Nory is moving from individual permissions to custom roles. You set up access once on a role, then give each person a role at every location they need access to.
Your admin completes the setup. Your staff don't need to do anything.
How it works
There are three stages. Your existing permissions stay in place until the last one, so nothing changes for your team while you set up.
Prepare: we switch on setup for your brand, with starter roles ready to use.
Set up: you build and assign roles at your own pace.
Switch over: when you're ready, contact your Customer Success Manager and we'll switch you over.
Step-by-step setup
Admins will see a Set up your team's new permissions banner in Nory. Click Set up new permissions to start.
Step 1: Set up your roles
Your brand starts with starter roles such as Area Manager, Location Manager and Supervisor. Match each of your existing Admin, Location Manager and Supervisor profiles to its nearest role. Then rename, edit, delete or create your own.
Important: wages, payroll, tips, employee documents and exporting employee data are off by default in every starter role except Admin. Add them to any role that needs them.
Step 2: Assign your people
Select people, then choose their role and the locations it applies to. Someone can be a Location Manager at one site and a Supervisor at another. Filter by location, department or position to assign in bulk.
Step 3: Check gained or lost access
Before you save, Nory shows how many permissions each person gains or loses compared with their existing permissions. This flags anyone who had extra permissions switched on individually, so you can give them a different role, a role of their own, or an individual override. Nothing changes until you save.
Step 4: Check everyone has a role
The Review screen shows how many people still need a role at each location. Click View people to assign them.
We recommend giving all staff who use Nory at least the Employee role, so everyone's access is set up correctly.
Step 5: Switch over
Once everyone has a role and you're happy, email your Customer Success Manager and we'll switch you over.
Checking an individual
You can check or edit anyone's access on their employee page, under the Permissions (New) tab. These permissions only take effect once you've switched over.
Limiting permissions by department or position
You can limit sensitive permissions, such as seeing wages or approving holidays, to people in specific departments or positions. This works whether or not your locations use reporting lines.
On any of the 17 permissions that can be limited, choose Selected departments or Selected positions. For example:
Role | Permission | Limited to |
Head Chef | See wages | Kitchen |
FOH Manager | Approve holidays | Front of House |
Area Manager | Edit permissions | Their own departments |
How it works:
It works on roles and on individual overrides. The overrides table shows exactly what's covered, e.g. "Selected departments: Kitchen, Bar".
A position is chosen together with its department, since "Supervisor" can be Front of House at one site and Kitchen at another.
It counts all of an employee's active jobs, not just their main one.
Good to know:
If you rename a department, update any roles that use it.
People in the same department can still see each other, e.g. two General Managers both in "Management".
Timecard approvals and employee export only check that someone has the permission. They aren't limited by department or position.
Set this up in Settings > Roles & permissions.
After you switch over
Staff: nothing will change if their custom role permissions match their existing permissions.
Admins and managers: some things that came with the Admin, Location Manager and Supervisor roles are now separate permissions, e.g. editing opening hours, clock-in kiosk access and viewing Insights.
Changed access: any more or less access you've chosen takes effect at switch-over.
FAQs
Will anyone lose access? Only if you choose that. You'll see every difference before switch-over. Check wages access, as it's off by default.
How long does it take? It's up to you. Smaller teams using the starter roles can finish in minutes.
Can we go back? Yes, via your Customer Success Manager. Changes made after switch-over won't carry back.
Is there a deadline? Not yet. If one is set, we'll give plenty of notice.
Need help?
Contact your Customer Success Manager.