Give each person the access their job needs, from full head office access down to one kitchen.
You'll do this from: head office
- Click Organisation, then the Users tab.
- Click Add a user.
- Enter their name and email.
- Choose a Role:
- Admin: full access to the organisation, locations and groups, and can delete documents. Only the owner can make someone an admin.
- Manager: can access the organisation, but only the groups and locations you grant. Can deactivate documents, not delete them.
- User: can only access the locations and areas you grant. Users never see head office or product groups.
- Under Groups, tick the groups they work on. For example, a head chef for one brand only needs that brand's group.
- Under Locations & areas, untick All locations and tick the locations and areas they work in.
- Under Categories, tick what they can see, for example Food but not Beverage for a head chef.
- Click Add user.
The owner is the only person who can see Billing.