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Analytics Field Visibility

Control which analytics and performance data points are visible to different roles in your organization. This feature allows managers to configure privacy settings for sensitive metrics like earnings, tips, and team comparisons.

Overview​

The Analytics Field Visibility feature enables you to:

  • 🔒 Hide sensitive financial data from certain roles
  • 👥 Configure different visibility settings per role
  • 🏢 Set organization-wide or location-specific rules
  • 📊 Control access to shift summaries and analytics

Use Cases:

  • Hide total sales figures from waitstaff
  • Restrict team comparison data to managers only
  • Show tips earned but hide revenue per hour
  • Create location-specific visibility overrides

Accessing Field Visibility Settings​

Navigation Prerequisite

You need manager or admin permissions to configure analytics field visibility.

Navigation Path: [Your Location] → Settings → Analytics fields

Required Permissions​

ActionRequired Permission
View configurationview_location_staff
Modify settingsmanage_location_staff

Available Fields​

The following analytics fields can be configured for visibility:

Shift Summary Fields​

FieldDescription
totalSalesTotal sales amount for the shift
tipsEarnedTips earned during the shift
revenuePerHourRevenue generated per hour worked
avgOrderValueAverage order value
ordersPerHourNumber of orders processed per hour
tipRateTip rate percentage

Analytics Fields​

FieldDescription
teamComparisonComparison metrics with team members
detailedStatisticsDetailed performance statistics
analytics.total_salesTotal sales in analytics view
analytics.tips_earnedTips earned in analytics view
analytics.team_comparisonTeam comparison in analytics
analytics.detailed_statisticsDetailed stats in analytics

Configuring Visibility​

Per-Role Configuration​

Configure which fields each role can see:

Step 1: Select a Role

  1. Navigate to Settings → Analytics fields
  2. Select a role from the left sidebar (e.g., Wait Staff, Cashier, Floor Manager)

Step 2: Configure Fields

  1. View the field categories (Shift Summary, Analytics, Team Comparison)
  2. Toggle each field ON or OFF for the selected role
  3. Use Hide All to quickly disable all fields in a category
  4. Changes are saved automatically

Example Configuration​

For a typical restaurant, you might configure:

Wait Staff Role:

  • ✅ tipsEarned - Visible (employees see their tips)
  • ✅ ordersPerHour - Visible (productivity metric)
  • ❌ totalSales - Hidden (sensitive business data)
  • ❌ revenuePerHour - Hidden (financial metric)
  • ❌ teamComparison - Hidden (avoid competition)

Manager Role:

  • ✅ All fields visible

Organization vs. Location Settings​

Organization-Wide Settings:

  • Apply to all locations by default
  • Set when no specific location is selected
  • Good for consistent policies across locations

Location-Specific Overrides:

  • Override organization settings for specific locations
  • Select a location when configuring to create an override
  • Location settings take precedence over org-wide settings

Bulk Configuration​

Update multiple fields at once for efficiency:

Using Bulk Update:

  1. Select the role to configure
  2. Click Bulk Edit
  3. Select multiple fields to update
  4. Choose visibility setting (Show/Hide)
  5. Click Apply Changes

Quick Actions:

  • Hide All: Disable all fields in a category
  • Show All: Enable all fields in a category

Configuration Examples​

Example 1: Privacy-Focused Waitstaff​

Hide all financial metrics from waitstaff while keeping personal performance visible:

FieldVisibility
Total Sales❌ Hidden
Tips Earned✅ Visible
Revenue Per Hour❌ Hidden
Average Order Value❌ Hidden
Orders Per Hour✅ Visible
Tip Rate✅ Visible
Team Comparison❌ Hidden
Detailed Statistics❌ Hidden

Example 2: Transparent Team Environment​

Show most metrics but hide team comparisons to reduce competition:

FieldVisibility
Total Sales✅ Visible
Tips Earned✅ Visible
Revenue Per Hour✅ Visible
Average Order Value✅ Visible
Orders Per Hour✅ Visible
Tip Rate✅ Visible
Team Comparison❌ Hidden
Detailed Statistics✅ Visible

System Roles Reference​

The following system roles can be configured:

RoleTypical Configuration
AccountingFull visibility
CashierLimited visibility
Chain ManagerFull visibility
Floor ManagerFull visibility
Kitchen StaffMinimal visibility
Location ManagerFull visibility
Organization AdminFull visibility
Support AdminFull visibility
Wait StaffConfigurable (see examples)

Custom roles can also be configured with the same options.

Best Practices​

Privacy Considerations​

  1. Hide financial totals from non-management: Total sales and revenue figures are typically sensitive
  2. Allow personal metrics: Let employees see their own tips and performance
  3. Consider team dynamics: Team comparison can motivate some but discourage others
  4. Be consistent: Apply the same rules across similar roles

Communication​

  1. Inform employees: Let staff know which metrics they can access
  2. Explain reasoning: Help employees understand why certain data is restricted
  3. Gather feedback: Adjust settings based on team input

Security​

  1. Regular audits: Review visibility settings periodically
  2. Role changes: Update visibility when roles are modified
  3. New hires: Ensure proper role assignment for correct visibility

Troubleshooting​

Fields Still Visible After Hiding​

  • Refresh the page after making changes
  • Verify the correct role is selected
  • Check for location-specific overrides
  • Ensure the user has the correct role assigned

Changes Not Saving​

  • Check your internet connection
  • Verify you have manage_location_staff permission
  • Try refreshing and making changes again
  • Contact support if issue persists

Location Override Not Working​

  • Ensure you selected the specific location before configuring
  • Organization settings may be overriding - check both levels
  • Location settings should show as "Custom" when overridden

Getting Help​

Need assistance with analytics field visibility?

  • 📧 Email: support@ssppos.com
  • 💬 Live Chat: Available in dashboard
  • 📚 Help Center: docs.ssppos.com

Control your team's data access with granular Analytics Field Visibility settings in SSP Manager.