xtraCHEF: Get Started With User Roles

Last updated: Feb 13, 2026, 2:03 PM

There are five user roles that can be granted to users. Read on to learn more about each of these roles, their access levels, and their characteristics.

In this Article:

 

Roles Overview

Want to invite your team to your xtraCHEF account? Tenant Administrators, also referred to as Tenant Admins, can add and manage users. Tenant Admin can also grant their users specific privileges within the account depending on staff members' position or need to access certain features.

There are five roles available in xtraCHEF: Tenant Administrator, Executive, Restaurant Manager, Restaurant User, and Invoice Capture.

 

User roles can be adjusted by Tenant Admins via these steps:

  1. Navigate to the gear icon > Users.
  2. Use the search bar to locate the individual in question.
  3. Select their pencil icon.
  4. Select the User Access tab.
  5. Mark the checkbox for the role a user should have and select +Update to save your changes. Users should only be assigned one role, as each role encompasses the privileges below it.
  6. If a user leaves your organization or no longer needs to be involved with xtraCHEF, revoke their access by deselecting any and all checkboxes in the User Access tab.


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Role Levels

Now that we've covered the basics, let's take a closer look at each role starting with Tenant Administrator.

 

Infographic depicting role levels from most to least access


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Tenant Administrator  

Tenant Administrators are often owners, supervising/regional managers, or others who need a high level of visibility, access, and control across all parts of xtraCHEF. 

There's no limit to how many Tenant Admins an account can have, but since Tenant Administrators have far-reaching and exclusive privileges, it's important to choose them carefully. 


There are certain actions in xtraCHEF that can only be taken by a Tenant Admin, including adding and editing locations, adding and managing users, adding and editing accounting integrations and data, account configuration, approvals, and more. ​Ideally, your Tenant Admin(s) should be an expert in your organization's processes, have a good working knowledge of xtraCHEF (or be willing to learn), and initially be in contact with your xtraCHEF Onboarding Consultant to keep things running smoothly.

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Executive

Executive is a read-only role in xtraCHEF. Team members who you grant this role can view everything in xtraCHEF, and have unfettered access to financial reports and other valuable data. However, Executives can't take any action. This is a role typically assigned to silent partners, investors, or team members who only need to view reporting. 

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Restaurant Manager 

Restaurant Manager is the most common role in xtraCHEF. Restaurant Managers are frequently general managers, executive chefs, or others who are deeply involved with some or all of your organization's locations. Restaurant Managers must be assigned to each individual location. 

For each of their assigned locations, Restaurant Managers can perform a number of tasks such as exporting data, creating orders, and managing xtraCHEF's Recipe feature.

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Restaurant User

Restaurant Users are generally shift leads or assistant managers who are involved in the day to day work of uploading invoices and taking inventory. Restaurant Users can accomplish a variety of front and back of house tasks in xtraCHEF but do not have permission to edit or make changes to their location's account. 

Restaurant Users must be added to each one of your locations - they will not be able to view data for locations they haven't been assigned. 

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Invoice Capture

Cooks, bartenders, and others who handle receipts/invoices but don't need to analyze data are ideal candidates for the Invoice Capture role. This role can easily upload invoices to xtraCHEF via mobile, desktop, or email.

Since people assigned the Invoice Capture role can't see any part of xtraCHEF beyond the upload interface, there's no risk of accidental changes or sensitive information leaks.

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Features by Role Breakdown

Need a more in depth breakdown of roles and the features they have access to? The chart below breaks out just this. Read on to learn the specifics of each role level.

 

