Roles are where you define the permissions for everyone using Connect for your business. By default, you have access to the Administrator role, with full access to all features, but perhaps you want to make a restaurant role that can only see incidents or give read-only access to a member of your Marketing team. You can customize a set of permissions by creating custom roles.
Creating a Role
Roles are created and configured by visiting the “User Management” page (click on the cog wheel icon in the top right and select User Management from the dropdown menu):
To add a new role, begin by clicking the ”Roles” tab. Then click the button on the upper right. You will notice that there are View and Edit options for each area of Connect. Work through the list and assign them as you see fit. To apply the roles to a particular user go to the Users page and select the applicable roles from the dropdown.
Need more help configuring custom roles? Here’s a quick video for suppliers with some common examples of custom roles that may be helpful in managing your account.
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