Setup and permissions

Julia Le Updated by Julia Le

DISH POS BI Basis vs. DISH POS BI Basis+: By default, DISH POS BI gives you access to a number of dashboards that display basic reports. DISH POS BI Basis + gives you more depth of data than you get from DISH POS Bricks.

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Steps

You're almost ready to start using DISH POS BI! As DISH POS BI provides insight to more data than the DISH POS back office it is necessary to first give user groups access to DISH POS BI. This way you can make sure your data is only accessible to those whom it is meant for!

The correct setting of roles and rights (also called 'permissions') is done via the DISH POS back office:

  1. Log in via www.booqcloud.com. Fill in your email address and password and click "log in". You are now in the DISH POS Back office
  2. Under "General" in the main menu you will find the category "User groups". Here you will find the user groups you have set up for your business. Click the "pencil icon", to the left of the user group, expand the submenu "financial" by clicking on the arrow to the left of it
  3. Click the "all" box under DISH POS BI. This gives all employees linked to this user group access to DISH POS BI. Click "Save". When you refresh the DISH POS back office you will find the button "DISH POS BI" under the heading "Finances" in the main menu. By clicking on this button, DISH POS BI opens in a new screen

You are now ready to enjoy the benefits of DISH POS BI!

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