Location Users Management
Updated over a week ago

Disclaimer: This article is for Lunchbox 2 Enterprise customers only. If your dashboard header looks the same as below, you are in the right place:

Location Users Overview


Create users, manage user access, and assign existing users permission to a store location.


Table of Contents

Location Users Tab

From the Location Users tab, you can assign Store Manager, Report Manager and Kitchen Staff roles to new or existing users at the store level. If you are logged in as a corporate user, you will need to search for the location in which you are creating the user to access this view

The below list explains each role’s access:

  • Store Manager: update menu item pricing/availability and business hours, manage orders, and view reports for any stores assigned to them. Stores have to be explicitly assigned

  • Reports Manager (Local-level): access is limited to the Reports and Finance Reports Tabs for the assigned location(s)

  • Kitchen Staff: access is limited to the Orders Tab for the assigned location

Note: Disregard the Novadine Agent User for this instance (last updated 8.22.22)


Create a New Location User

To create a new Location User, follow these steps:

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

Step 2: From the Location Users Tab, Select the Store Location you would like to add the new user to

Step 3: Select the appropriate subtab for the type of user you wish to create:

  • Store Manager

  • Report Manager

  • Kitchen User

Step 4: Click the +Add button next to the appropriate role for the new user:

Step 5: Click New User:

Step 6: Enter the new user information in the required fields

Step 7: Once the information is filled out, click Add:

Note: Once the user is added, they can login and update their password under their user account, if necessary)

Step 8: You will now see the newly added location user on the Location Users page


Add an Existing User to a Location

To add an existing user to a location, follow these steps:

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

Step 2: From the Location Users Tab, Select the Store Location you would like to add the user to

Step 3: Select the appropriate subtab for the type of user you wish to create:

  • Store Manager

  • Report Manager

  • Kitchen User

Step 4: Click the +Add button next to the appropriate role for the user:

Step 5: Enter their First Name, Last Name and/or Email address in the corresponding fields

Step 6: Click Lookup:

Step 7: Add as manager by clicking + next to the name in the search results:

Step 8: The added user will now be displayed under the appropriate role on the Location Users page


Delete a Location User

To delete an existing user to a location, follow these steps:

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

Step 2: From the Location Users Tab, Select the Store Location you would like to delete the user from

Step 3: Once the correct location is selected, Click the Red Trash Can icon to the right of the user that you wish to delete:

Note: If the user you would like to delete is the default Store Manager login for a location, it will not present an option to delete next to that user.


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