Users & roles
Every person on your team — owners, managers, counter and kitchen staff, drivers — gets their own login with exactly the access their job needs. You create and manage those accounts from your admin dashboard, and both the dashboard and the partner app adapt to each person’s role, showing only what that role is allowed to see and do.
Dashboard roles at a glance
Section titled “Dashboard roles at a glance”The dashboard sidebar is role-aware — two people with different roles signing in to the same dashboard see different menus:
| Role | What they see in the dashboard |
|---|---|
| Admin | Everything — full dashboard access |
| Co-admin | Everything — full dashboard access |
| Zone manager | Home, their zone, and the outlets within it |
| Outlet owner / outlet manager | Home and their own outlets |
| Franchise owner | Home, their franchise, and its outlets |
| Dispatcher manager | The orders report and the dispatcher panel |
For the full map of what each dashboard menu does, see the dashboard navigation map.
Adding a user
Section titled “Adding a user”- Go to Dashboard → Settings → Manage User → Users (
/configuration/manage-user/users/list). - Add a new user (
/configuration/manage-user/users/add/new). - Fill in the account details:
- Email — this is the login the person will use to sign in.
- Password — set an initial password; the person can reset it themselves later from the sign-in page.
- Name and phone.
- Role — pick from the roles above (or a partner app role — see below).
- Permissions — fine-grained switches for what the role can do.
- Status — whether the account is active. Deactivate instead of deleting when someone leaves; their history stays intact.
Share the email and initial password with the team member, along with your dashboard or partner app link. The logging in page walks them through their first sign-in.
Partner app roles and permissions
Section titled “Partner app roles and permissions”Staff who work from a phone or tablet use the partner app rather than the dashboard. Partner app roles:
- Outlet owner — full control of their outlet in the partner app.
- Outlet user — day-to-day staff. Each outlet user’s access is permission-gated: you choose whether they can manage orders, menu, drivers, customers, and reports.
- Driver — sees only deliveries assigned to them, navigation, and their own earnings.
- Franchise owner / franchise user — the same split, scoped to a franchise and its outlets.
A common setup: every counter staff member is an outlet user who can manage orders, while menu changes, refunds, and reports are reserved for the owner or manager.
Outlet-level users
Section titled “Outlet-level users”You can also manage an outlet’s team from inside the outlet itself: open the outlet from Dashboard → Outlets (/outlet/list) and use its Users page (/outlet/manage/:outletID/users/list). This is handy when you’re already configuring that outlet’s menu or settings and want to add staff in the same session. See Multiple outlets for the rest of the per-outlet pages.
Driver groups and custom fields
Section titled “Driver groups and custom fields”Two extra tools live alongside user management for delivery teams:
- Driver Group (Dashboard → Settings → Manage User → Driver Group,
/configuration/manage-user/driver-group/list) — organize drivers into groups, e.g. by shift or area. - Driver Custom Fields (
/configuration/manage-user/driver-custom-fields/list) — extra fields you want captured on each driver’s profile, such as vehicle registration or license details.
Driver approval
Section titled “Driver approval”If drivers sign up themselves, new driver accounts wait in an approval queue before they can take deliveries: Dashboard → Settings → Approval → Driver Approval (/configuration/approval/driver-approval/list). Review the application, then approve or reject it.
Sensitive actions
Section titled “Sensitive actions”Some actions are gated twice — by the user’s role and by feature-level role permissions. Order editing, refunds, fee changes, and cancellations are configured per role under Dashboard → Settings → Basic Settings → Feature (/settings/settings/feature-settings). For example, you can let all staff edit orders while reserving refunds for managers. See Editing orders & refunds and Cancelling orders.
Troubleshooting
Section titled “Troubleshooting”| Problem | Try this |
|---|---|
| A team member can’t sign in | Check the account exists and its status is active; then point them at the logging in steps |
| Someone can’t see a dashboard menu | The sidebar is role-based — check their role, or consult the dashboard navigation map for what each role sees |
| An outlet user can’t open reports in the partner app | Their reports permission is off — edit the account under Manage User → Users |
| A driver signed up but can’t take deliveries | Approve them under Settings → Approval → Driver Approval (/configuration/approval/driver-approval/list) |
Related: Logging in · The apps at a glance · Dashboard navigation map · Editing orders & refunds