Skip to main content
How to Create New Users

Users are people in your organisation who have access to the Ventrata dashboard.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over 2 months ago

You can assign different roles to your users to group them based on the area they work in.
​
​

Create a New User

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

  2. Press the Users tab.

  3. Press the + New User button.

  4. Enter user name.

    Name



    πŸ“’ NOTE

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


  5. Enter the user's email address.

    Email


    πŸ“— TIP

    This address will be the user's username when logging in to the dashboard.
    ​


  6. Enter mobile phone (optional).

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

    2 Factor Authentication



    πŸ“’ NOTE
    Provide a phone number if 'SMS' or 'Call' is selected.
    ​


  8. 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, Test Mode & Admin

  9. Assign one or multiple roles.

    Roles


    πŸ“— 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.
    ​



    πŸ“’ NOTE

    When a user is flagged as 'Admin', there is no need to assign a specific role which includes all of the permissions.
    ​


  10. Enter a supervisor pin (optional).

    Pin



    πŸ“’ NOTE
    This pin is used to override certain restrictions for sellers on terminal devices, for example, order cancelation.
    ​


  11. Enter user password and re-enter the same password to confirm.

    Password


    πŸ“— TIP
    The user will use this password to log in to the Ventrata dashboard.
    ​


  12. Check all the suppliers the user can access with this account.

    Suppliers

  13. Keep 'Whitelist All Destinations' checked to allow the user to access all supplier destinations or restrict their access by blacklisting specific destinations.

  14. Keep 'Whitelist All Products' checked to allow the user to access all supplier products or restrict their access by blacklisting specific products.

    Blacklist destinations & products


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


  15. Press the Create User button.

    Create User

Did this answer your question?