What roles and permissions does Qudini have?

Orlando Wethered

Modified on: Mon, 11 Oct, 2021 at 6:40 PM

In Qudini, there are two main types of users:

1. Merchant Admins

Merchant Admins are accounts that can be created to let businesses manage their venues and store users with a Qudini Merchant. Within Merchant Admins there are different levels of permissions:

What's the difference between Merchant Admins and Venue Level users?

Merchant Owner - Controls the whole Qudini merchant account and its users. They have access to all the settings within Qudini.

Support Manager - Allows the user to manage and support users for all venues (ideal for support desk users, and roles where users need to reset login details).

Venue Manager - This gives the user venue level access to one or more venues. So they can help to manage users, view stats and reports, or receive Threshold Alerts for a number of stores (ideal for regional managers).

View Stats - Provides the user with the ability to go into the dashboard and view usage stats and performance.

Bookings Manager - Can create and manage customer bookings. This will also enable users to manage their online booking widgets.

Events Manager - Enables the user to manage their events, topics and attendees.

2. Venue Users

A venue user is created within a specific venue and given access to see and manage customers and staff for that venue on a daily basis. A venue user can be given any 3 of the following roles:

Server - Enables the user to be assigned (or assign to themselves) to customers.

Concierge - Gives the user the ability to see and manage customers and staff. As well as manage Staff Availability and Breaks.

Admin - Can access the settings for their venue and queues in order to create users, change Generic Availability for appointment bookings, change venue opening hours and view the Analytics dashboards.

MERCHANT LEVEL USER

VENUE LEVEL USER

Merchant Owner

Support manager

Venues manager

View Stats

Bookings manager

Events manager

Admin
(*If Venue Admin Restriction settings are Not Imposed.
Venue Admins Restrictions is a Merchant-wide settings, not applied per user.)

Concierge

Server

MERCHANT SETTING

Merchant Admin

Overview

Allowed

Merchant Detail

Manage branding (logos) within native apps, configure SMS API, manage Threshold Alerts.

Allowed

Customer Descriptions

Configure, enable customer descriptor.

Allowed

Venues

Select Venues page - access venue stats dashboard, create new & deactivate venues

Allowed

Bookings Manager

Create and edit customer appointment bookings.
Search for existing customer bookings (using PII) to reschedule/cancel appointments.
Change customer details within appointments.

Allowed

Merchant Admin Users

Create and edit Merchant Level users.

Allowed

Reporting

Email Reports

Create and edit Venue or Merchant level email reports and assign other users to recipent list.
Reports can have information add/removed within this page.
Reports can only be sent to Qudini account holder with Admin permissions.

Allowed

Report Templates

Create and edit mail reports templates with specified data points. These can be chosen when creating reports in Email Reports page.

Allowed

Main Settings

Products

Create and edit products / services that appear for queuing or booking appointments.
Can manage product features such as: estimated serve times, graphical icon, which stores the products appear, whether product is for booking appointment or queueing.
Manage Outcomes which are reported against each product.

Allowed

Questions

Create and edit custom Questions that appear when customer want to make a bookings, or are being added to the queue.
Control where and how the Questions are directed at customers or staff.

Allowed

Outcomes

Create and edit a list of Outcomes to be reported against.
Outcomes are enable against products within the Products page

Allowed

SMS Templates

Create and edit template text messages that can be sent by store users to customers.

Allowed

Post Visit SMS

Create and edit automated follow-up text messages to customers.
Can be configured based on: Outcome reported, product, venue and other factors.

Allowed

Venue Restrictions

Configure if store users can edit Generic Availability.
Configure if store users can add Special Days of availability.
Venue users with admin permissions will see these settings under Booking Availability pages.

Allowed

Customisations

Kiosk Templates

Create and edit kiosk design templates, including wording and languages.

Allowed

Ticket Templates

Create and edit printed ticket design templates, including wording and languages.

Allowed

Online Booking Interface

Create and edit customer facing Booking Widgets.

Allowed

Booking Email

Create and edit emails sent to customers when booking appointments: Confirmation, Reminder and Cancel emails

Allowed

Weblink

THIS IS A QUDINI SYSADMIN PERMISSION ONLY.

Qudini Only

TV Templates

Create and edit digital signage design templates, including wording and imagery/video content.

Allowed

Venue Users

Search, create and edit Store / Venue Level users.
Can reassign users to another store.
Can edit permissions of users.

