Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:

The Users Tab is where you can search, create, edit, and assign roles to staff users for your chain

Table of Contents

Lunchbox is configured to allow a tiered delegation of user management for access to the site. The below list explains each role’s access:

Note: Only users with Corporate or Admin access are able to view locations on the front end that are marked as a ‘test store’Adding Corporate Users

If you are a Chain Admin, you have the ability to create and upgrade existing users to a Chain Admin, Call Center, Corporate-level Report Manager, or Corporate Manager via the Users Tab

Note: When an account is created for someone they will not receive an email confirmation. Provide them with login details and have them update the password to their liking. If they have already created a guest account that you have added as an Admin User, simply provide them the link to log in to the LB Admin Dashboard.

To create a new user, follow these steps:

Step 1: In the sidebar, navigate to and select the Users Tab

Step 2: Click Add an account for a new staff member at bottom of the page:

Step 3: Enter the new user’s information in the required fields

Step 4: Click Create Account

When you click Create Account, a new screen will open for you to continue setting up the user and their permissions

Step 5: Select the Chain Roles subtab and check the box(es) next to the role(s) you want to grant the user.

Note: When creating a new role, do not select both Chain Admin and Corporate Manager together. You must select either 1 or the other.

Step 6: Select the Store Manager, Store Report Manager and/or Kitchen Staff to assign access to the location or locations they will be managing.

Step 7: Once you have completed setting up permissions, click Save and it will save all subtabs and return you to the Users page.

Note: If you are adding a registered user that does not already have Management Access, you will need to select Show Inactive before searching

To locate and edit an existing user, follow these steps:

Step 1: In the sidebar, navigate to and select the Users Tab

Step 2: Search for a user by entering their name (case sensitive) and/or email address in the corresponding fields

Step 3: Select any additional search filters:

Note: Name search is case-sensitive

Step 4: Click Search

Step 5: Once, the user has been identified, click on the User name in the search results to Edit User:

Step 6: Make any necessary updates on the appropriate subtabs - you can update user’s first and last name, password, assigned role(s)

Step 7: Click Save when done

Step 1: In the sidebar, navigate to and select the Users Tab

Step 2: Search for a user by entering their name (case sensitive) and/or email address in the corresponding fields

Step 3: Select any additional search filters:

Note: Name search is case sensitive

Step 4: Click Search

Step 5: Once, the user has been identified, enable the checkbox to the left of the user that you wish to delete

Step 6: Click Delete

Step 1: In the sidebar, navigate to and select the Users Tab

Step 2: Search for a user by entering their name (case sensitive) and/or email address in the corresponding fields

Step 3: Select any additional search filters:

Note: Name search is case sensitive

Step 4: Click Search

Step 5: Deactivate a user by clicking the green button under the Status section (turning it red/disabled). Activate an inactive user by clicking the red button (turning it green/enabled)