Employee Management
Complete guide to managing employees, roles, and permissions in SSP Manager.
Employee management is found under the Team section in the sidebar, labeled Employees.
Overview
SSP Manager's employee management system helps you:
- Invite team members by email to join your location
- Assign roles to control what each employee can access
- Create custom roles with specific permissions
- Manage employee status (Active, On Leave, Terminated)
- Configure individual permissions beyond role defaults
- Remove employees who no longer work at your location
Accessing Employee Management
Navigation Path: [Your Location] → Team → Employees
Step-by-Step Access
- Navigate to your restaurant location
- In the sidebar, find the Team section
- Click Employees
This opens the User Management page showing all users at your location.
The User Management Page
The User Management page displays a table with a search bar and action buttons.
Search Bar: Type to search users by name, email, or role using the placeholder "Search users by name, email or role...".
Table Columns:
| Column | Description |
|---|---|
| # | Row number |
| ID | User ID number |
| User | Avatar, name, and email. Shows "(You)" next to your own account |
| Roles | Badge(s) showing all assigned roles |
| Status | Badge showing Active, On Leave, or Terminated |
| Permissions | Gear icon button to manage individual permissions |
| Actions | The ⋯ button (three dots side by side) at the end of the row. It opens a small menu with Edit User and Delete User |
Top-Right Buttons:
- Manage Custom Roles (shield icon) — Create and manage custom roles
- Invite Team Member — Invite a new employee to your location
Inviting a New Employee
To invite a team member to your location:
- On the User Management page, click the Invite Team Member button (top right)
- This will navigate you to the invitation interface where you can send invitations to new employees
- Follow the prompts to enter the employee's information and send the invitation
The invitation process allows you to assign roles and permissions based on your own permission level.
Available System Roles
| Role | Description |
|---|---|
| Organization Admin | Full access to all features across the organization |
| Chain Manager | Manages multiple locations within a chain |
| Location Manager | Full access to a specific location's settings and features |
| Floor Manager | Manages front-of-house operations and staff |
| Cashier | Handles transactions and payments |
| Wait Staff | Takes orders and serves customers |
| Kitchen Staff | Manages kitchen operations and order preparation |
| Accounting | Access to financial reports and tax data |
Viewing Pending Invitations
To see invitations that haven't been accepted yet:
- In the sidebar under Team, click Invitations
- View the list of pending invitations with their status
Editing an Employee
To update an employee's roles, status, or assignments:
- On the User Management page, find the employee in the table
- Click the ⋯ button at the end of their row
- Choose Edit User to open the Edit Member panel with these fields:
- Email — Shown but not editable (read-only)
- Collections — Multi-select to assign the employee to collections (if you have permission)
- Locations — Multi-select to assign the employee to locations (if you have permission)
- Role — Multi-select to assign one or more roles (if you have permission)
- Status — Dropdown to set the employee's status:
- Active — Currently employed and working
- On Leave — Temporarily away
- Terminated — No longer employed
- Click Save Changes to apply
To cancel, click Cancel or close the panel.
You cannot edit your own account from this page. Edit actions are not available for your own row.
Removing an Employee
To permanently remove an employee from your location:
- On the User Management page, find the employee in the table
- Click the ⋯ button at the end of their row
- Choose Delete User (shown in red)
- A confirmation dialog appears: "Do you want to delete this user? This action cannot be undone. This will permanently delete this item."
- Click Delete to confirm, or Cancel to keep the employee
Deleting a user is permanent and cannot be undone.
Managing Permissions
Each employee's permissions are determined by their assigned role(s), but you can override specific permissions individually.
Viewing/Editing Permissions
- On the User Management page, find the employee in the table
- Click the gear icon in the Permissions column
- The Manage User Permissions dialog opens, showing:
- Inherited permissions — Permissions that come from the employee's role(s)
- Custom permissions — Overrides you've set for this specific employee
- Toggle individual permissions on or off as needed
- Click Save Changes to apply, or Reset Changes to undo your modifications
Managing Custom Roles
You can create custom roles with specific permissions beyond the default system roles.
Viewing Custom Roles
- On the User Management page, click Manage Custom Roles (shield icon, top right)
- The Manage Custom Roles panel slides open showing a table of custom roles with columns:
- Display Name — Role name with color indicator
- Base Role — The system role this custom role is based on
- Permissions — Count of assigned permissions
- Privilege Level — Automatically calculated privilege level
- Actions — The ⋮ button (three dots stacked) on the role row, with Edit Role and Delete Role
Creating a Custom Role
- In the Manage Custom Roles panel, click Create Role (+ icon)
- Fill in the role details:
- Display Name (required) — A descriptive name (e.g., "Senior Waiter", "Head Chef")
- Description — Free text describing the role's purpose
- Base Role — Click the Select a base role to inherit permissions dropdown button and choose which system role this custom role inherits from
- Color — Click the Indigo dropdown button to choose a color for the role badge
- Icon — Click the Shield dropdown button to choose an icon for the role
- Permissions (required) — Click the Select Permissions button to open the permissions selection interface where you can search and toggle specific permissions
- Click Create Role to save
Editing a Custom Role
- In the Manage Custom Roles panel, click the edit action for the role row
- Modify the fields as needed using the same dropdown buttons and selection interfaces described above
- Click Update Role to save
Deleting a Custom Role
- In the Manage Custom Roles panel, click the delete action for the role row
- Confirm the deletion
Best Practices
Role Assignment
- Use the principle of least privilege — Assign the minimum role needed for each employee's duties
- Use custom roles for employees who need a specific set of permissions that don't match any default role
- Review roles regularly — As employees change positions, update their roles accordingly
Employee Lifecycle
- Set status to "On Leave" for temporarily absent employees instead of deleting them
- Set status to "Terminated" before deleting to maintain a record
- Remove access promptly when an employee leaves
Frequently Asked Questions
Can an employee have multiple roles?
Yes. In the Edit Member panel, the Role field supports multi-select, so you can assign multiple roles to one employee.
What happens when I terminate an employee?
Setting status to "Terminated" does not remove the employee from the system. They will no longer be able to access the location, but their record remains for audit purposes.
Can I re-invite a deleted employee?
Yes. If you delete an employee, you can send a new invitation to their email address.
Who can invite new employees?
Only users with the CreateInvitation permission can invite new team members. This is typically available to Location Managers, Chain Managers, and Organization Admins.
Related Features
- Roles & Permissions - Detailed reference of all available permissions
- Attendance Tracking - Track employee attendance and shifts
- Shift Management - Schedule and manage employee shifts
- Audit Logs - Track changes made by employees