Users

Description

Users with the Org. Administrator role can manage users within their own organization through the Users module (user management).

The user management provides the following functionality:

• Manage users of your own organization (add, edit, and delete)
• Change user access levels (roles)
• Assign existing restaurants to users

Availability

Subscription

Basic

Scope

All markets

Limitations

Only for users in the Org. Administrator role

Add New User

To add a new user, please follow these steps:

• Click the Add User button.

• Fill in all required fields. These include:

  • Username/Email Address: Enter the email address of the new user.
  • First Name: Enter the user’s first name.
  • Last Name: Enter the user’s last name.
  • Password: Create a secure password for the new user and confirm it.

• Define the Access Level (role) of the user. Select the appropriate role from the list to set the user’s permissions.

• Assign the desired Restaurants to the user. Mark the restaurants that the user should have access to.

• After entering all information and making the appropriate settings, click Submit Changes to create the new user.

If the user is assigned the User role, you can additionally determine whether the user should have access to the Payroll module. This is done during the addition under settings by clicking Is Payroll User.

The new user is now created and can log in with their credentials.

Edit and Delete Users

In the Actions column, you have the option to manage individual users. To edit a user, click the pencil icon. To delete a user, use the trash can icon.

Find and Filter Users

To find specific users, use the search fields. Enter the name or other relevant information of the user you are looking for.

To filter the list of users by their access level, use the dropdown menu. Select the desired role (access level) to display only users with that specific permission.

Actions for Selected Users

After finding or filtering the desired users, you can perform the following actions via the selection:

• Delete selected users: Permanently remove the marked users.
• Disable MFA: Disable multi-factor authentication for the selected users.

These functions allow you to efficiently manage your user base.