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 and their characteristics in this article.
Once the roles are created, you need to assign them to different users. Find out how in this article.
Finally, you need to access the specific record and limit the access based on the role. To do this, go to Template Properties, under Management Permissions, and select the role that should have access to that record.
And there you have it!
You now know how to limit access to records by user role.
Related Articles
Creating user roles on the Andy App
Andy allows you to assign roles to different users in your business. These roles ara assigned levels with different permissions and limitations. This article explains Andy's different role types. To create roles simply go to Settings > Users > Roles ...Resending a user's PIN
If a user needs to reset their PIN, you can assist them by following these steps: 1. Go to Settingss 2. Click on User > User 3. Select the user who needs a new PIN from the list of users. 4. In the Access to Andy App section, click on Generate New ...Types of User Roles Available on the Andy App
The following are the different types of roles and the access restrictions you can generate on the Andy App and Andy's Control Panel: Employee (Level 1) : Employees have basic access to a store allowing them to interact only with some of Andy’s tools ...Creating and Adding Users on the Andy's Control Panel
Want to create or add a new user in Andy? Easy! All you need is someone with a user level that allows them to access Andy’s Control Panel - such as a supervisor or manager - to create new users roles. This is how: 1. Log on to Andy’s Control Panel ...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 ...