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:
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.
| 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 | Allowed | 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 | 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 | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini 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 | Allowed | ||||||||||
Integrations | 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 | 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 | Allowed | Allowed | |||||||||
| Venue queues | - | Allowed | Allowed | Allowed * | |||||||||
| Venue Users | Create edit Store / Venue Level users. Can reassign users to another store. Can edit permissions of users. | Allowed | Allowed | 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 | Allowed * | |||||||||
Devices | Kiosk | Create and edit kiosks within the venue. | Allowed | Allowed | Allowed * | ||||||||
| TVs | Create and edit TV displays within the venue. | Allowed | 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 | 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 | 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 | Allowed * | |||||||||
Booking Availability | Generic | Create and edit Generic Availability slots for bookings. | Allowed | Allowed | Allowed | ||||||||
| Special days | Create and edit specified days with Generic Availability slots for bookings. | Allowed | Allowed | Allowed | |||||||||
| Outcome Settings | Configure outcomes within the queue, using outcomes set in Main Settings>Outcomes | Allowed | 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 | Allowed * | |||||||||
| SMS Settings | Create and edit SMS content for queuing and booking customers. Add and remove SMS different languages. | Allowed | 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 | Allowed * | |||||||||
| Weblink | THIS IS A QUDINI SYSADMIN PERMISSION ONLY. | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini 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 | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | Qudini Only | |||
| Receive Email Reports | Permission allows user to recieve email reports set up in Email Reports Page | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed | ||||||
| Stats dashboard and Analytics | View Statistics on: Customer turnout | Wait times | Staff performance | Products served | Weblink interactions | Outcomes reported | Walkouts numbers | Events Attended | Allowed | Allowed | Allowed | |||||||||
| Events | Create and edit events, setup event series and topics. Manage attendees and content for events. | Allowed | Allowed | ||||||||||
| Export raw Data reports (password protected) | Only if Qudini SysAdmin Specified and granted acesses | Allowed | Allowed | ||||||||||
CUSTOMER QUEUES | Admin | Concierge | Server | ||||||||||
| Managing customers | Add / Edit / Delete Customers | Allowed | Allowed | Allowed | |||||||||
| Managing customers | Serve Customers | Allowed | Allowed | Allowed | |||||||||
| Managing customers | Assign Customers | Allowed | Allowed | Allowed | |||||||||
| Managing customers | Create Bookings | Allowed | Allowed | Allowed | Allowed | Allowed | |||||||
| Customer History | View History | Allowed | Allowed | Allowed | |||||||||
| Customer History | Transfer back to queue / Convert to booking | Allowed | Allowed | Allowed | |||||||||
| Managing Staff | Set Availability (other staff) | Allowed | Allowed | ||||||||||
| Managing Staff | Set Booking Availability (other staff) | Allowed | Allowed | ||||||||||
| Managing Staff | Set Availability (own) | Allowed | Allowed | Allowed | |||||||||
| Managing Staff | Set Booking Availability (own) | Allowed | Allowed | Allowed | |||||||||
| Queue | Queue view | Allowed | Allowed | Allowed | |||||||||
| Queue | Concierge view | Allowed | Allowed | ||||||||||
| Queue | Change queue | Allowed | Allowed | Allowed | |||||||||
| Settings | View Analytics | Allowed | Allowed | Allowed | Allowed | Allowed | |||||||
| Settings | View Staff Performance | Allowed | |||||||||||