1. Food Truck POS & Route Planner
  2. Roles and permissions
Reference

Who can do what in Food Truck POS & Route Planner

Give each shift decision to the staff member who owns it.

How permissions work

Order work

Order Taker prepares and accepts orders; Kitchen Lead and Service Lead record their own handoffs.

Independent decisions

Shift Supervisor reviews submitted ticket revisions and corrections before release.

Evidence

Finance Reviewer verifies provider events; Operations Manager investigates receipts and links actual effects.

Scope

Organization, team member and user records give each order a responsible operating context.

Who can do what

Permissions by role
RoleRoute stops and teamsMenu and recipesStop ordersKitchen ticketsPreparation and servicePayments and correctionsShift review and evidence
AdminEdit—Edit—View—View
Order TakerViewEditEdit—EditEdit—
Kitchen Lead—EditEdit—EditEdit—
Service LeadViewViewEditViewEditView—
Shift Supervisor—ViewViewApproveViewEditEdit
Inventory Manager—EditView—EditEdit—
Finance Reviewer——ViewViewViewEditView
Operations Manager—ViewViewEditViewViewEdit

Each role in detail

Admin

Maintains organization, staff and access settings for the operation.

Can

  • Manage Organizations, team members, Users
  • View stop orders, operation receipts

Order Taker

Creates stop orders and checks menu and serving details before acceptance.

Can

  • Manage stop orders, stop order lines
  • View Products, route stops, menu recipes

Starts on: Open Stop Orders

Kitchen Lead

Prepares approved order scope and records actual portions and ingredient usage.

Can

  • Manage stop order lines, ingredient movements
  • View stop orders, line tickets, menu recipes, recipe ingredients

Starts on: Open Stop Orders

Service Lead

Records portions served and checks destination and fulfillment context.

Can

  • Manage stop orders, stop fulfillment events
  • View stop order lines, route stops, line tickets

Starts on: Open Stop Orders

Shift Supervisor

Independently reviews submitted ticket revisions and operational corrections.

Can

  • Manage review decisions, line tickets, record attachments
  • View stop orders, stop order lines, operation receipts

Reviews and approves

  • Approve line tickets

Starts on: Pending Line Release

Inventory Manager

Maintains ingredient, product and recipe records used for menu feasibility.

Can

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

Starts on: My Team Member Record

Finance Reviewer

Checks provider payment and refund evidence against the affected order.

Can

  • Manage payment evidence
  • View stop orders, review decisions, operation receipts

Starts on: Unverified Payment Evidence

Operations Manager

Owns exception investigation and receipt reconciliation across shifts.

Can

  • Manage operation receipts, record attachments
  • View stop orders, line tickets, review decisions, payment evidence, stop fulfillment events

Starts on: Stop Order Status Board

Set up Food Truck POS & Route Planner your way.

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

How to get started