Please note: this function is only available to users with the "Manage Business" permission.
To add new users:
Desktop steps
Desktop steps
1. Click your name at the top right.
2. Click "Business Settings".
3. While in the Users tab, click the "Add User" button.
4. Enter the user's details and set the appropriate permissions. Name and email are required fields.
5. Click "Save" once you are done and the user will receive an email to finish the signup process.
Mobile steps
Mobile steps
1. Tap the Profile icon.
2. Tap "Settings".
3. Choose "Business Settings".
4. While in the Users page, tap "Add".
5. Enter the user's details and assign the appropriate permissions. Name and email are required fields.
6. Tap "Save" once you are done and the user will receive an email to finish the signup process.
To manage existing users:
Desktop steps
Desktop steps
1. Click your name at the top right.
2. Click "Business Settings".
3. Click the ellipsis (three dots) next to the user's name.
4. You can choose to edit the user's details, or delete the user.
5. Click "Edit" to modify a user's details, including permissions and roles. Note that once a user completes sign up, an admin cannot change their name, email, or phone number.
Mobile steps
Mobile steps
1. Tap the Profile icon.
2. Tap "Settings".
3. Choose "Business Settings".
4. Tap the ellipsis (three dots) next to the user's name.
5. You can choose to edit the user's details, or delete the user.
6. Tap "Edit" to modify a user's details, including permissions and roles. Note that once a user completes sign up, an admin cannot change their name, email, or phone number.
There are two primary permission types in opsi: View and Edit. Disabling Edit prevents modifications to that feature's data, while disabling View removes the feature entirely from the user's interface.
You can manually set these permissions for each user or choose from preset roles:
Team Member: Can view recipes, menus, task lists, team logs, and post in chat—but cannot make any edits.
Manager: Can view and edit recipes, menus, task lists, team logs, vendors, and inventory, and can create new chat groups.
Business Management: Includes all Manager permissions, plus the ability to edit business information, add new users, and manage roles.
Admin: Possesses all Business Management privileges, with additional control over billing management.
Remember to click "Save" when finished. This will send an email to new users to complete their signup. If the email isn’t received, users should check their spam folder, or you can resend the invite from the users list. Once a user completes signup, only they can edit their name, email, and phone number.