Managing Employee Permissions

As an admin within your organization, you can set who is allowed to approve orders, view projects, or collaborate on orders. This way, you maintain control and oversight in BarTrack.

Steps to manage employee permissions

1. Log in to your account: Go to order.bartrack.com or open BarTrack for Desktop.

2. Go to your profile: Click on your profile icon at the top right.

3. Click on ‘My Colleagues’: You will now see an overview of all employees.

4. Review the table: Here you see a list of all employees within your organization.

5. Adjust permissions: Click the pencil and paper icon to the right of the employee.

6. Click Save: This ensures that your changes are saved.

Permissions You Can Manage:

• Can Approve Orders:
  This employee is allowed to approve colleagues' orders before they are sent to the wholesaler. Useful for team leaders or managers who have the final check.
• Approval Required:
  If selected, this employee's orders must first be approved by someone with the “Can Approve Orders” permission. This helps prevent unreviewed purchases.
• Order Together:
  When multiple colleagues have “Order Together” enabled, they share a single shopping cart. Anything one person adds automatically appears for the others. Ideal for teams who want to purchase jointly and maintain an overview.
• View All Locations:
  Grants access to stock information for all company locations. Ideal for regional managers or planners. This is useful for analyzing purchasing behavior or tracking deliveries.
• View All Orders:
  This employee can see all orders within the company, regardless of who placed them. This helps with analyzing purchasing behavior and provides an overview of all pending and completed deliveries.
• View All Projects:
  Easily gain insight into all ongoing and completed projects within the company. This feature is ideal for project managers and administrative staff who need to stay organized. Each project includes material lists added by colleagues. By clicking the eye icon, you get a detailed overview with information such as the total purchase cost, delivery date, and delivery address.