Investor access (view only)

Give someone like an investor a view-only login: sales, profit and the checklists board for the outlets you pick, in the console and nowhere else.

Investor (view only) is a login for someone who needs to see how the business is doing and should not be able to change anything. An investor is the usual case.

What they see

They sign in to the console and get three pages:

• Sales: sales, sales by outlet and item sales.
• Profit: the overview, dishes, channels and time of day.
• Checklists: today’s board, with how far each checklist is.

Every page covers only the outlets you picked for them. The total they see is the total of those outlets, and the outlet switcher reads Your outlets.

What they do not see

• Any other page in the console: Today, the close ledger, purchases, the menu, users, outlets, payments, settings.
• Ingredient prices (what you pay suppliers).
• The tasks and photos inside a checklist.
• Any other app. POS, Captain, the kitchen screen, Procurement, Ops, Studio, Reserve and Loyalty all refuse them.

They cannot download a file, and there are no buttons that change anything.

What they are sent

The weekly and monthly sales summary, by email, for their outlets. Nothing else: no bell, no push alerts, no WhatsApp, no day close mail, no checklist mail.

Add an investor

1. Open Organisation → Users and choose Add user.
2. Enter their name and their email. An investor needs an email address, because the sales summary is sent there.
3. Set a PIN and read it out to them. They change it when they first sign in.
4. Switch on Investor (view only).
5. Tick the outlets they can view.
6. Choose Add user.

Change their outlets

Open the person on the Users page. Tick or untick outlets and save. The change applies the next time they open a page.

End their access

Deactivate them from the row’s menu on the Users page. They are signed out within a few seconds.

Good to know

• An investor cannot hold any other access. If you tick outlets and a role for the same person, the console says so and nothing is saved.
• Someone who already works in Maska cannot be switched to an investor from their access page. Ask us if you need that.