🔐 Required Role Permissions: Users
You can assign different roles to your users to group them based on the area they work in.
Create a New User
In the Ventrata dashboard, go to [user_name] > Account Settings.
Account Settings
Press the Users tab.
Users
Press the + New User button.
New User
Enter user name.
User Name
📒 NOTEThe 'Active' checkbox is ticked by default. When unticked, the user account cannot be accessed.
Enter the user's email address.
Email
📗 TIP
This address will be the user's username when logging in to the dashboard.
Enter mobile phone (optional).
Select whether the account requires 2 factor authentication. If yes, select one of the methods (optional).
Mobile & 2 Factor Authentication
📒 NOTE
Provide a phone number if 'SMS' or 'Call' is selected.
Select user account attributes:
Notification email cc - the user will receive updates on all bookings
Test Mode - bookings made by the user will be automatically flagged as 'Test'
Admin - the user has access to the entire dashboard, can create, delete and update user accounts and their roles
Notification Email Cc, Test Mode & Admin
Assign one or multiple roles.
Roles
📗 TIP
A role is a set of permissions. Different roles may have different sets of permissions. Make sure you only give users permissions to areas where they really need them.
📒 NOTEWhen a user is flagged as 'Admin', there is no need to assign a specific role which includes all of the permissions.
Enter a supervisor pin (optional).
Supervisor Pin
📒 NOTE
This pin is used to override certain restrictions for sellers on terminal devices, for example, order cancelation.
Enter user password and re-enter the same password to confirm.
Password
📗 TIP
The user will use this password to log in to the Ventrata dashboard.
Check all the suppliers the user can access with this account.
Suppliers
Keep 'Whitelist All Destinations' checked to allow the user to access all supplier destinations or restrict their access by blacklisting specific destinations.
Keep 'Whitelist All Products' checked to allow the user to access all supplier products or restrict their access by blacklisting specific products.
Blacklist/Whitelist
⛔️ WARNING
Blacklisting a destination or product will hide any bookings, transactions or products (if a destination is blacklisted) associated with the blacklisted items.
Press the Create User button.
Create User