Roles & permissions
Every user has one of three roles. Each role comes with a default set of permissions. Managers and Owners can adjust both roles and individual permissions for anyone below them.
#The three roles
| Role | Typical user | Default access |
|---|---|---|
| Owner | The business owner or a co-founder. | Full access to everything, including billing and role management. |
| Manager | A shift manager, head of house, or operations lead. | Day-to-day operations plus analytics, customer management, team invites, and most settings. Billing is Owner-only. |
| Staff | A front-of-house member, host, or cashier. | Read-only access to the main pages, plus the ability to handle escalations. |
#Default permission matrix
Every permission Aloo has, grouped by area. Green ticks show who gets it by default.
Navigation & page access
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| View the Home (Dashboard) page | |||
| View the Orders page | |||
| View the Calls page | |||
| View the Reservations page | |||
| View the Support page | |||
| View the Menu (read-only) | |||
| View the Customers list |
Escalations
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| Join, take over, and resolve escalated calls |
Menu management
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| Add, edit, and remove menu items | — | ||
| Create, rename, reorder, and delete categories | — | ||
| Manage shared modifiers | — | ||
| Configure combos, discounts, and customer codes | — | ||
| Toggle item availability | — | ||
| Publish menu changes to the agent | — |
Customers
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| Edit customer records, tags, and notes | — | ||
| Export the customer list | — |
Analytics & activity
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| View the Analytics page | — | ||
| Create and edit widgets, configure filters | — | ||
| Export analytics data as CSV | — | ||
| View the Activity audit trail | — |
Settings
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| Open the Settings page | — | ||
| Edit business-level restaurant settings | — | — | |
| Edit Agent settings (voice, greetings, brand tone) | — | ||
| Edit branch or location profile settings | — | ||
| Configure upsell strategies | — | ||
| Edit Orders & Delivery settings | — | ||
| Edit reservation rules and table inventory | — |
Team
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| See the team list | — | ||
| Invite, edit, and remove team members | — | ||
| Change a member's role (for roles below yours) | — |
Billing
| Permission | Owner | Manager | Staff |
|---|---|---|---|
| See the Billing page | — | — | |
| Change plan, payment method, or cancel subscription | — | — |
#Who can change roles and permissions
Managers and Owners can adjust what people below them can do. Two simple rules govern every change:
- You can only edit roles below your own. Owners can change Managers and Staff. Managers can change Staff. Staff can't change anyone.
- You can only grant permissions you yourself have. A Manager without billing access can't give it to someone else.
You cannot demote or remove the Owner, and you can’t edit your own role. This prevents accidental lockouts and keeps someone in charge at all times.
#Where to make these changes
Role changes and permission tweaks are on the Team page. Open a user, pick a new role, or edit individual permissions. Changes apply straight away.