(CE) Users
- Colin Berndt
This section will go over adding, removing, and editing users on your account. Once selected, a table highlighting all of the users with access to your locations will be shown. You can use any of the table’s columns to narrow the search amongst already registered users. By default, only the Add User icon will be available for selection. To edit or delete a user, you must first select them so that they are highlighted as in the example below.
Selecting the Add User icon will lead to the following popup. User Type, First Name, Last Name, User Name, and Email Address are required for the Basics tab. As you complete each section, please click Next in the bottom right.
The “User Type” field will designate what functionality this individual will be able to access in Open Kitchen. All functionals under the Admin section in the navigation panel will be restricted to Enterprise Admins and Administrators. Enterprise Admins will have access to all locations on the account. All other user types will need to have the Location Access tab filled out to restrict their view to the relevant sites.
User Type Breakdown
Enterprise Admin: Full access to all features for all locations.
Administrator: Access to most features (except Account and Organization within the Admin functions) for a subset of locations.
Regular: Access to all non-admin features for a subset of locations.
Culinary: Access to all non-admin features for a subset of locations with enhanced use in the Menu Management section.
Read Only: Access to view a subset of locations without the ability to make changes.
The “User Name” field is what will need to be entered alongside a password to login. In most cases, it is perfectly fine to use the email address as the user name. The only exception is when this particular user will need to access multiple different Open Kitchen accounts using the same email. If that occurs, please have the user designated a unique user name to use instead of their email.
The Phone field is referenced for two-factor authentication and if the user subscribes to text-based alerts. By default, our system displays information in English, but that can be changed in the Language field. Please note that certain parameters (like temperature using Fahrenheit or Celsius) will change along with the language setting.
Once all of the Basics fields are filled out, select Next in the bottom right corner of the pop-up to move on to the Location Access tab. If the new user is an Enterprise Admin, they have access to all locations and will not need this section. For all other user types, please designate which locations they should have access to. If you have regions setup in the Organization section, you can select an entire region for the new user to access.
Selecting Next will move to the Alert Messaging tab. This section sets the methods our system will utilize to send alerts to the user. There are three options available.
Email
Mobile App Notification
SMS Text
Select any applicable options if this user should receive alerts, and then click Next in the bottom right. This will bring you to the Alert Subscriptions tab. There is a note at the top of this section highlighting that only items with bold lettering have active alerts setup. If you want this user to receive an alert that is not currently active, please view the Configure Alerts section of this guide to learn more. Select Save in the bottom right when you’re done. A message prompting the user to login to the account will be sent to the email provided in the Basics section.