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. Clicking "Edit" will bring you to a view to edit the details of that user, including permissions and roles. A user's name, email and phone number cannot be modified by an admin after they complete the sign up process.
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. Tapping "Edit" will bring you to a view to edit the details of that user, including permissions and roles. A user's name, email and phone number cannot be modified by an admin after they complete the sign up process.
There are two primary types of permissions: View and Edit. Unchecking Edit permissions will prevent users from modifying data for that feature. Unchecking View permissions will completely remove that feature from the user’s view.
You can either manually choose these permissions to apply to a user, or choose from the following permission presets:
Team Member: Can view recipes, task lists, and post in chat but cannot make any edits.
Manager: Can view and edit task lists, recipes, and products.
Business Management: Has all Manager permissions, plus the ability to edit business information, add new users, and manage roles.
Admin: Includes all Business Management permissions, with additional control over billing management.
Be sure to click "Save" when finished. This action will send an email to new users for completing 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 the signup, their name, email, and phone number can only be edited by the user.