Managing site users & roles

As a caterer, you manage two different kinds of user accounts:

Company users – people on your catering team, managed at the organization level.
Site users – the people at each school or site you supply, who log in there to place orders.

Company users

Roles

Company users have one of two roles:

Admin – has organization-wide access. Admins can manage every site your business operates, and can add, edit, deactivate, and reactivate other company users.
Standard – assigned to one or more specific sites, and can only manage those sites.

You can't change your own role.

Adding a company user

Select Add a User.
Enter their First Name, Last Name, and Email Address.
Choose their Company Role – Standard User or Admin.
If you chose Standard User, an Assign to Sites table appears. Search by name or code, and tick the sites this person should manage. You can also select or deselect all sites at once. Selected sites appear as removable chips below the table.
Select Send Invite.

The person receives an email invitation to set their password. Admins don't need to be assigned to sites individually – they automatically have access to all of them.

Editing a company user

Open the user's actions menu and select Edit.
Update their First Name, Last Name, Company Role, or site assignments.
Their email address can't be changed from this screen, and you can't change your own role.
Select Save Changes.

Closing the dialog with unsaved changes prompts a confirmation before discarding them.

Company users list

The company users list shows, for each person:

Their name, email, and avatar.
Site Assignment – "All Sites / Organization Level" for Admins, the specific site name and code for someone managing one site, a count and list of codes for someone managing several sites, or "No Sites" if none are assigned.
The date they were added.
Their role (Admin or Standard).
Their setup status (Complete or Pending, based on whether they've finished setting their password).

Deactivating, reactivating, and resending invitations

From a company user's actions menu you can:

Deactivate – removes their access to the platform.
Reactivate – restores access for a previously deactivated user.
Resend Invite – available only while the user hasn't finished setting up their account and is still active. Sends them a new invitation email.

Site users

For each site you manage, you can also add and manage the users who log in at that site to place orders (for example, parents or school staff). Open a site to see its Customer Profiles section.

Roles at a site

Site users also have one of two roles:

Standard – can log in and place orders.
Admin – can additionally manage other users on that site.

Adding a site user

From the site's user list, select Add User.
Enter their First Name and Last Name.
Enter their Email Username, then choose the email Domain from the dropdown (it's selected automatically if the site only has one approved domain).
Choose their Company Role – Standard or Admin.
Select Send Invite.

Bulk importing site users

Instead of adding site users one at a time, you can upload a CSV file of users for a site:

Select Bulk Import, then optionally Download CSV Template.
Prepare a CSV with these columns:
- firstName, lastName, email (required)
- phoneNumber, role (optional – standard or admin; blank or omitted defaults to Standard)
Drag and drop the file, or choose it manually. It's checked automatically, showing how many rows are ready and listing any row-level errors (row number, field, and issue).
Select Confirm Import to create the valid rows. Rows that fail are reported so you can fix and re-upload them.

Managing existing site users

Use the search box to find a site user by name or email, and the Role and Status filters to narrow the list by Admin/Standard or by Complete/Pending setup.

Editing, deactivating, reactivating, and resending invitations for site users work the same way as for company users, using the actions menu on each user's row.