Add Users in Task Manager
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
- Designed for corporate users
- Full access to assigned venues
2. Admin
- Designed for management
- Add and edit forms
- Add, edit, and delete users
- Complete weekly approvals
- View analytics
- Complete forms and reports
- Manage resources
3. Basic
- Designed for staff or chefs
- Cannot access admin dashboard
- Complete forms and reports from staff view
Users are added from the Users tab in the Task Manager admin dashboard.
Steps:
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.
