Please note: this function is only available to users with the "Manage Business" permission.
To manage users:
Desktop steps
Desktop steps
1. Click your name at the top right
2. Click "Business Settings"
3. While in the "Users" tab, click "Edit"
4. Click "Add User"
5. Enter the User's details
6. Click the lock icon to drop down permission settings
7. Choose the proper permissions for that user, then click "Save"
Mobile steps
Mobile steps
1. Tap the My Profile icon
2. Tap "Settings"
3. Tap "Business Settings"
4. While in the Users page, tap "Edit"
5. Tap "Add New"
6. Enter the User's details, including choosing their permission settings, then tap "Save" once completed
There are primarily two types of permissions, view and edit. Unchecking edit permissions will disallow the user from modifying data for that feature. Unchecking view permissions will completely remove that feature from appearing to that user.
Team Member: Ability to view recipes, task lists, and post in that chat. No editing capabilities.
Manager: Ability to view and edit task lists, recipes, and products.
Business Management: All permissions of a Manager plus the ability to edit business information including adding new users and managing roles.
Admin: All permissions of a Business Manager plus the ability to manage billing.
Be sure to click save when completed. This will send an email to the new users to complete their signup process. If they don’t receive the email, have them first check spam, or you can resend the invite from the users list. Once a user has finished signing up you can no longer edit their name, email and phone number, only the user can do so.