HelpCenter

Avanti - AMS Roles and Privileges
Updated

 

Overview

AMS has 4 levels of access that give a broad range of function to our customers. These levels of access are requested by the operator and assigned by Avanti Support. More than one role can be given to an AMS user.
The roles that are currently assigned to users in an org can be viewed through Admin > Organizations > select the org in question. Note in this screen Admin actually equals Operator.
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When an AMS user with operator level access logs into AMS they can manage AMS users that have access to their org through Admin > Users
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After clicking on an AMS user they can edit some of the details, disable the user and force them to change their password at next login. They are not able to adjust the roles of other AMS users.
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There are some additional roles that are less commonly given to AMS users to enable advanced functionality.
There is also an AMS Admin role that is not managed through the standard user accessible pages. The AMS Admin role has full access to all orgs.

 

AMS Common Roles

  • Operator
    • This level of access is generally held by individuals that manage the locations, products and market users for an operation. This could be an administrative person who works with AMS all day adjusting pricing and handling market user refund requests. It could also be held by the owner of the operation that rarely logs into AMS. In general this access level is assigned far too broadly.
  • Call Center
    • This role is designed for a customer service representative that only handles very basic requests and market user refunds. This role is rarely assigned.
  • Supervisor
    • This is very similar to the operator role but it is not able to create new products and categories.
  • Driver
    • This is the most commonly assigned access level that is given to the route drivers who stock and service market locations on a daily basis.

Area

Specific Function

Operator

Call Center

Supervisor

Driver

Location

Edit Location Summary

Y

 

Y

 

Location

View Location summary

Y

Y

Y

Y

Location

Create New Location

Y

 

Y

 

Location

Copy Location

Y

 

Y

 

Location

Deploy/undeploy kiosks

Y

 

Y

 

Location

Update Prices- Reboot command on Kiosk Summary

Y

Y

Y

Y

Product

Edit Product

Y

 

Y

 

Product

View Products

Y

Y

Y

Y

Product

Create new product / new no scan product

Y

 

 

 

Product

Add Category

Y

 

 

 

Product

Pick Location

Y

 

Y

 

Product

Placement

Y

 

Y

 

Product

Tax Catetory/ Taxes

Y

 

Y

 

Product

Deposit Category / Deposits

Y

 

Y

 

Product

Supplier List

Y

 

Y

 

Inventory

Restock List

Y

 

Y

Y

Inventory

Push Item

Y

 

Y

Y

Inventory

Adjustment

Y

 

Y

Y

Inventory

Print Inventory

Y

 

Y

Y

Reports

Account Profitability

Y

 

Y

 

Reports

Bad Scans

Y

Y

Y

Y

Reports

Bottle Deposits

Y

 

Y

 

Reports

Cash Flow

Y

 

Y

 

Reports

Credit Card Errors

Y

Y

Y

 

Reports

Guest Pass Coupons Redeemed

Y

Y

Y

 

Reports

Inventory Adjustment Summary

Y

 

Y

 

Reports

Inventory Analysis

Y

 

Y

 

Reports

Inventory Movement

Y

 

Y

 

Reports

Kiosk Cash

Y

 

Y

Y

Reports

Kiosk Cash Out

Y

 

Y

 

Reports

Location Level Products

Y

 

Y

 

Reports

Market User Float

Y

 

Y

 

Reports

Market Users

Y

Y

Y

 

Reports

Net Revenue

Y

 

Y

 

Reports

On-hand Inventory

Y

Y

Y

Y

Reports

Operator Fees

Y

 

Y

 

Reports

Product Analysis

Y

 

Y

 

Reports

Product Pricing by Location

Y

Y

Y

Y

Reports

Product Sales

Y

 

Y

 

Reports

Product Tax and Deposit

Y

 

Y

 

Reports

Recharge Coupons Redeemed

Y

Y

Y

 

Reports

 Sales Item by Location

Y

Y

Y

 

Reports

Sales Summary and Costs

Y

Y

Y

 

Reports

Taxes

Y

Y

Y

 

Reports

Unsold Products

Y

Y

Y

 

Market Users

Make changes to market users account

Y

Y

 

 

Coupons

Create templates/ etc

Y

 

Y

 

Commercial

Able to add commercials / playlists

Y

Y

Y

 

Admin

Change password

Y

Y

Y

Y

Admin

Update Profile

Y

 

 

 

Dashboard

Dashboard

Y

 

Y

 

Handheld

Quick Stale

Y

 

Y

Y

Handheld

Quick Restock

Y

 

Y

Y

Handheld

Physical Inventory

Y

 

Y

Y

Handheld

Inventory Adjust

Y

 

Y

Y

Handheld

Edit Product

Y

 

Y

 

Handheld

Not Inventoried

Y

 

Y

Y

Kiosk Admin

Cash Box Details

Y

 

Y

Y

Kiosk Admin

View Inventory

Y

 

Y

Y

Kiosk Admin

Quick Stale

Y

 

Y

Y

Kiosk Admin

Quick Restock

Y

 

Y

Y

Kiosk Admin

Not Inventoried

Y

 

Y

Y

Kiosk Admin

Desktop

Y

 

Y

Y

 

AMS Advanced Roles

  • Super User
    • Originally intended to provide extended functionality this role is currently in a terrible and basically non-working state
  • Datafeed
    • This role gives access to org level reports that can pull large fairly detailed record sets from AMS. Inventory Adjustment Details (org), On-Hand Inventory Details (org), Reload Details (org), Sales Details (org).
  • Vendor Report
    • This role is for a 3rd party usually a vendor that is producing fresh product for the operator. For example they can log in and see how many sandwiches were sold and base their current production off of that number.
  • Location Group User
    • Enables the cross org reporting function for Location Groups that have been added to the org.
  • Financial
    • Allows the user to load the business insights dashboard in the report center.  Can only be requests by the account manager for a particular organization.

 

AMS Admin Access

The AMS Admin role has full access to all orgs and most fields in the AMS web portal. This is the role used by Avanti Support to configure Locations, kiosks and AMS users on a daily basis. This role can also add additional AMS admins.

 

Promotions

The promotions module involves both sponsored and operator created promotions.   The below table details what permissions AMS Admins should have and what permissions operators should have. 

Area
Administrator
Operator
Create/Edit Sponsored Promotion Y N
Create/Edit Sponsored Product Group Y N
View All Sponsored Promotions Y N
View Sponsored Promotions that have been extended to Organization Y Y
View Sponsored Product Group Y N
Extend Sponsored Promotions Y N
Extend Sponsored Promotions to other locations in an organization Y Y
Create/Edit Promotion Y Y
Create/Edit Product Group Y Y