Form Overview:
- User Details Tab: Where you enter the Name, Email, and Login credentials.
- Role Assignment Tab: Where you select the user's primary role (e.g., Admin, Chef, Sales).
New User Setup is the initial configuration process for adding team members to the Elecate platform. It allows administrators to create user accounts, assign specific security roles, and define data access permissions, ensuring that each team member has the appropriate level of access to manage recipes, costs, and inventory securely.
Form Overview:
- User Details Tab: Where you enter the Name, Email, and Login credentials.
- Role Assignment Tab: Where you select the user's primary role (e.g., Admin, Chef, Sales)
1. On the right side at the top, you need to select the Gear Icon (settings)
2. Once you click on the gear, next you need to look for the option that says User Management
3. Once you are in this window, then you have 3 different options: Users, Roles and Migrate Users, however you will have to click on the one that says Users.
- In users, you can refresh the page so you can see the active users, View Logged- In Users, add a New User, check the Active Users, search for the information using the user’s name or Lan ID and edit the current information by clicking on the pen icon.
- To create a new user ID, you just need to click on New User and then fill in the Land ID, First and Last Name, Email, Password (Strong Password = 12 character minimum, 1 Cap, 1 Letter and 1 Symbol) and you have the option to turn on the toggles (Allow the user to Delete Event or any Base Date Item and Allow the user to Edit Invoiced Events).
- To check the Legacy Roles, you just need to click on the Available Roles and select the roles that you want to assign for that user, you will be able to add the role by selecting one from the left side, then click on the guillemets and this will be automatically added to the right side.
- To check the Identity Roles, you just need to click on the Available Roles and select the roles that you want to assign for that user, you will be able to add the role by selecting one from the left side, then click on the guillemets and this will be automatically added to the right side.
- To check the Cost Center Tab, click on one of the available cost centers and then click the arrow pointing to the right or double click on the desired Cost Center. This will assign the cost center to that specific customer.
To remove a Cost Center, click on it in the “Selected Cost Centers” list and then click the arrow pointing left to move it back into the “Available Cost Centers” list.
