How to Set Up Roles for Laundry Staff

Business owners can do everything in Laundry. Everyone else gets only what their job needs, through a role. Set roles up once; then each new staff member just gets the right role.

Step 1: create the role

1. Open Access Controls → Roles and click Add.
2. Name it after the job, for example "Laundry counter".
3. Tick the permissions for that job from the list below, and save.

   

Step 2: tick the permissions for each job

Counter staff

Under Laundry: View the board and tickets, Take clothes in and book pickups, Move tickets between stages and Hand clothes back.

Also, in the sales section: Add POS sell (every ticket is a sale) and Add/Edit/Delete Payments (to take a balance at handover). In the customer section: Add customer, to add new customers at the counter.

Washers and ironers

View the board and tickets and Move tickets between stages. Nothing to do with money.

Riders

View the board and tickets, Move tickets between stages (to mark Out for delivery) and Hand clothes back (to confirm delivery). Add Add/Edit/Delete Payments if they collect balances at the door.

Supervisors

Everything the counter has, plus Edit tickets, Delete tickets, Change prices and give discounts on a ticket and View Laundry reports. Editing a ticket's items also needs Edit POS sell, and deleting needs Delete POS sell.

Managers

Everything a supervisor has, plus Manage the price list and Manage Laundry settings.

Step 3: give each person their role

Open Access Controls → Users, edit the staff member and choose the role. Under Access locations, tick the branch they work at, or All Locations. See How to Add a Staff Member.