a small tweak in Andy's Control Panel.

From the Control Panel, go to Settings > Templates and select the corresponding template. In the Template's Properties, enable the Management permissions option and select the role or roles that are allowed complete this item.

Users with permission to complete will be able to do so without any problems from now on.

However, if a user tries to complete this item and does not have the appropriate permission, the following warning message will appear on their screen:

And that's it!

Now you may be interested in finding out How to limit a specific role from reviewing an item.

Related Articles
Customising Item Properties on Andy's templates
Andy allows you to customise the items of your store's templates in several ways, easily and directly from its Control Panel. Once in the Control Panel, go to Setting > Templates > select the template for Tasks, Records, Incidents, or Audits that you ...
What can I use Andy’s Tasks and Records Tool for?
Understanding the differences between the Tasks and Records tools will help you organise your restaurant more efficiently and comply with all the HACCP prerequisites. The Tasks Tool... Allows you to schedule and automate the periodic tasks your team ...
Limiting Access to Records by User Role
To limit access to records by user role, you need to have created user roles first. In Andy’s Control Panel, go to Settings > Users > Roles > Create Role > Assign a name and select the Role. You can learn more about the types of user roles available ...
Andy's Library
Andy’s Library is a space designed to store different types of files, such as videos, photos, and documents. It’s an extremely helpful training tool as all team members are able to access the information they need to perform their tasks correctly: ...
Customising Template Properties on the Andy App
Andy offers multiple features that allow you to customise your templates according to your business’ needs. These configurations can easily be done in Andy’s user-friendly Control Panel. Once in the Control Panel, go to Settings > Templates > select ...