Management
The Management Tab is used to assign access and permissions to the Brand's Lunchbox Admin Dashboard.
Management
1. From the "Jump to Admin" Dashboard, navigate to Operate and click on Management
From here you'll be able to search and find Management Users by Name, Email and Status, with the ability to sort by any of those filters. After you locate a user, you can edit, delete or mark as inactive.
Note: Inactive Users are users with no management access. Unlike, the previous version of the LB2 Dashboard, there is not an ability to turn customers into Management users. You'll have to create them here. Toggling a user to Inactive will remove their ability to access the brand's Admin Dashboard.
Create User
1. Create a New Admin User
From the Management Tab, click on Create User
2. Configure User Details & Save
First Name*: Enter the first name of the new user
Last Name*: Enter the last name of the new user
Email*: Enter a valid email address for the new user
Confirm Email*: Enter the valid email address again to confirm
Password*: Enter a password meeting the requirements for the new user
Confirm Password*: Enter the password again to confirm that it matches
Note: A welcome email will NOT be sent to the new user. Provide them with your ordering URL and either give them the default password you created or have them request a password reset to their email by selecting Forgot Password at login.
3. Confirm User Info
After you Save the new user, it will take you to the User Info page where all of the information you've provided will appear (except for the password which can be reset from here). If you make any changes, be sure to click Save.
Note: You'll notice that newly created users are toggled Active by default
4. Assign Chain Roles & Save
Chain roles provide users access to ALL locations. Lunchbox does not recommend providing Location-specific Users ANY chain roles. Here are common use cases for Chain Roles:
Chain Admins: Restaurant Brand Admins & IT Admins
Check Chain Admin, Call Center, Report Manager, Corporate Manager (and House Account Admin (Catering) & Loyalty Admin (Loyalty) if you are using those products)
Corporate Managers: Next-level-lower Restaurant Brand Admins (possibly for Catering Admins, Marketing Admins, Accountants, etc)
Check Call Center, Report Manager, Corporate Manager (and House Account Admin (Catering) & Loyalty Admin (Loyalty) if you are using those products)
5. Store Manager, Store Report Manager & Kitchen Staff Access
If you left all Chain Roles unselected and need to provide users with access to 1 or multiple locations, do so by assigning locations in:
Store Manager: Permissions include updating menu item pricing/availability, Business hours, Managing orders & Viewing reports for any stores assigned to them
Store Report Manager: 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
While the Store Report Manager and Kitchen Staff roles aren't used often, the Store Manager role is, and here is the most common use case:
Location User/Store Manager: District Managers, Location Managers, Location-specific Users
Leave all chain roles blank and simply select the location(s) they have access to
6. Assign a Location & Save
Search for Store
Check off the Store
Click Add Selected
Click Save to Apply changes
Note: Remember, you can assign multiple stores to the user and they will only have access to those assigned locations.
Edit User
To make changes to an already created User, you can always go back and edit, deactivate or delete a user.
1. Navigate back to Management & Search for the User to Edit
2. Once the desired User is located, select the 3 dots and click on Edit
3. Make any updates to the User Info, Roles and/or Permissions
After you make any updates, remember to click Save.
Note: You are unable to change a User's email address or phone number from their account. They would have to make this change from their profile. If for whatever reason they aren't able to log in and the email is incorrect, simply delete the user and create a new one for them to use.
Delete User
If you need to delete a user for any reason, you can do so from the Management tab.
1. Navigate back to Management & Search for the User to Delete
2. Once the desired User is located, select the 3 dots and click on Delete
3. Click Yes to Confirm the deletion of the User
Warning! This action is not reversible. You can easily deactivate a User from their Info if you do not want to permanently delete a user.
