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User Roles & Staff

CliqMenu lets you invite staff members to help manage orders and kitchen operations. Each staff member is assigned a role that determines what they can do in the Order Management System (OMS).

Staff roles​

There are two roles available:

Order Manager​

Order Managers have full access to the OMS. They can:

  • Accept or reject incoming orders
  • Manage stock availability (mark items as in stock or out of stock)
  • Process refunds for online orders
  • Create walk-in orders on behalf of customers
  • View order history and details

This role is ideal for front-of-house staff, shift supervisors, or anyone responsible for managing the flow of orders.

Kitchen Staff​

Kitchen Staff operate in Kitchen Display System (KDS) mode — a focused view designed for the kitchen. They can:

  • View incoming orders as they arrive
  • See order details (items, quantities, special instructions)
  • Mark items and orders as cooking, ready, or complete

Kitchen Staff do not have access to order management functions like accepting orders, processing refunds, or managing stock. Their view is streamlined for one purpose: preparing food efficiently.

tip

Use the Kitchen Staff role for cooks and kitchen team members who only need to see what to prepare. This keeps their screen uncluttered and focused on cooking.

Adding a staff member​

  1. Navigate to User Roles in the side menu.
  2. Click Add User.
  3. Enter the staff member's details:
    • Email (required) — they'll receive an invitation at this address
    • Name (required) — their display name in the system
    • Mobile Number (optional)
  4. Select their role: Order Manager or Kitchen Staff.
  5. Click Save.

The staff member will receive an email invitation with instructions to access the OMS.

info

Staff members log in to the OMS using their email. They do not need to create a separate CliqMenu account — the invitation handles everything.

Enabling and disabling access​

You can enable or disable a staff member's access to your business at any time without removing them entirely.

  • Disable — the staff member loses access to your business in the OMS. They will no longer see your business when they log in.
  • Enable — restores their access.
note

If a staff member works for multiple businesses on CliqMenu, toggling their access for your business does not affect their access to other businesses. Each business controls its own staff permissions independently.

Multi-business staff​

A single person can work for multiple CliqMenu businesses. For example, a chef who works at two different food trucks can be added as staff to both businesses.

When they log in to the OMS, they can switch between businesses to see orders for whichever one they're currently working at.

Removing a staff member​

To remove a staff member:

  1. Go to User Roles.
  2. Find the staff member you want to remove.
  3. Click Delete.

Deleting a staff member removes them from your business only. It does not delete their account or affect their access to any other businesses they may work for.

tip

If a staff member is temporarily unavailable (e.g., on leave), consider disabling their access instead of deleting them. This way, you can re-enable them later without re-entering their details.