Overview
To kick off the onboarding process, Lunchbox will need access to the client's DoorDash, Uber Eats, and GrubHub. We also included instructions for Google, Yelp, and ezCater if you'd like to include those platforms. Once you've completed the instructions, the Lunchbox team will map the client's locations.
After completing the mapping, onboarding, and testing of the dashboard, Lunchbox will send a welcome email with the login credentials. They will also schedule a platform walk-through to guide the team in maximizing the dashboard's features.
Limitations
Skip the Dishes is not currently supported
The email that should be added for locations must be provided by the Lunchbox Implementation Project Manager. There is a limit of 30 stores per email, so the required email will change when the store limit is reached.
Setting Up DoorDash
Option 1: Grant "Business Group Admin" Access for DoorDash (Recommended)
Step 1: Go to your DoorDash Profile
Step 2: In the sidebar, Click Manage Users> Add Users
Step 3: Provide "Business Group Admin" access to Lunchbox by using the email that was supplied to you by your implementation project manager. Once this has been completed notify your IPM.
Step 4: This process doesn't need to be repeated for each store/virtual brand.
For onboarding "Doordash Drive" along with DoorDash- Please give us Unified access to the Doordash Dashboard.
OR
Option 2: Onboard Each Store (Virtual Brand) Individually, if you prefer not to give "Business Group Admin" access and only want to provide managerial access
(Please Note: You'll need to repeat this process for each virtual brand/store on DoorDash)
Step 1: Navigate to the "Manage Users" section.
Step 2: Click the "Add User" button and enter the information below.
First Name: Lunchbox
Last Name: Integrations
User Email: Use the email that was supplied to you by your implementation project manager. Once this has been completed notify your IPM.
Step 3: Click on "Store Manager," then select "Add Stores" at the bottom of the page.
Step 4: Select all stores where you want to give access to Lunchbox.
Step 5: Click the "Save" button to create the user.
Setting Up UberEats
Store Level Access
Step 1: Navigate to the "Users" section on your dashboard.
Step 2: Click the "Add User" button and enter the information below.
First Name: Lunchbox
Last Name: Integrations
User Email: Use the email that was supplied to you by your implementation project manager. Once this has been completed notify your IPM.
Select the appropriate stores and assign the "Manager" role for each one.
Step 3: For each store: Add user> Select store> apply> add user> Add *The same process is to be repeated for each store.
Step 4: Click the "Add" button to create the user. You're all set!
Setting Up Grubhub
Step 1: Navigate to the "Settings" menu in Grubhub and select "Permissions" to begin the process.
Step 2: Click the "Create User" button to set up a new user account for Lunchbox.
Step 3: Choose "Admin" access and fill out the necessary information:
First Name: Lunchbox
Last Name: Integrations
Email Address: Use the email that was supplied to you by your implementation project manager.
Password: Use the password that was supplied to you by your implementation project manager. Once this has been completed notify your IPM.
Step 4: Choose all the stores you'd like to onboard to Lunchbox.
Step 5: Click the "Save" button to complete the onboarding process. You're all set!
Setting Up EZCater Access
Step 1: Go to your Ezcater Profile
Step 2: Click Setting > Users & Permissions > Add new user.
Fill out the necessary information
Full Name: Lunchbox Integrations
Email: Use the email that was supplied to you by your implementation project manager.
Step 3: Choose all the stores you'd like to onboard to Lunchbox and click on the "Select" button.
Step 4: A screen, as shown below, appears once you have selected the stores. Press "Send Invitation" to add Lunchbox.
Setting Up Yelp Access
Step 1: Go to Account Settings
Step 2: Click User Management in the left navigation menu.
(Please note that if the user management access is not available, you will need to complete the form on our share access request page to invite a new user.)
Step 3: Click Invite a User
Step 4: Choose a Job Title for the user
Provide the new user's email address. Use the email that was supplied to you by your implementation project manager.
Step 5: This is where we will send their invitation to manage the page.
Step 6: Select the business location(s) for which you would like to grant access
Step 7: Click Send Invite
Setting Up Google Access
Step 1: Go to your Business Profile.
Step 2: Click Menu > Business Profile settings > People and access.
Step 3: Next Click People and access
Step 4: At the top left, click Add .
Step 5: Enter a name or email address.
Name - Lunchbox Integrations
Email - Use the email that was supplied to you by your implementation project manager.
Under "Access," choose Manager with all the access.
Step 6: Click Invite. You're all set!
Setting Up Quickbooks
There is an additional cost associated with linking QuickBooks to learn more reach out to [email protected]!
Step 1: Click on the Settings icon in the top right corner.
Step 2: Select Manage Users.
Step 3: Click on Add User.
Step 4: Enter the following details:
First Name: Lunchbox
Last Name: Integrations
Email Address: Use the email that was supplied to you by your implementation project manager.
Password: Use the password that was supplied to you by your implementation project manager. Once this has been completed notify your IPM.
Step 5: Under the Assign Roles section, select "Standard All Access".
Step 6: Click on Send Invite.