Overview
Lunchbox makes managing user access simple with its tiered roles and permissions system. Clients can create, edit, and assign roles and store locations to the chain staff and manage their access from one place.
To access user management, log in to the Admin dashboard and
Select Operate
Select Management
Create a New Account & Assing a Chain Role
IMPORTANT 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.
To create a new role, the team member has to be signed in as a Brand Admin or Support Admin. In the left-hand sidebar,
select Operate
select Management
select Create User
Select Create Single User
The Create User entry form will show up after selecting to create a new user
Enter First name, Last name, email address (twice) and password (twice)
Select Save to create a new account
The page will refresh and you'll see the new account on the Management list
Find created account
Select the three dots
Select the Edit button to get to the User Info page
Select Chain Roles to get to the Chain Roles page. Chain roles provide users access to ALL locations.
Select the toggle next to the role(s) you want to assign to the new account
Select Save button
Store-specific roles
If you need to assign user account access to one or multiple locations, users can be assigned the following store-specific roles:
Store Manager
Updating menu item pricing and availability
Managing business hours
Handling orders
Viewing reports for assigned stores
Store Report Manager
Access is limited to the Reports and Finance Reports tabs for assigned locations.
Kitchen Staff
Access is limited to the Orders tab for assigned locations.
While Store Report Manager and Kitchen Staff roles are rarely used, the Store Manager role is commonly assigned. To grant access, leave all chain roles unselected and select the specific location(s) they should have access to.
The Store Manager Role is typically assigned to:
District Managers
Location Managers
Location-Specific Users
To assign a store-specific role, you must create a user account first. In the section above Create New Account follow steps 1 -6 to create a user account. When the account is created, in the left-hand sidebar,
select Operate
select Management
enter the user email address in the filter field
select Apply filter to find the user
select the three dots
select Edit
You will access the User info page, and select Store Manager to assign store locations the user should have access to
In the Search bar enter the store name you want to assign
Find and select the stores you want to assign in the dropdown list
Select the Add Selected button to assign location(s) to the user
Select the Save button to save and assign selected stores to the user account
IMPORTANT NOTE: Assigning Store Report Manager and Kitchen Staff follows the same process, just after finding a user account, instead of selecting Store Manager (step 7), you need to select other options (Store Report Manager or Kitchen Staff) and assign store locations as presented above
Locate User Account
To find a user account,
select Operate
select Management
Choose one of the filters and look up a user by their name, email address, or account status.
Select the Apply Filters button after entering a name or email address.
Additionally, you can sort user accounts by their status, and choose to view all users, active or inactive.
On top of that, you can sort users by their ID, name or email address
Activate/ deactivate the user account
To activate or deactivate an account, follow the steps described in the previous section to locate the user account. When you find an account that needs a status update,
select the three dots
select the Edit button to access the account info page
change the toggle state to Active or Inactive, depending if you want to activate or deactivate the user account
Select the Save button to save changes
Delete user account
IMPORTANT NOTE: Please keep in mind that this action is not reversible. Once you delete an account, it is permanently removed from the Admin Dashboard. If you delete the wrong account, you will need to create a new one for the account user.
To delete a user,
Select Operate
Select Management
Look up the user account you want to delete. You can use filters for easier search
When you find the account, select the three dots
Select Delete button
In the pop-up modal select the Yes button to confirm the deletion
