Roles
4 roles. Each person has one, and it decides what they can do: a list of switches, checked by the database too.
OwnerEvery switch · 2 people
Who has it: Sam Keller, Riley Park
Owners can do everything, always. This role can't be changed, renamed or deleted, and only an owner can make someone an owner.
- Start group chatsStart group chats and team threads, and choose who's in a team thread.(on)
- Post announcementsPost to Announcements and pin a post to the top.(on)
- Build and publish the scheduleAdd, change and publish shifts and shop events, and see everyone's availability and time off.(on)
- Approve swaps and time offSay yes or no to shift swaps and time-off requests.(on)
- Edit checklistsMake checklists and add, change or remove their items.(on)
- Correct who did a checklist itemChange who did an item, untick anyone's, and tick earlier days.(on)
- See and approve timesheetsSee everyone's hours, fix punches, approve timesheets and set up the shop tablet.(on)
- See payrollPay rates, labor cost on the schedule, and the payroll export.(on)
- See moneyThe scorecard's dollar numbers, like sales.(on)
- Edit vendors and inventoryVendors, stock items, the order list, green coffee and roast profiles.(on)
- Invite peopleAdd, rename and remove people, and resend invitations.(on)
- Change rolesMake and change roles like this one, and give people their role.(on)
- Shop settingsThe shop's name, mission and values, time zone, who sees contact details, which areas are on, and the assistant.(on)
Lead9 of 13 switches · 1 person
Who has it: Morgan Diaz
Team member1 of 13 switches · 4 people
Who has it: Casey Nguyen, Ana Flores, Theo Grant, Priya Shah
Shift lead2 of 13 switches · 1 person
Who has it: Jordan Ellis
Make a role
Name it after the job, like “Shift lead”, then switch on what it may do. Or open a role above and make a copy.
Give someone a role
Each person has one role. Nobody changes their own, and the shop always keeps at least one owner.
Every shop starts with Owner, Lead and Team member, which match how OnBar worked before roles. A few things have no switch of their own and go with being an owner or a lead (any switch on besides “See money”): the org chart and teams, setting up the scorecard, everyone's check-ins, and contact details when Settings says “owners and leads”. Reported messages stay with owners. People