How do I add or remove users in MarginEdge?

You can add a brand new user to the system, or you can give an existing user access to additional units within your company. All users can add a new user with the same level of access or with any more restricted access.  For example, a Restaurant Admin can add a user with any role, while a Manager can add a user with either Manager or User access only.

If you have MarginEdge Admin permissions in multiple units, you can also add/edit/remove a user in these units at one time. 

For detailed information about the various roles, visit What are the different user permissions in MarginEdge?

The steps are similar, but you can select the right option below to jump to specific instructions:

Adding a brand new user to MarginEdge 

Giving an existing user access to an additional unit

Remove a user's access from one or all units

Adding a brand new user to MarginEdge:

  1. On the main menu, select Setup > Users, and then click the “+ Invite a New User” button.
  2. Enter the user's email address, and then select their "role".  The role refers to the level of access the user will have - "Restaurant Admin", "Accountant", "Manager", or "User". 
    Things to note:  
    • To give someone multiple roles, hold the "control" button ("command" on a mac) while selecting the roles on the screen. 
  3. If the new user will have access to multiple locations, check the box "Select more restaurants..." to select which units to which you want to invite this new user. Note, that the person adding this new user must have ME Admin permissions at all units to which they want to give the new user access.
    Screen_Shot_2022-07-18_at_6.03.45_PM.png
  4. Click "Invite".     
  5. Set the "Login" name for the new user.  This is the username they will use to login and can be any name not already in use.  
    • Most common is to use their first name + last initial (such as “rebeccad”) or first initial + last name (such as "rdavidson"), but these are just suggestions. You can also use their email address for their login name.  
    • Regardless of what you choose, if you enter one that's already in use by someone else, you'll be stopped when you hit the "Invite" button at the end and will need to enter a new one. 
  6. Enter the user's first and last name, and then click the "Invite" button to finish.  The user will immediately receive an email with a link to set up their password. If they don't receive if, you can always go back in and click to resend their invitation.

 

Giving an existing user access to an additional unit

  1. On the main menu, select Setup > Users, and then click the “+ Invite a New User” button.   (In this case, "new user" means a user that is new to the unit.)
  2. Enter the user's email address, and then select their "role".  The role refers to the level of access the user will have - "Restaurant Admin", "Accountant", "Manager", or "User".    
  3. Click "Invite".   Assuming this user does already have access to one or more other units, then once you click "Invite" you're done.   If instead, you see additional fields of "Login", "First Name" and "Last Name", then the user email you are using does NOT already have access to MarginEdge.

*If you have MarginEdge Admin permissions, you can add them to any other unit where you are also an meAdmin. Find the user in a unit they are already in via Setup > Users and click their name. Under their list of roles, check the box to "Select additional restaurants..." and click the restaurants you want to add them to with the appropriate permissions. 

Screen_Shot_2022-07-18_at_5.42.46_PM.png

 

Remove a user's access from one or all units:

  1. On the main menu, select Setup > Users, and then find the user in the list.   Click anywhere on the row for that user to go to the "Edit a User" page for the user.   
  2. At the bottom right of the page, click on the "Remove Access" button. If you are an ME Admin, then you will see a split button. Click on the arrow if you want to remove the user from all units, otherwise just click "Remove Access".
    Screen_Shot_2022-07-18_at_6.27.54_PM.png
  3. You will be presented with a confirmation box. Click the "Remove Access" button to confirm. The user will immediately lose access. There is no 'delete user' step needed in MarginEdge. Once you have removed access for a user from all units, they can no longer log-in to MarginEdge.   
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