You can grant users permission to use Buy Buckhead | Newport with Manage Users.
To access Manage Users, log into Buy Buckhead | Newport. Hover over the profile icon and select Manage Users.
Each of your accounts will display the Site Number, Account Number, Account Name, as well as all users who currently have access to that account, and what their roles are.
Select Account
To get started, first ensure that you are on the correct account under Manage Users. Please note that the account you have selected may be different from the account displaying under Manage Users.
To change the account, simply select the drop-down arrow next to the restaurant name and account number. From here, you can select the Site and Account.
Add Users
To add a user, type in the email address and then select Add User.
A modal will pop up prompting more information such as First Name, Last Name, and Role. Hovering over the tooltip will display more information about the roles.
A Customer role has access to all customer features and their accounts in Shop.
A Customer Admin has access to all customer features and has access to Manage Users (can add/edit existing users).
Click Save to create the user. You will be taken to the first screen where you can adjust the user or add a new user. You can view the user status to determine where the user is in the setup process. The status column may display Active, Pending, Creation Pending, and/or User Creation Failed.
Active - This means the user has signed in successfully.
Pending - This means that an email has been sent but the user has not clicked on the activation link.
Creation Pending - This means that the user has clicked on the email activation link entered a new password and clicked Create My Account.
User Creation Failed - This means that user creation was not successful, click the Retry button to resend the activation application.
Change User Name
Updating a user's name is not possible in Manage Users by any user role. Please reach out to App Support with the chat function if name changes are needed.
Change the User Role
When a user is already created, you can adjust the role easily by selecting the drop-down under Role and selecting the correct title.
Add to Another Location
To add a user to another location, first click on the user name.
Select Add to another Location.
Select the site and use the search bar to search and locate the account(s) you would like to add. Then click Add on the right-hand side. Once you have selected all the desired locations, click the blue Add to Locations button.
A modal will pop up where you can select the role for the user for the location(s) and hit Add User. A confirmation message will display once this is complete.
Removing Users from an Account
To remove the user, click on the user name.
Click on Remove from the account you want the user to be removed from.
A confirmation message will display once this is complete.
After you have removed the user you will also need to update the account in Salesforce. Go to the contact record on the account for that user and uncheck the active box.
User View
When you are on the user view, you can toggle a user from Active to Inactive. When a user is Inactive, they will not be able to log in.
A location may be grayed out to indicate that you do not have permission to remove the location or change the role.
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