Create Site
→
To create a new site:
From the upper-right of the Sites homepage, select Create Site.
From the left menu pane, select a page and define the respective settings.
The following introduces the pages of the New Site editor.
Page
Description
Define site details, location details, site aliases, and tax identifiers.
Add and configure service subscriptions for the site.
If applicable, set values for company-defined custom fields. For more information, see Create Custom Fields for Sites.
Customize existing company roles for the site.
Contacts
View individuals identified as contacts for the company.
Use the Contacts editor to add and manage personal contacts.
General
From the General page of the Sites editor, define site details, location details, site aliases, and tax identifiers.
From the Site Details section, define the following:
Setting
Description
Name
Site name
Site ID
Identification code for the site
Environment
Select the environment type:
Production - Live site where guests are served
QATest - Where software is tested before released to a lab
Site-Lab - Where lab testing is performed
Training - Used to train staff
Business Type
Select the option that best describes the type of business environment at the site:
QSR - Quick Service Restaurant
Retail - Retail Store
TSR - Table Service Restaurant
The following business types are available with an enabled Venue Inventory (VI) subscription:
Suite Pantry - Site where Suite Catering products are stored.
Vending Commissary - Site where hawkers load and reload salable products.
Primary Warehouse - Primary Site where products are stored before export or distribution.
More than one (1) site may be identified.
Warehouse - Site where products are stored before export or distribution.
Use EDM settings to update DM
Toggle Yes if Data Management is used to update system configuration.
Website
URL for the website of the site
Email
Email address of the site
Support Phone Number
Phone number for technical support
Select the preferred value:
Use Company Settings - Use phone number from company profile. See Setup Company Profile.
Custom - Type the phone number in the provided field.
Preferred Language
Select the preferred language for the application UI.
Skip the Site Hierarchies section. After the site is created, you can add the site to Site Hierarchies.
From the Location section, define the following:
Setting
Description
Country
Select the country where the site is located.
Address
In the provided fields, type the street address for the site.
City
In the provided field, type the city name.
State/Province/Region
Select the state/province/region.
Zip/Postal Code
In the provided field, type the Zip/Postal Code.
Phone Number
In the provided field, type the phone number.
Time Zone
Select the time zone where the site is located.
From the Aliases section, add an alias key for the site (if necessary). Add a maximum of twenty (20) aliases.
Setting
Description
+Add New Alias
To add an alias key:
Select +Add New Alias.
In the Key field, type the alias key.
In the Value field, type the key value.
Select Create.
From the Identifiers section, specify tax identifiers. Tax identifiers are printed on guest receipts to comply with tax legislation for the country or province.
Field
Description
Federal Tax
Site identifier for Federal Tax.
For example, the registration number for GST/HST levied by Canada Revenue Agency.
If the mandatory does not have the GST registration number, type 000000000RT0000
State/Province Tax
Site identifier for State/Province Tax.
For example, the registration number for QST levied by Revenue Quebec.
If the mandatory does not have QST Registration Number, type 0000000000TQ0000
Important
WEB-SRM Users
Coordinate tax identifier changes with Revenue Quebec. Any tax identifier changes made in Genius Portal not confirmed by Revenue Quebec will result in disruption of operations.
Set Values for Custom Fields
→
For information about creating custom fields, see Create Custom Fields for Sites.
To access custom fields:
From the Genius Portal menu on the left, select Sites.
From the Sites editor, either: select a site from the list or select Create Site.
For information about site creation, see Create Site.
From the Site menu on the left, select Custom Fields.
In Custom Fields, set values for the provided fields:
Field Type
Action
Text field
Use the keyboard to type a value in the text field—maximum characters: 1024
Toggle
Use the toggle to activate/deactivate option
Dropdown
Use the dropdown to select an option
Services
→ → →
To add a service:
From the upper-right of the Services screen, select Add Service.
From the Add Services window, select the service subscriptions.
From the lower-right of the Add Services window, select Add Services.
Services that require configuration are highlighted in yellow on the Services list. To configure service subscriptions:
On the row of the service, select the 3-dot menu.
From the dropdown, select Edit.
Complete the configuration form for the service.
From the lower-right of the configuration form, select Done.
Role Overrides
To customize company roles for a site:
From the upper-right of the Role Overrides page, select Add Role Override.
From the Choose Role to Override window, select the role to customize.
From the lower-right of the window, select Continue.
In the Role Override Description field, type a description of the customized role.
From the menu pane on the left, select POS to view the POS role permissions.
Next to each permission category on the POS Overrides page are two numbers in parentheses.
The first number is the number of permissions that are currently enabled.
The second number is the total number of permissions that exist in that category.
Drill down/expand a category to view the subcategories and the individual permissions in that category (where applicable).
A description of each subcategory and individual permission is displayed in the Description column.
To enable a permission, toggle Allowed to Yes.
From the upper-right of the Role Overrides page, select Done.
Notes about Role Permissions
Next to a category name, toggle Allowed to Yes to enable ALL permissions in that category.
From the upper-right of the screen, select the 3-dot menu to access the following actions:
Expand All - Expand all listed permission sections.
Collapse All - Collapse all listed permission sections.
Enable All Permissions - Enable all listed permissions.
Disable All - Disable all listed permissions.
Enable View Only Access - Set all listed permissions to "View Only".
Set All to Role Default - Set all permissions to the default value for the role.
From the upper-right of the screen, select Undo Last to undo the last operation.