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Change User Roles Guide

As a user with admin rights, you can change the roles, rights and access levels for yourself and other users.

Even if you do not have admin rights, you can adjust the level to which you receive email updates from the system.

Change User Roles (1)

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Click directly on the "Admin" tab (the word "Admin"), don't choose anything from the dropdown menu.

Change User Roles (2)

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In the upper left hand corner of this page is where you manage user access and roles.

1. From the drop down menu, choose the email address (log in) of the user you want to edit roles or access for

2. With the user specified, click on the pencil icon next to the email drop down menu

Change User Roles (3)

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1. You can either choose individual roles to assign to the intended user by choosing itesm from the drop down menu and clicking "Add user to this role" or

2. You can click on the "Add All Roles" link and then

3. Click the "X" next to any of the roles you may need to remove.

4. The role "Account Admin" allows all access for the intended user

5. The role "Accounting PO" enables a user to be the approving entity for any purchase orders that require approval ahead of time

6. The other roles that can be added or removed are self explanitory

7. When you are finished adjusting or adding the roles for an intended user, click on "Return" which will take you to the home page.

Change User Roles (4)

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To delete a user from your restaurant's account, choose the user (log in) from the dropdown list and then click on the "X" to the right of the box.

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