How to Add Users to Your Restaurant Account on OrderOut
If you’re looking to add team members, such as managers or staff, to your restaurant’s OrderOut account, follow these steps to ensure they have the necessary access. Adding users can help streamline operations by allowing trusted team members to manage orders, settings, and other account features.
Step-by-Step Guide to Adding Users in OrderOut
- Log In to Your OrderOut Dashboard
- Begin by navigating to the OrderOut Dashboard and logging in with your administrator credentials. Only account administrators or owners have the permission to add new users to the account.
- Access the Details & Users Menu
- Once logged in, locate the Details & Users option in the dashboard menu. This section contains various account configuration options, including user management.
- Add a New User
- Within the Details & Users section, find and click on Add New User. This will open a form or prompt to enter the new user’s information.
- Enter User Details
- You will need to enter the new user’s details, such as their name, email address, and role. Make sure to provide the correct email, as this is where the user will receive their invitation and any relevant notifications.
Note: If you’re on the free plan, please be aware that adding additional users to the dashboard is only available to paying customers. Upgrade to a paid plan to unlock this feature and enhance your team’s access to OrderOut. Want to upgrade your plan? Follow this guide to unlock additional features and integrations.
- Send the Invitation
- After entering the necessary details, click Save. The new user will receive an email invitation to join the restaurant’s OrderOut account. They should follow the instructions in the email to accept the invitation and set up their login credentials.
Tips for Managing Users in OrderOut
-
Regularly Review User Access: Periodically check the list of users in your OrderOut account to ensure that only active team members have access. This can help prevent unauthorized access if a team member leaves the business.
-
Update User Information as Needed: If a user’s role changes or they need additional permissions, you can edit their profile in the Details & Users section to update their role or access level.
Not a Member Yet?
If you’re not a member yet, you can sign up for FREE by visiting our website at OrderOut.co to start receiving your Uber Eats, DoorDash, and Grubhub orders directly in your POS system!
Get started by downloading our application on your Clover POS.