In the Ventrata dashboard, go to [user_name] > Account Settings.

Press the Users tab.

Press the + New User button.

Enter user name.

📒 NOTE

The 'Active' checkbox is ticked by default. When unticked, the user account cannot be accessed.

Enter the user's email address.

📗 TIP

This address will be the user's username when logging in to the dashboard.
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Enter mobile phone (optional).

Select whether the account requires 2 factor authentication. If yes, select one of the methods (optional).

📒 NOTE
Provide a phone number if 'SMS' or 'Call' is selected.
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Select whether the user should be notified about booking updates (optional).

Select whether the user is a test account.

If the user should be provided read and write access to all sections of the supplier account, flag the user as admin.

Assign one or multiple 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.
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📒 NOTE

When a user is flagged as 'Admin', there is no need to assign a specific role which includes all of the permissions.
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Enter a supervisor pin (optional).

📒 NOTE
This pin is used to override certain restrictions for sellers on terminal devices, for example, order cancelation.
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Enter user password and re-enter the same password to confirm.

📗 TIP
The user will use this password to log in to the Ventrata dashboard.
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Check all the suppliers the user can access with this account.

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.

⛔️ WARNING
Blacklisting a destination or product will hide any bookings, transactions or products (if a destination is blacklisted) associated with the blacklisted items.
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Press the Create User button.