Introduction


Roles are used to give employees permissions to complete tasks in the FoodSafe.io™ app.


There are four (4) pre-defined roles that are established when the app is installed.  The following table shows these roles and the functions and tasks for which they are assigned.


Function/TaskEmployee RoleManager RoleFoodSafety RoleDFSReport Role
Edit checklist definitions
X


Edit configuration information
X


Add/Edit employees
X


Perform manual checklist
X


Perform food safety checklist

X

View cold storage dataX



Receive text alerts

X

Add/Edit RolesX



View reportsX



Receive report PDF via email


X
Approve reports


X


Roles and permissions can be changed if needed to meet specific requirements. 


For more information on managing permissions, see this article.


 There are two ways to manage roles:


  1. Using the web interface - this is a convenient method that allows you to manage roles for all locations using a simple web interface.  You must refresh the tablet after you make changes in the web interface to pull the changes into the tablet.  See "Offline Operation" for more information.
  2. Using the FoodSafe.io™ app - this allows you to manage roles for the configured location


The following video demonstrates how to manage roles using both methods.


Video