Overview
To add new locations to Resto iQ, users must proceed to the "Client onboarding" module. The steps below will serve as guide and reference.
Important: Locations are assigned to brands, and roles are assigned to the users. Once assigned, the roles must have permissions to the brands and its corresponding locations.
Steps
1. Navigate and login to Resto iQ https://app.restoiq.com/login
2. Click "Client onboarding".
3. Select Setup organization
4. Click "Skip this step"
5. Provide the necessary information.
6. Link the location to an existing brand.
7. Enter the POS timeout. This is the duration time the platform will determine when the platform logs-out idle accounts/web browsers.
8. Select next to complete.
9. You have successfully created a new location in Resto iQ. Users will see the new location immediately. In this example, we can see "BF Homes PQUE". From here, users may already perform other tasks as the location has been created.
Assigning roles to the new location
To add existing roles to the new location, just proceed to Purchasing > Access Management. Locate the role from the list and select the Elpsis button (three-vertical icon) on the right side under "ACTIONS" and click "Assign".
Important: Locations are assigned to brands, and roles are assigned to the users. Once assigned, the roles must have permissions to the brands and its corresponding locations.
Users must check if the role (which are assigned to users) have access to the brands and its corresponding locations.