How to Create a New User in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
Creating new users in Task Manager ensures that your team has the appropriate access to manage and complete their tasks effectively. Task Manager offers three user roles to suit different needs:
- Basic: Designed for staff or chefs, this role allows users to access and complete checklists and reports but prevents them from editing or adding forms.
- Admin: Ideal for managers, this role enables users to edit and add checklists, delete staff or food items, handle weekly approvals, fill out forms and reports, and adjust user access rights.
- Super Admin: Intended for corporate users, this role provides the ability to oversee and manage multiple venues.
This guide will walk you through the steps to create new users and assign the appropriate role for each team member.
Steps:
1. Click on Users in the Admin Portal of Task Manager.
2. Click on Add User
3. Type the user name
4. Type an email
5. Select a user level: Basic, Admin, or Super Admin
6. Type password
7. Click on Save
8. Click on Grant Access to give that user permissions to venues
9. Click on Done
