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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.

The dashboard sidebar is role-aware — two people with different roles signing in to the same dashboard see different menus:

RoleWhat they see in the dashboard
AdminEverything — full dashboard access
Co-adminEverything — full dashboard access
Zone managerHome, their zone, and the outlets within it
Outlet owner / outlet managerHome and their own outlets
Franchise ownerHome, their franchise, and its outlets
Dispatcher managerThe orders report and the dispatcher panel

For the full map of what each dashboard menu does, see the dashboard navigation map.

  1. Go to Dashboard → Settings → Manage User → Users (/configuration/manage-user/users/list).
  2. Add a new user (/configuration/manage-user/users/add/new).
  3. 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.

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.

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.

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.

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.

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.

ProblemTry this
A team member can’t sign inCheck the account exists and its status is active; then point them at the logging in steps
Someone can’t see a dashboard menuThe 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 appTheir reports permission is off — edit the account under Manage User → Users
A driver signed up but can’t take deliveriesApprove 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