How can my business hierarchy fit into the user roles available inside Hopsy?
There are 2 types of user in Hopsy:
Company Users
Venue Users
A 'user' is determined by a single email address granted access to Hopsy. Each user is in control of their own password.
All activity completed in Hopsy is logged to a user based on the email address logged in when completed that activity.
We recommend NOT using communal email addresses as user identities.
Company Level Users
The company level user type in Hopsy is designed for central oversight & for people not working in a venue and completing tasks on a day to day basis. There are 2 main differences to venue users:
Company level users have a view of the system based around the oversight and reporting of multiple venues and not the running and management of a singular venue task list.
Access to company settings & configuration (if switched on)
Pictured above, a company user experiences a holistic view of the company including many reporting graphs and tables, perfect for analysing performance across all venues / a selection of multiple venues.
Company User Roles available:
Operations Manager / Auditor / Company Staff
All 3 of these roles are exactly the same and show all data across the company. These roles see information & performance summarised for ALL venues.
BDM / Area Manager
Venues can be assigned ownership to a BDM / Area manager. This role then only sees the information for the venues they are assigned to.
Independently to whichever role above is assigned to a company user, there is a separate switch which allows that user access to the company settings / configuration. This can be found in the 'company staff' index.
Venue Level Users
Venue level users have a view of Hopsy less geared towards 'oversight' and more designed to compliment working within a venue.
All venue level roles see the 'Today's Tasks' list at the forefront of their access.
It is not possible for a single email address to be both user types.
Venue Roles available:
Venue Manager
This is usually the most senior individual working at & running the venue day to day. They will be able to configure the venue settings, and staff settings, but won't have access to the central company settings.
There can only be 1 venue manager at a venue.
It is possible for a venue manager to work at more than 1 venue, and switch between them.
Assistant Management
From the kitchen manager to the bar supervisor. This role covers the rest of the management team and has almost full access to venue functionality.
Assistant managers can create/edit rotas, add staff pay rates, invite other venue level users etc.. just like the venue manager. However, does have a couple of necessary restrictions:
Assistant management can't change their own pay rate
They can't see the venue manager's or fellow assistant management's pay rates
They can't change their own role or remove users at a management level... this is reserved for the venue manager only
Staff
With a much more stripped back view, there are restrictions in place that you would expect preventing staff from:
Accessing venue settings
Managing users
Adding / editing rotas
Seeing sensitive information