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  1. Bar & Beverage Management
  2. Roles and access
Reference

Who can do what in Bar & Beverage Management

Assign order preparation, supervisor review and evidence reconciliation to the right people.

How permissions work

Prepare and decide separately

Service Manager prepares an order or ticket; Supervisor reviews the submitted revision and records the reason.

Scope the work

A service location and organization identify where an order belongs. Team members should see the work they are responsible for.

Protect evidence

Internal attachments and provider payment evidence need access appropriate to the people investigating the case.

Keep history

A role change should not erase the reviewer, uploader or owner recorded on an earlier order.

Who can do what

Permissions by role
RoleService ordersKitchen ticketsProducts and recipesIngredients and usagePayment and fulfillmentReview and evidence
AdminEditView——ViewView
Service ManagerEditEditEditEditEditView
Service StaffEditEditEditEditEdit—
Kitchen LeadEditEditEditEditEdit—
SupervisorViewEditViewViewViewEdit
Inventory StewardViewViewEditEditView—
Finance ReviewerViewEdit——EditEdit

Each role in detail

Admin

Maintains organization, user and location setup and grants scoped access.

Can

  • Manage Organizations, team members, Users, service locations
  • View meal orders, operation receipts

Service Manager

Owns service order intake, capacity checks and exception coordination.

Can

  • Manage meal orders, meal lines, kitchen tickets
  • View Products, menu recipes, payment evidence, operation receipts

Starts on: Pending Kitchen Release

Service Staff

Records service requests and actual served scope for assigned orders.

Can

  • Manage meal orders, meal lines
  • View Products, service locations, kitchen tickets

Starts on: Open Meal Orders

Kitchen Lead

Checks the released work against menu definitions and records preparation.

Can

  • Manage meal lines, ingredient movements
  • View kitchen tickets, menu recipes, recipe ingredients, Ingredients

Starts on: Open Meal Orders

Supervisor

Makes the independent decision on submitted kitchen work and reviewed corrections.

Can

  • Manage review decisions, kitchen tickets
  • View meal orders, meal lines, record attachments, operation receipts

Starts on: Pending Kitchen Release

Inventory Steward

Maintains ingredient and recipe quantities and reviews signed usage.

Can

  • Manage Ingredients, menu recipes, recipe ingredients, ingredient movements, Products
  • View meal lines

Starts on: Approved Menu Recipes

Finance Reviewer

Checks provider evidence, refund scope and unresolved operation outcomes.

Can

  • Manage payment evidence, operation receipts
  • View meal orders, review decisions, record attachments

Starts on: Delivered Fulfillment Events

Set up Bar & Beverage Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started