ModulextraCHEF FeatureFeature DescriptionTenant AdministratorExecutiveRestaurant ManagerInvoice CaptureRestaurant User
DashboardUpload DocumentsUpload Documents from Dashboard
DashboardSearch InvoiceSearch Invoice from Dashboard
DashboardInvoicesInvoice Tile
InvoiceInvoice listingView Invoice listing (for Invoice Capture role, only self-loaded documents will be visible)
InvoiceInvoice UploadUploading of Invoice (single and batch)
InvoiceInvoice Location ChangeInvoice Location Change
InvoiceView InvoiceAbility to Edit Invoice Header Level Data
InvoiceView InvoiceAbility to Edit Invoice Line Level Data
InvoiceView InvoiceAbility to Edit Category Invoice amount Breakup
InvoiceView InvoiceAbility to Edit Credit line details
InvoiceRejectedReject invoice and enter reject review comments
InvoiceExport CSVAbility to export the invoice listing
Credit and Return Management              Credits and ReturnsCapture Credit Image through a camera
Credit and Return ManagementCredits and ReturnsUpload Credit Image
Credit and Return ManagementCredits and Returns"Apply Credit" switch against each credit line
Credit and Return ManagementCredits and ReturnsCapture Category wise Invoice Amount Breakup
Credit and Return ManagementCredits and ReturnsView credits in the credit tile on the dashboard
Location ManagementLocationsAdd/Modify/View Locations
User ManagementUsersAdd/Modify/View Users
User ManagementUsersReset password for users
GL Code ManagementGL CodesAdd/Modify/View GL Codes
GL Code ManagementGL CodesEnable/Disable GL Codes
Category ManagementCustom CategoriesAdd/ Modify/ View Custom Categories
Category ManagementCustom CategoriesEnable/Disable Custom Categories
COGS ManagementCOGS GroupsAdd/Modify/View COGS Groups
ConfigurationsTenant ConfigurationSetup Invoice threshold, Start day of the week, Allow credit entry
Budget ManagementBudgetCreate and monitor declining budgets
Inventory ManagementMap InventoryAssign categories to inventory items
Exception ManagementExceptionsView and clear the exceptions
Approval ManagementApprovalView and approve invoices
Approval ManagementApproval RuleDefine Approval rules and enable /disable them
Cost Center ManagementCost CenterCreate cost centers/groups
Item Library ManagementProduct VerificationReview invoice items and approve
Item Library ManagementManage CatalogAbility to manage invoice items catalog of their own purchase
Search ManagementInvoice SearchComprehensive search for Invoice properties
ReconciliationReconciliationReconcile invoices uploaded
Vendor HubVendor ManagementView/Edit vendor details
Vendor HubPayment TermsAssign payment terms to a vendor
Vendor ManagementPayment TermsAdd/Edit payment terms
Receipt ManagementPayment MethodsDefine payment methods for assigning to receipts
Extract MonitorExport ManagementExtract Monitor to view export files
Price TrackerAnalyticsAccess Purchase Price Tracker
7 DAY ChangeAnalyticsAccess 7 day Change metric
COGSAnalyticsAccess 7 day COGS metric
AnalyticsReconciliationView invoice reconciliation report
AnalyticsSpending by GLView/Filter spending distributed across GLs
AnalyticsCategory WeeklyView category wide spending weekly
AnalyticsFood Cost WeeklyView Food Cost by COGS weekly
AnalyticsVolumeView invoice volume across locations
AnalyticsSpending by CategoryView/Filter spending distributed across categories and locations
AnalyticsSpending by VendorView/Filter spending distributed across vendors and locations
AnalyticsUnit ComparisonView comparison of food cost per unit between two locations
ReportsPurchase HistoryCreate Purchase groups
ReportsPurchase HistoryView report by unit cost
ReportsPurchase HistoryView report by price fluctuation
ReportsFood Cost RatioView/download report on Food Cost Ratio
ReportsInvoice Summary by GLView/Download invoice summary by GL
ReportsSpend Summary by GLView/Download report for spending distributed across GLs and locations
ReportsGL Distribution ReportView /Download report for GL distribution for invoice
ReportsGL Summary ReportGL Summary across locations
ReportsContracted Price Variance ReportPrice variance report based on the contracted price for invoice items
ReportsTop 100 Product Purchase ReportList the top 100 invoice items purchased
ReportsOperation ReportsAll Operation Reports
ReportsAdministrative ReportsUsage Report
OrderOutbound OrderRecent Orders List
OrderOrderOrder History
OrderOrderCreate Order
OrderOrderAdd to Cart
OrderOrderCheck Out
Order GuideBid sheetUpload Bid Sheet
Order GuideCreateCreate Order Guide
Order GuideEditEdit Order Guide
Order GuideOrder GuideSchedule
Order GuideOrder GuideDownload
Order HistoryOrder HistoryExport
StatementsUploadUpload Statements
RecipeRecipe MenuAccess to Recipe Module
RecipeMenusShows Menu
RecipeRecipeShows Recipes
RecipePrep RecipeShows Prep Recipe
RecipeVariance AnalysisVariance Analysis
RecipeProduct Mix ReportProduct Mix Report
RecipeProduct Mapping ReportProduct Mapping Report
RecipeConfigurationsConfigurations
InventoryInventory CountsCounting the inventory
InventoryCount ListsCreating count lists
InventoryArea Set upCreate the Areas where they will track their inventory
InventoryManage Wastetracks the waste produced by unprocessed inventory
InventoryAnalyticsActual Vs Theoretical analysis/depleting inventory
InventoryReportsReports Inventory by GL/Inventory summary/Variance
Sync MonitorSync MonitorShows the monthly calendar with information about the sales entered
Operating SummaryOperating SummaryProvides a real-time snapshot of financial health by calculating Gross and Net Profits