Users

The Users Section within the dashboard is an essential tool for streamlining your business operations. Designed with flexibility and growth in mind, this feature empowers managers and owners to assign roles, organize responsibilities, and improve daily workflows. Whether you're a manager overseeing sales performance or an employee tasked with updating the menu, this section ensures everyone operates seamlessly within their designated roles.

Benefits of the Users Section

By utilizing the Users Section, you can take your business operation to the next level. Here’s how:

• Improved Efficiency – Assign specific roles to team members to ensure tasks are completed faster and more effectively. For instance, managers can focus on analytics and growth strategies, while employees handle daily requirements like orders and updates.

• Enhanced Organization – Avoid overlap or confusion between team roles. By defining each user’s access, you can ensure accountability and smooth communication.

• Accelerated Business Growth – Focus on high-priority initiatives while your team handles their responsibilities independently. This delegation fosters scalability and drives better performance.

• Customizable Roles – Tailor access based on your business's unique needs. For example, provide restricted access to employees who only need to update menus, while granting managers full control over sales and analysis.

The result? Simplified workflows, structured teams, and a streamlined operation tailored for success.

How to Add a New User

Follow these simple steps to add a new user to the team and assign them their specific role:

Step 1 – Login

Log into your system and head over to the Users Section, located under the Company View tab on your dashboard. 

Add  the name of your store or marketplace on the box

Step 2 – Create User

Once in the Users Section, select the ADD USER button to begin creating a new team member profile.

Step 3 – Fill in the Required Details

Complete the necessary fields to set up the new user. Here's what you'll need to provide:

• Username: This is the main user field, and it’s already pre-filled.

• First Name: Enter the first name of the new user.

• Last Name: Add the last name of the new user.

• Email: Provide the user's email address, which will be used for communication and login purposes.

• Password: This is pre-set from the main account and does not require input.

• Role: Select the user’s role (e.g., Manager, Employee) to define their access permissions.

• Store: Assign the user to a specific store if applicable.

Step 4 – Save

• Once all the details are entered, click the SAVE button. The new user will now appear in the list of registered team members.