BashKPI
BashKPI
BashKPI Hub is where administrators run the account: who can sign in, what each role can do, which Locations exist, how data gets in, and what WrapUp and TickeTrack ask for. Each page below is a separate permission, so someone can manage Locations without seeing Billing.
Who can use this: anyone who can open at least one Hub page. Each summary block only appears if you can open the page it summarizes.
The front page is a set of short summaries, each linking to its page: Needs Attention, Team (how many people, how many roles), Locations (active, inactive and groups), Subscription, Data Pulls (the latest sync), Scheduled Reports, Alert Rules and Held Vendor Email. Recent Activity lists changes made in your account in the last 30 days, such as users, roles, Locations and setup, and only shows lines for areas you can open.
The menu on the left lists the Hub pages you can open, in three groups: Organization, WrapUp Setup and TickeTrack Setup.
Who can use this: people with Company access. Each of the four cards has its own <b>Can Edit</b> permission.
Fields marked with an asterisk are required. Save the card when you finish.
Who can use this: people with Locations access. <b>Identity</b>, <b>Location Details</b>, <b>Financial</b> and <b>Reporting Groups</b> each have their own Can Edit permission. Switching a Location on or off also needs the billing permission <b>Can Deactivate/Activate Locations</b>.
Choose a Location from the list on the left. New Locations from your point of sale appear on their own, and administrators are emailed when one is found. For each Location you can set:
Who can use this: people with Users access. <b>Can Add Users</b>, <b>Can Edit</b>, <b>Can Delete Users</b> and <b>Can Send Welcome Emails</b> are separate permissions. You can't give anyone more access than you have yourself, and the last Client Admin can't be removed.
Select a person to open them. Edit the details, Locations, Home Store or role. If one person needs something their role doesn't give, switch it on or off as an Exception for this person. Exceptions are for rare cases, so use a role when several people need the same thing. Select Remove user to take away their access.
Select Send welcome email, choose Bash or WrapUp (the email links straight to that app), tick the people, and select Send. The email has a link and no login details, because sign-in is Microsoft.
Who can use this: people with Roles access. You can only change what you are allowed to give.
Roles are columns, permissions are rows. Everything is off by default, so a new role can do nothing until you switch things on.
Bash, WrapUp, Organization (Hub pages) and TickeTrack.
Turn a page on, then choose which of its blocks show. A parent switched off turns its children off.
Blocks that save something have a separate Can Edit. Without it the block is read-only.
Type in Find a page or block, or select Expand all to see every row.
Roles stay in a fixed order from least to most senior (for example Associate, Manager, Director). Order sets who can manage whom; it doesn't pass permissions along. The Client Admin always has everything and isn't a column.
Who can use this: people with Billing access. <b>Payment Method</b>, <b>Invoices</b>, <b>Subscription</b> and the reactivate and Location on/off permissions are separate.
Who can use this: people with Integrations access. Pull Schedules, Manual Pull, GL Upload, Account Mapping, Third Party and Scheduling Source each have their own Can Edit.
Integrations has four tabs:
Who can use this: <b>Bash Reports</b> and <b>WrapUp Reports</b> need those report permissions, and <b>Alerts</b> needs Alert Rules. You see the tabs your role includes.
Select Instant report, choose the type, up to two periods, Locations and up to five recipients, then Send now.
WrapUp Reports work the same way, with one report: Completion % by Store. In Alerts, turn on the ones you want, add the email addresses to tell (separate several with commas), and choose how often: immediately or in a daily or weekly digest. The alerts are Pull Status, API Auth Expiry, App Outage, Microsoft Outage, New Location Found, New User Added and User Edited.
Who can use this: people whose role includes the matching setting under WrapUp: HACCP, Cleaning Schedule Settings or Journal. Each can be view-only or editable.
The Food Safety Log has a fixed checklist and a list of ingredient readings that you control. Select Add ingredient, enter its name, choose where it is kept (for example Walk-in Cooler or Prep Room), then choose the check: Temperature with a Min and Max in °F, Quality with a description shown behind an info icon, or both.
Choose a Brand. Its tasks show on a calendar, and you can switch between Month, Agenda and Tasks views. Use Add task to create one with a title, start date, station (or add a new station), AM or PM, how it repeats (never, daily, weekly, biweekly, monthly, quarterly or yearly) and the days of the week. When you change a repeating task you choose This task only or This and all future tasks. Import from another brand copies tasks across.
The Journal checklist works the same way, but each item is for AM, PM or both. These are the items the Logbook asks the team to tick.
Who can use this: people with the matching TickeTrack setup permission: Ticket categories, Ticket builder, Ticket vendors or Held vendor email. The four pages only appear if your organization uses TickeTrack.
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