Manage Users and Grant Access to Your Organization

Efficiently managing users and access permissions is essential for ensuring that your organization runs smoothly. This guide will walk you through the process of adding users, managing access levels, and controlling user permissions within your company console. There are two main types of users in the system: Admins and Normal users, each with distinct roles and capabilities.

Video Tour

Watch our video tour to get a complete overview of how to manage users in Foodics BI.

User Types

1. Admins

Admins have elevated permissions and can:

• Access the Settings tab

• Access to All Branches from all Businesses

• Add and delete users

• Promote other users to Admin status

Admins are typically responsible for overseeing access management and maintaining system settings to ensure proper operation.

2. Normal Users

Normal users have more limited access, which includes:

• No access to the Settings tab

• Viewing access only to specific branches they are assigned to in the console

Adding Users

Adding users to the system involves a few key steps:

1. Make Sure the User Exists in the Console

   • You can only add users who already exist in the console. Make sure the necessary user profiles are present.

2. Switch to the Correct Business Context

   • Ensure you are not in the “All Businesses” business context. To add users, you need to be focused on a specific branch or business unit.

3. Navigate to the Inactive Tab and Invite

   • Users can be added by navigating to the Inactive tab in the console and sending an invitation to join.

   • These invited users will receive an email prompting them to set a password.

4. Re-send Invitations if Needed

   • If an invited user has not responded, you can re-send the invite by going to the Pending tab.

Make Admin & Deactivate

To remove a user from the system, follow these steps:

• Locate the user in the console and proceed with either action by pressing the “Edit” button.

Summary

Managing users effectively ensures a secure and organized access control for your organization. Admins have the responsibility of overseeing the system and assigning access levels, while normal users maintain branch-specific access for daily operations. Keep these guidelines in mind for streamlined user management and system security.

Feel free to reach out if you need further help with managing user roles and access in the console.