Manage user access

Ensuring your employees/staff have access to the correct resources & tools allows them to be able to do their job whilst operating at their best. In Mobi2Go, this is no different & providing that access for your staff to be able to do their thing, is easy. 

A user profile in Mobi2Go contains handy information including:

  • Name
  • Email address
  • Contact number
  • The option to receive order notifications
  • The option to receive email reports

If you are a company or store owner, it's up to you to ensure you manage & administrate your company/store data & that your user list is maintained, removing old users when they leave & adding new users when required.

As an administrator you have the ability to create, edit & delete users. You may need to add users for different purposes such as providing access to reports, menu, billing and settings for managers, partners, accountants, designers etc. 

User Access Overview

There are 2 levels of access in Mobi2Go: 

  • Head Office level - a user added at the Head Office level will have¬†administrator¬†access to your store(s) and is not restricted to what they can edit or change.
  • Store level -¬†A user added at the Store level will only be able to access the settings for the store(s) they have access to. They will not be able to edit the menu or update any website settings.

Note

If your Head Office has one location, all users are head office users by default.

Remember

If you are a user at a Store level & require access to other stores, please contact your Company Administrator or contact our Support team who will be able to assist.

 

Add a User

  1. To invite a user into your company/store, in Mobi2Go click SETTINGS (from either the Head Office or Store level) from the grey navigational pane
  2. From the Settings page, locate Users (at the bottom of the page)
  3. Click EDIT next to the Users heading
  4. In Users click in the field under Invite Users & enter in the email address of the new user
  5. Click SEND INVITE to submit the invite to the email address entered
  6. The new user will receive an email inviting them to create a Mobi2Go account and access the storefront


Example of a new user invitation email from Mobi2Go:

 

Remove a User

  1. To remove a user into your company/store, in Mobi2Go click SETTINGS (from either the Head Office or Store level) from the grey navigational pane
  2. From the Settings page, locate Users (at the bottom of the page)
  3. Click EDIT next to the Users heading
  4. In Users review the list of users & locate the user account that you'd like to remove
  5. Click Remove to submit the removal of the user's access to the store or company
  6. If the user is no longer at the company, ensure this is done for all stores and/or just remove the account from the Head Office level


 

If you need assistance removing a user's account from Mobi2Go, feel free to contact our Support team who can walk you through it or complete it on your behalf.

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