Roles

Creating different roles for your employees can help you manage your team more efficiently. Employee permissions, pay rates, and settings are typically determined based on their assigned roles, rather than being customized individually.

You must create your first role on the Dripos Web Dashboard in order to create your first employee.

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Creating Roles

1. Log on to the Web Dashboard. Once signed in, select Team > My Team:

2. Click the Create button in the top right corner > select Role:

3. This will prompt a pop-up to appear where you will need to fill in the following information:

Role Name: Here, input what you would like the role to be called. Examples of this include ‘Barista’, ‘Cashier’, ‘Manager’, etc.

Color: Here, click on the box and select the color you would like the role’s shifts to appear in on the scheduler:

Tips Disabled: If this is set to no, then employees working shifts under this role will be included in the tipping pool:

Notification of Trade and Time Off Requests: Select from the dropdown if you want employees attached to this role to be notified of trade time off requests via text, email, or both. You can also select no if you do not want them to be notified:

Notify of Late Clock Ins: Select from the dropdown if you want employees attached to this role to be notified when employees clock in after your designated late clock in threshold via text, email, or both. You can also select no if you do not want them to be notified.

4. Once you’ve filled out these fields, click Next:

5. You will then be redirected to the permissions page for the role, where you can dictate what features and functions that employees attached to the role will be able to access. To enable a given area, click Edit > turn the toggles next to the specific permissions you want to grant to employees attached to the role on > click Save:

6. Once you have selected your desired permissions, if any, click Next:

7. On the next page, you have the option to set up a pay rate for the role. To set up a pay rate, click + Add Pay Rate:

8. This will prompt a pop-up to appear where you will need to fill in the following information:

Rate Name: Here, input what you would like the rate to be named. Examples for this include ‘Senior Barista Rate’ and ‘Manager Rate’.

Rate Type: Select from the dropdown if you would like the rate to be Hourly or a Time Range.

Pay Amount: Input the pay amount for the rate.

9. Once you have filled in the required fields, click Save:

10. You will then be redirected back to the pay rates screen. Click Next to proceed:

11. Review all the role information you inputted. You can make modificiations by going back to a given section or by clicking on the Edit Information buttons:

12. Once everything is good to go, click Submit at the bottom right of the page.

Your newly created role will now be displayed on the Web Dashboard under Team > My Team > Roles.

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Deleting Roles

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Roles tab on the far right:

2. Locate the specific role you want to delete > click Edit:

3. Once on the role’s information page, click the Actions button in the top right > click Delete Role:

4. You will then be required to select a Replacement Role from the dropdown. All employees under the role you’re deleting will be transferred to this replacement role:

5. Once you have made your selection, click Save:

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Editing Roles

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Modify Roles

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > click on the Roles tab on the far right:

2. Locate the specific role you wish to modify > click Edit:

3. Once on the role’s information page, click the Edit Information button in top right:

4. This will prompt a pop-up to appear where you can modify the role’s Name, Scheduling Color, Tips Disabled Setting, and notification settings for Trade and Time Off Requests, Late Clock Ins, and Up for Grab Shifts:

5. Once you have finished making your desired modifications, click Save:

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Changing Default Role Pay Rates

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Roles tab on the far right:

2. Locate the specific role you want to modify the pay rate for > click Edit:

3. Click on the Pay Rates tab at the bottom of the page:

4. To add a new pay rate to the role, click on the Add Pay Rate button:

5. This will prompt a pop-up to appear where you can modify the Rate Name, Rate Type, and Pay Amount:

6. Once you have finished filling in the required fields, click Save:

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Remove Pay Rates from Roles

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Roles tab on the far right:

2. Locate the specific role you want to delete a pay rate from > click Edit:

3. Click on the Pay Rates tab at the bottom of the page:

4. Locate the pay rate you wish to delete > click on the Edit button to its right:

5. This will prompt a pop-up to appear. To successfully delete the pay rate, click Delete and select Confirm on the pop-up:

You are able to easily add and remove employees from any of your shop’s roles through the Dripos Web Dashboard.

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Attaching Employees to Roles

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Roles tab on the far right:

2. Locate the specific role you want to attach employees to > click Edit:

3. Click on the Active Employees tab at the bottom of an individual role’s page:

4. Select Add Employees to add an employee to the role:

5. This will prompt a pop-up to appear where you will need to select the employee you’d like to add to the role from the dropdown:

6. Once you have selected all your desired employees, click Save.

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Removing Employees from Roles

1. Log on to the Web Dashboard. Once signed in, select Team > My Team > select the Employees tab on the far right:

2. Locate the specific employee you wish to remove from a role > click View:

3. Once on the employee’s information page, click on the Roles tab > click Edit next to the specific role you wish to remove the employee from:

4. This will prompt a pop-up to appear. Click Remove to successfully remove the employee from that role: