PRODUCT - GENERAL - USER/ROLE MANAGEMENT
Create roles and assign users to prepare your account for checklists
Modeeri
Last Update vor 5 Monaten
In this article :
• Why roles and users come first
• Understanding roles in Modeeri
• Creating roles
• How roles control checklist visibility
• Adding users and assigning roles
• Common setup mistakes
• What’s next
• Why roles and users come first
• Understanding roles in Modeeri
• Creating roles
• How roles control checklist visibility
• Adding users and assigning roles
• Common setup mistakes
• What’s next
Why this step comes first
Before creating checklists, Modeeri needs to understand who does what. Roles and users define responsibility. Checklists are built on top of that structure.
Setting this up first ensures:
• Tasks appear for the right people
• No rework later
• Clear accountability from day one
Setting this up first ensures:
• Tasks appear for the right people
• No rework later
• Clear accountability from day one
Understanding roles in Modeeri
Roles represent job functions at a location.
Roles are used to decide :
• Which checklists appear for a user
• What tasks that user is responsible for completing
Roles are not just labels they control task visibility and responsibility.
Examples of roles :
Roles are used to decide :
• Which checklists appear for a user
• What tasks that user is responsible for completing
Roles are not just labels they control task visibility and responsibility.
Examples of roles :
- Supervisor
- Cashiers
- Housekeeping
- Kitchen Crew
- Waiters
Each role can be linked to different checklists based on responsibilities.
Creating roles
When to create roles :
• First time setup
• Adding a new job function
• Changing responsibilities at a location
• First time setup
• Adding a new job function
• Changing responsibilities at a location
How to create a role :
• Go to the Roles section
• Click Create New Role
• Enter a clear role name
• Add a short description
• Select the appropriate access
• Publish the role
• Go to the Roles section
• Click Create New Role
• Enter a clear role name
• Add a short description
• Select the appropriate access
• Publish the role
Best practices :
• Use job titles people recognize
• Keep roles focused
• Avoid creating too many similar roles
• Use job titles people recognize
• Keep roles focused
• Avoid creating too many similar roles
How roles control checklist visibility
Checklists are assigned to roles.
This means:
• Users with the role will see the checklist
• Users without the role will not
This prevents confusion and keeps task lists focused.
This means:
• Users with the role will see the checklist
• Users without the role will not
This prevents confusion and keeps task lists focused.
Quick tip: If a user cannot see a checklist, always check their role first.
Adding users and assigning roles
When to add users :
• New employee joins
• A manager needs access
• Staff are ready to start using Modeeri
How to add a user :
• Go to the Users section
• Select the branch
• Click Add User
• Enter user details
• Assign the correct role
• Save
• New employee joins
• A manager needs access
• Staff are ready to start using Modeeri
How to add a user :
• Go to the Users section
• Select the branch
• Click Add User
• Enter user details
• Assign the correct role
• Save
Common role and user setup mistakes
• Creating roles that are too similar
• Assigning too many checklists to one role
• Forgetting to assign a role to a user
• Treating roles as permissions instead of responsibilities
• Assigning too many checklists to one role
• Forgetting to assign a role to a user
• Treating roles as permissions instead of responsibilities
What’s next :
Once roles and users are set up:
• You can create checklists with confidence
• Assign them to the correct roles
• Ensure tasks appear correctly for each user
• You can create checklists with confidence
• Assign them to the correct roles
• Ensure tasks appear correctly for each user