Add Users in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
A user in task manager is a log in. A single user can be used for multiple staff members who need the same access to Task Manager.
Adding users ensures that your team is given the appropriate authorization level to manage and complete their tasks.
Each user can be assigned to the venues they will have access to.
NOTE
Users and staff are not the same in Task Manager.
- Users are for logging in.
- Staff are the list of employees that can be selected on forms.
Staff are added in the resources tab, see Add Staff in Task Manager.
Task Manager offers three authorization levels to suit different needs:
1. Super Admin
- Highest level of access
- Designed for corporate users
- Full access to Staff View of Task Manager
- Full access to Admin Dashboard, including:
- Venues - Ability to add, edit, inspect, and password-protect Venues
- Forms - Ability to create and edit Compliance Profiles, Forms, Checklists, Inspections, Schedules, and Email Notifications
- Approvals - Ability to view, approve, and record comments on Records, Tasks, and Corrective Actions.
- Analytics - Ability to view reports and analytics for venues and groups.
- Users - Ability to create, edit, and delete users.
- Groups - Ability to create, edit, and delete groups.
- Resources - Ability to create, edit, and delete Food Items, Suppliers, Staff Members, Delis, Fridges, Hot/Cold Food Displays, Thermometers, and Sensors.
- Integrations - Ability to add integrations.
- Notice Board - Ability to add, edit, and delete communications.
- Document Manager - Ability to create, edit, and delete document folders, assets, tags, and set renewal reminders.
- Support - Ability to access support links.
2. Admin
- Designed for management
- Full access to Staff View of Task Manager
- Limited access to Admin Dashboard, including:
- Venues - Ability to add, edit, inspect, and password-protect Venues
- Approvals - Ability to view, approve, and record comments on Records, Tasks, and Corrective Actions.
- Analytics - Ability to view reports and analytics for venues and groups.
- Resources - Ability to create, edit, and delete Food Items, Suppliers, Staff Members, Delis, Fridges, Hot/Cold Food Displays, Thermometers, and Sensors.
- Integrations - Ability to add integrations.
- Notice Board - Ability to add, edit, and delete communications.
- Document Manager - Ability to create, edit, and delete document folders, assets, tags, and set renewal reminders.
- Support - Ability to access support links.
- Admins do not have access to Forms, Schedules, Email Notifications, Users, or Groups.
3. Basic
- Designed for staff or chefs
- Cannot access admin dashboard
- Full access to Staff View of Task Manager
- Complete forms and reports from staff view
- Print labels from staff view
- Access published documents from staff view
- Access Scheduled Forms from staff view
Users are added from the Users tab in the Task Manager admin dashboard.
Steps:
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click the Users
3. Click Add User.
4. Add the Username.
5. Add an Email.
6. Select the Auth Level from the dropdown.
7. Add a Password, then Confirm Password.
8. Click the Save button to go to next steps.
9. Click Grant Access to give that staff member access to that venue.
