Click "Add Users" to create, edit, and delete ID's for your staff.
Complete the 6 sections required for each user.
User Information: Add the name, email, and temporary password.
Role: If you select "Manager," you’re creating an another administrator ID, so use this one sparingly. For all other roles you may adjust specific accesses, including if you would like the user to see pricing and/or create lists.
Permissions: You decide whether or not the staff members can order without approval. Options include to require approval never, or always, or based upon a certain dollar amount. Order requests will be sent to the designated approver's queue.
Assign Lists: You may assign either all OR individual shopping lists.
Assign Account Numbers: If your business has multiple accounts, you have the flexibility to assign them individually.