Adding New Team/Staff Members
If you have multiple managers or operators in your restaurant who need access to Klikit, you can easily add them to your user list. Follow these steps to add a new user:
1. Navigate to the Users Tab: On your Klikit dashboard, locate and select the ‘Users’ tab.
2. Add a New User: Click on the ‘New’ button to initiate the process of adding a new user.
3. Fill in the Required Information: You will need to provide the following details for the new user:
- First Name
- Last Name
- Phone Number
- ID/License Number
4. Assign a Role: After entering the required information, select the appropriate role for the new user from the available options.
By assigning appropriate roles, you can ensure that each team member has the necessary permissions to perform their duties effectively while maintaining control over your restaurant’s operations.
Only accounts with Business Owner access are allowed to create users for their business.
User Roles and What Each One Can Do
There are six user levels in klikit. Each one grants a different level of edit access, so that team members only have the permissions their job needs.
- Business Owner - can manage menus, accept/reject orders, modify brand/branch/user information and access analytics.
- Brand Manager - a subset of Business Owner, but actions are limited to their assigned brands/stores.
- Branch Manager - a subset of Business Owner, but actions are limited to their assigned branches.
- Area Manager - a subset of Business Owner, without menu management or order status update (accept/reject/cancel) access.
- Staff - a subset of Branch Manager, but cannot cancel orders.
- Cashier - a subset of Staff, but cannot modify menus or mark items out of stock.
Where do I check my own role?
Log in to klikit Cloud at cloud.klikit.io and open the Users tab. Your role is listed against your name, along with everyone else you have access to. There is no role information under the profile icon.
Who can change a user's role?
Business Owners can add or change roles for all other roles, with one exception: they cannot create a new Business Owner, or upgrade an existing user to Business Owner. For that change, a Business Owner needs to contact support — only Business Owners can request changes to user levels.
For more detail on account setup and user information, see **How do I set up my klikit account?**.
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