Understanding Standard Roles in Prime & Atlas

Easily assign roles to your employees based on their responsibilities within your organization. This ensures your team has the right access to efficiently manage your business on both Prime and Atlas.

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Standard Roles in Prime

Prime offers 6 standard roles, primarily for managing your in-store operations. You can also assign roles with limited access based on specific locations.

• Captain: Perfect for your front-of-house team. Captains take customer orders, especially for dine-in. Please note, they cannot settle bills; that's handled by Cashiers. This role is exclusively available on the Prime app (mobile/tablet).

• Online Order Processor: This role is all about managing online orders. They handle tasks like printing bills/KOTs (Kitchen Order Tickets) and updating order statuses.

• Online Order Supervisor: Beyond an Online Order Processor's duties, Supervisors can also manage your store's availability (open/close) and update outlet stock.

• Cashier: Your counter expert! Cashiers manage operational shifts using registers, process bills, and complete settlements.

• Manager: Managers oversee your store's daily operations. They handle inventory transactions and review important reports and analytics

• Administrator: Typically, the store owner, Administrators have full access to Prime. They are responsible for critical functions like adding new stores and managing users.

Custom Roles in Prime

Prime gives you the flexibility to create custom roles tailored to your specific needs. With custom roles, you can assign very specific permissions, giving you granular control over what each team member can do. This feature is exclusive to Prime.

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Standard Roles in Atlas

Atlas provides a range of standard roles for managing your broader business operations and data. The location-level access is not available in Atlas

• Admin: The most powerful role in Atlas. An Admin has complete control over the platform, managing user accounts, system configurations, and all operational settings. This role is ideal for owners or top-level managers.

• Hub: Focuses on the central setup and crucial store-level configurations in Atlas. Hub users can view and update foundational settings, ensuring your business functions correctly within the platform.

• Catalogue: Manages all your product and service listings within Atlas. Users with this role can view, create, and update categories, items, modifiers, taxes, and charges, keeping your digital offerings accurate.

• Marketing: Equips your team to run promotions and engage customers in Atlas. This role allows users to view and create campaigns, manage customer segments, and implement discount strategies, driving sales and loyalty.

• Billing: Provides oversight of all financial transactions and credit management in your Atlas account. Billing users can access detailed transaction records and invoices, and initiate credit purchases.

• Sales Analytics: Designed for in-depth analysis of your sales performance in Atlas. Users can access comprehensive reports on orders and revenue, helping them identify trends and make data-driven decisions.

• Operation Analytics: Offers critical insights into the efficiency of your operations managed through Atlas. This role allows users to monitor order status metrics and analyze workflows to pinpoint areas for improvement.

• Support: Tailored for customer service and feedback handling in Atlas. Support users can access customer details, manage feedback, and analyze NPS (Net Promoter Scores), crucial for enhancing customer satisfaction.

• Non-HQ Analytics: Provides access to analytics data, but strictly limited to specific locations. Users cannot download full business data or reports without a location filter, ensuring localized data security.

• Non-HQ Report: Similar to Non-HQ Analytics, this role limits report access to designated locations only. Users cannot download reports that cover the entire business or access data for unauthorized locations.