Allowed

Integrations

Lists Qudini Intregrated partners.

Allowed

Order Lookup

Create and edit custom Order Lookups for intregrate databases. To enable Qudini to search and display product / customer information upon joining the queue or booking.

Allowed

VENUE SETTING

Venue Information

Venue Details

Allowed

Allowed *

Venue opening hours

Set opening times for stores.
Create Specific Hours for specified days .
Set dates where store is closed (no booking / queues available).

Allowed

Venue queues

Allowed

Allowed *

Venue Users

Create edit Store / Venue Level users.
Can reassign users to another store.
Can edit permissions of users.

Allowed

Allowed *

Settings

Threshold alerts

Create and edit Alerts triggered through Qudini actions.

Allowed

Allowed *

Break reasons

Create edit reasons that users can be Set Unavailable.

Allowed

Allowed *

Devices

Kiosk

Create and edit kiosks within the venue.

Allowed

Allowed *

TVs

Create and edit TV displays within the venue.

Allowed

Allowed *

Smartwatches

Create and edit Smartwatches used within the venue.

Allowed

Allowed *

Integrations

Order Lookup

Assign Order Lookup configurations (set with in Order Lookup Merchant level).

Allowed

Allowed *

Integrations

Lists Qudini Intregrated partners.

Allowed

Allowed *

QUEUE SETTING

Queue Details

Edit configurations regarding queue:
Determine position or minute thresholds before sending SMS to customers.
Limit queue sizes.
Set reminders to finish customers.
Determine if Servers can view products of customer in the queue.
Determine if Servers must take customer at the top of the queue.
Toggle showing timings of customer during in queue, staff duration with customer, appointment times.
Configure details required to add customer to queue, within kiosk or applications.
Enable bookings within queue.

Allowed

Allowed *

Booking Settings

Set booking availability to generic slots or determined by staff.
Configure details required to add customer for booking.
Configure customer notification settings: Email and SMS (this does not include notification contents)

Allowed

Allowed *

Booking Availability

Generic

Create and edit Generic Availability slots for bookings.

Allowed

Special days

Create and edit specified days with Generic Availability slots for bookings.

Allowed

Outcome Settings

Configure outcomes within the queue, using outcomes set in Main Settings>Outcomes

Allowed

Allowed *

Products

Add venue level products (only accessible to venue in which they are created).
Toggle Merchant wide products which are created Main Settings>Products

Allowed

Allowed *

SMS Settings

Create and edit SMS content for queuing and booking customers.
Add and remove SMS different languages.

Allowed

Allowed *

Setup Post Visit SMS

Create and edit automated follow-up text messages to customers.
Can be configured to send a specified number of hours after customer is finished.

Allowed

Allowed *

Weblink

THIS IS A QUDINI SYSADMIN PERMISSION ONLY.

Qudini Only

Other Pages

Create Raw Data

THIS IS A QUDINI SYSADMIN PERMISSION ONLY.
Exports of data can be configured with specified data points.
Exports are automated to go to any user recipient as requested.
Exports are encryted when sent through email.
Customer and Staff PII data is not accessible with Qudini control.
Typically exports only provide Customer / Staff IDs (i.e. non-PII)

Qudini Only

Receive Email Reports

Permission allows user to recieve email reports set up in Email Reports Page

Allowed

Stats dashboard and Analytics

Allowed

Events

Create and edit events, setup event series and topics.
Manage attendees and content for events.

Allowed

Export raw Data reports (password protected)

Only if Qudini SysAdmin Specified and granted acesses

Allowed

CUSTOMER QUEUES

Admin

Concierge

Server

Managing customers

Add / Edit / Delete Customers

Allowed

Managing customers

Serve Customers

Allowed

Managing customers

Assign Customers

Allowed

Managing customers

Create Bookings

Allowed

Customer History

View History

Allowed

Customer History

Transfer back to queue / Convert to booking

Allowed

Managing Staff

Set Availability (other staff)

Allowed

Managing Staff

Set Booking Availability (other staff)

Allowed

Managing Staff

Set Availability (own)

Allowed

Managing Staff

Set Booking Availability (own)

Allowed

Queue

Queue view

Allowed

Queue

Concierge view

Allowed

Queue

Change queue

Allowed

Settings

View Analytics

Allowed

Settings

View Staff Performance

Allowed

English

1. Merchant Admins

2. Venue Users

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