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.

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.

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.

Step 1: Navigate to the "Users" section on your dashboard.

Step 2: Click the "Add User" button and enter the information below.

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!

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:

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!

Step 1: Go to your Ezcater Profile

Step 2: Click Setting > Users & Permissions > Add new user.

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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.

Step 1: Go to Account Settings

Step 2: Click User Management in the left navigation menu.

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

https://support.google.com/business?p=manage_business&sjid=9201496592443091209-EU

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.

Step 6: Click Invite. You're all set!

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:

Step 5: Under the Assign Roles section, select "Standard All Access".

Step 6: Click on Send Invite.

There is an additional cost associated with linking Restaurant 365 to learn more reach out to [email protected]!

Step 1: Go to Administration

Step 2: Go to Users

Step 3: Click Add User

Step 4: Enter Full Name - Lunchbox Chainname (example: Lunchbox Sarahssweets)

Step 5: Username - LUNCHBOX_CHAIN NAME (example: LUNCHBOX_SARAHSSWEETS)

Step 6: Email Address: Use the email that was supplied to you by your implementation project manager.

Step 7: Password: Use the password that was supplied to you by your implementation project manager. Once this has been completed notify your IPM.

Step 8: Default Location - (can select any one location)

Step 9: Go the Permission tab - Give Full Access

Step 10: Select - "All Locations"

Step 11: Click OK

Step 12: Share the R365 Dashboard URL in your configuration workbook

Step 13: Reach out to you Rep to grant API write access ticket to grant access to the VooshAPI.

Sample Email Template:

CC: Implementation Project Manager

Subject: Grant VooshAPI Access Request

Body:

Dear Restaurant 365,

Please grant API write access to the existing username - VooshAPI for our restaurant 365 account.

Restaurant 365 URL:

Thank you for your assististance in setting this up. Please confirm once this is complete.

Sincerely,

Name
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​Step 14: Navigate to your configurations workbook and look for the Restaurant 365 - Third Party Manager Only Tab

Step 15: Navigate add the Restaurant 365 URL to Row 1 Column B

Step 16: Fill out Columns D (required), E (required) and F (optional)

Step 17: Once Complete notify your Implementation Project Manager.

Add a New User On the Home screen, click the gear icon in the top left corner of the screen to access Settings, then click the Users tile.

Clicking the Users tile takes you to the Users dashboard. Here, you can view a list of all users in the system, including their Name, Login, User Level, Modified By, Modified On, Role name, Email, Active status, and available Actions.

To add a new user, click the green NEW USER button at the top right of the dashboard. You will be redirected to the User Creation Wizard.

Navigate the User Creation Wizard The User Creation Wizard consists of three sections:

1. Details & Sign in credentials

2. Locations

3. Summary

In the next section, we will walk through filling out each section and completing the user creation process.

In the User Details section, fill out the following information:

To the right of the User Details are the Sign in credentials, or the information your new user will need to access the platform.

Enter the desired User Name - Lunchbox

Password, then Confirm password - Provided to you by the Lunchbox Delivery Manager.

Once you have satisfied the password creation requirements, hit Next to continue the process.

In the next step of the user creation process, you will choose which Organizations and Locations the user can access. Type your organization’s name in the search bar and select it from the list of available options. You can also click SELECT ALL to select multiple organizations.

Once you have selected your organization, choose which Locations will be accessible to the new user. Again, you can click SELECT ALL here to select all the locations shown.

Note: To select the locations, click the arrow to the right of the location name. The selected locations will show up under Selected locations / organizations.

After you have made your selections, you can review them in the right-most Selected locations / organizations. Once everything looks good, hit NEXT to continue.

In the last step of the process for creating a new user, you will review the information you entered for the user. Make sure everything is correct, then click the SAVE & FINISH button in the bottom right corner of the page.

Once your new user has been created, you will be taken back to the User Management dashboard. You can now search for the user you created to ensure they are in the system.

Reference Article: https://info.dtiq.com/hubfs/How%20to%20Create%20a%20New%20User-2.pdf?hsLang=en