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Create or edit your users

You can add new users or edit existing ones.

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Written by Fabio Fois
Updated over 2 months ago

Use individual users to assign specific access levels, improve security, and maintain accountability. Each user can have their own login, which lets you track who makes changes in the diary and when. This helps you manage your team more effectively and ensures transparency across your bookings. Shared logins can compromise security and make it difficult to trace activity, so we recommend creating separate users for each team member.

⚠️ Warning: Each user must have a unique email address, emails cannot be reused across accounts. The username must be a real accessible email inbox. After creating a new user, allow up to 5 minutes before they attempt to log in.

Create your user

Follow the steps below to create your new user:

  1. Click Settings, User Management, then Users.

  2. Complete the following fields:

    • Name and surname: This will help you recognise the user.

    • Email Address: Ensure this is unique.

    • Cell phone: This is not mandatory.

  3. Select a Group level from the below:

    • Read only: Can view the diary without making changes.

    • General user: Can manage bookings, but cannot break rules.

    • Supervisor: Can manage bookings and break rules for the day.

    • Manager: Have full control and access in the diary.

  4. Under access to restaurant enable which diary they can access.

  5. Click Save.


Edit your user details

You can update a user's information at any time, including their name, email address, and access level. This allows you to manage who can view, edit, or administer different parts of your diary. Adjusting group levels helps ensure each team member has the right level of access based on their role.

Edit your user permissions

Follow the steps below to update your user permissions:

  1. Click Settings, User Management, then Users.

  2. Click Setup to update their user privileges.

  3. Enable or disable the permissions you want to give them from the below:

    • Administrator Privileges: Booking management functionalities.

    • Menu Items: Access to specific settings.

  4. Click Save.

Edit your user details

Follow the steps below to update your user details:

  1. Click Settings, User Management, then Users.

  2. Click the Edit icon next to your user.

  3. Update your user details from the following:

    • Name and Surname: This will help you recognise the user.

    • Email Address: Ensure this is unique.

    • Cell Phone: This is not mandatory.

  4. Update your user Group level from the below:

    • Read only: Can view the diary without making changes.

    • General user: Can manage bookings, but cannot break rules.

    • Supervisor: Can manage bookings and break rules for the day.

    • Manager: Have full control and access in the diary.

  5. Update your user diary access from the list below access to restaurant.

  6. Click Save.

πŸ“Œ Note: To apply the changes ensure your user logs out and back into the system.


Delete your user

You can delete users from your diary when they are no longer needed. This helps keep your user list clean and ensures only active team members have access. Removing unused accounts also improves security and reduces the risk of unauthorised access. Follow the steps below to remove your user:

  1. Click Settings, User Management, then Users.

  2. Click the Delete icon to cancel your user.

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