Example

Settings

Setup & Permissions

Set up the equipment, products/items, temperature rules, staff processes and role access used by the manager and staff forms.

What Gets Set Up Here

Manager setup hub

1. Equipment & Items

2. Temperature Rules

3. Processes Staff Will See

4. Who Can Access What

RoleWhat they seeSetup accessIncluded from
StaffFill assigned forms onlyNo setup accessStandard+
SupervisorReview shift submissionsCan chase missing tasksStandard+
ManagerManage branch equipment, processes, documents and rulesCan approve submissions and corrective actionsStandard+
Area ManagerManage multiple branches and regional dashboardsCan edit branch rules and escalationsProfessional+
DirectorOrganisation reporting and controlsCan approve policy/rule changesProfessional+
CEOExecutive overview and risk reportingRead-only reporting and performance viewProfessional+

5. Billing

Billing itemCurrent valueDetailsStatus
Current PlanProfessional£149/month per locationActive
Locations1SheffieldIncluded
UsersUnlimitedStaff and managers includedNo user fees
Renewal7 Jul 2026Next billing dateScheduled