Setting up permissions and preferences

From Table Manager, go to Account Management → Permissions to edit restaurant user permissions and preferences.

Permissions are typically managed by users with the Manager or Group Manager role. Other roles can also manage permissions if Manage Permissions is enabled for their role.

User types

Restaurant users in Eat App can be assigned to one of the following user types:

Staff
Call Center
Call Center Manager
Manager
Group Manager

From the Permissions tab, you can define the permissions available to each user type, as well as configure preference settings.

Permissions

Account and user administration

These permissions control access to account settings, users, and system configuration.

Manage permissions: Allows users to access and modify role permission settings.
Manage restaurant users: Allows users to create new staff profiles.
Manage admin: Allows users to access back-office settings.
Manage invoices: Allows users to view and manage invoices.

Reporting and analytics

These permissions control access to reporting tools and downloadable reports.

For the permissions below to take effect, Manage admin permission must also be enabled for the applicable roles.

View reports for group: Allows users to view reports for all restaurants in the group.
Advanced reports: Allows users to view the full Reporting Suite.
Download reservations report: Allows users to download reservation reports from the Reporting Suite.
Manage CRM: Allows users to view guest reports from the Reporting Suite.
Download CRM: Allows users to download guest reports from the Reporting Suite.

CRM and guest communications

These permissions control access to CRM messaging and communication tools.

Manage CRM message: Allows users to send marketing messages (email or WhatsApp) to all guests.
Manage message templates: Allows users to create and edit reservation SMS, WhatsApp, and email templates.
Can create multi venue segments: Allows users to create guest segments across multiple venues when creating marketing messages.

Guest management

These permissions control access to guest profiles and guest-related actions.

Delete guest profiles: Allows guest profiles to be permanently deleted.
Can view shared group guests: Allows users to view shared guest profiles from other restaurants in the group without needing access to those venues.
Manage guests: Allows users to create and edit guest profiles.
Merge guests: Allows users to merge duplicate guest profiles.
Manage CRM tagging: Allows users to bulk tag guests in the CRM.
Manage tags: Allows users to add and edit reservation tags and guest tags.

Reservation management

These permissions control who can create, edit, and manage reservations and related settings.

Manage reservations: Allows users to create and edit reservations.
Require reservation taken by: Requires the reservation taker field to be completed when creating a reservation.
Require reservation edited by: Requires the reservation editor to be specified when editing a reservation.
Disable reservation deletion: Prevents in-house reservations from being deleted.
Manage closing period: Allows users to block and unblock timeslots for reservations.
Manage online seating shifts: Allows users to create and edit venue availability shifts.
Manage day notes: Allows users to create and edit daily notes.
Manage tables: Allows users to create and edit floor plans and rooms.
Manage concierge: Allows users to add and edit concierge details.

Automation and widgets

These permissions control advanced tools for automation and online booking setup.

Manage automation: Allows users to create, activate, and edit automated actions.
Manage widgets: Allows users to create and configure online booking widget variants.

Preferences

Reservation conflict controls

Each preference can be configured with one of the following behaviors:

Error: The action is blocked and cannot be completed until corrective action is done.
Warning: The user is alerted but can choose to proceed.
Hide: No warning or restriction is shown; the action proceeds without any prompt.

Duplicate reservations conflict: Controls whether users can create multiple reservations for the same guest on the same day.
Override blocked timeslots: Controls whether users can create or move a reservation into a blocked timeslot.
Overbook timeslots: Controls whether users can create reservations that exceed venue capacity for a timeslot.
Reservation table covers conflicts: Controls whether users can create reservations with a guest count higher or lower than the selected table capacity.
Reservation time conflict: Controls whether users can create a reservation for a table that already has another reservation at the same time.
Mandatory table selection: Controls whether reservations can be created without assigning a table.

Mandatory table selection can only be managed when the availability type is set to Volume. If the availability type is set to Tables, table selection is mandatory.

Reservation behavior

These preferences control how tables and timeslots are shown or assigned.

Table suggestions: Enables automatic table assignment based on available capacity.
Shifts time slots: Hides timeslots that fall outside configured shifts.