Roles & Access

Servinn has three main types of users, each with different levels of access:

Owner / Admin - Full Control

Who they are: The business owner or primary manager with complete responsibility for the business.

What they can do: Everything! Owners can:

• Create and manage all venues

• Add and edit all products and catalogs

• Set up entry points and QR codes

• View all financial data and reports

• Manage all staff members and their permissions

• Configure settings, taxes, and payment accounts

• Delete venues or critical data

When to use this role: For yourself or a business partner who needs unrestricted access to all aspects of the business.

Manager - Day-to-Day Operations

Who they are: Trusted team members who handle daily operations and make business decisions.

What they can do: Most things except critical changes:

• View and manage orders and bookings

• Create and edit products in catalogs

• Add and manage entry points

• View financial reports and payment data

• Add staff members with equal or lower permissions

• Update venue details (but not delete venues)

What they cannot do: Delete venues, modify owner-level settings, or remove owner accounts.

When to use this role: For assistant managers, shift supervisors, or department heads who need broad access but shouldn't be able to delete critical data.

Staff - Order Handling, Limited Access

Who they are: Frontline team members who serve customers and process orders.

What they can do: Essential daily tasks:

• View and update order statuses (mark orders as preparing, ready, or completed)

• Create manual orders for walk-in customers

• View product catalogs and availability

• See basic venue information

What they cannot do: Edit products, change prices, view detailed financial reports, manage other staff, or access settings.

When to use this role: For servers, front desk agents, cashiers, or anyone who needs to process orders but doesn't need management access.