Craftable has added access to store-level Team Accounts and Roles up at Director, in addition to the previously available ability to manage Director level Team Accounts and Roles. This update means that all Roles (for both Director and local stores) must be managed at Director, and these roles can be allocated all in one place. This functionality gives Director-type accounts the ability to manage all permissions for all locations at the Director level.
For any accounts that created local, store-level roles before this release, all store-level roles have been retained, but copied up to Director. The permissions that are allocated to users (both for Director and Local) have not been changed at all. Local roles that were identical across multiple stores (same name and same permission settings) have been merged. If the same role name was used (e.g. AP) but the permissions were not identical in all stores, each iteration of the role has been retained and sequenced (e.g. AP, AP-1, AP-2, etc...). We recommend reviewing these similar but different roles and consolidating them into one role using the delete option, which will allow you to allocate an alternative role to everyone who has the soon-to-be deleted role.
Requirements
You will need a Director Store in addition to local stores that are listed under that Director umbrella. If you want to sign up for a Director account, feel free to reach out to Craftable for further information at 844-367-7700 or support@craftable.com
To learn more about setting up Team Accounts for stores that don't have Director, please see the article titled Managing Team Accounts.
Navigation
To access the Director Team Accounts page, you will need to select your account profile (name in the top right) from Director, and choose Team Accounts. (Note: Only the Director Owner or those granted the "Manage Team Accounts" permission will see this option.)
On the Team Accounts page, you will notice that you have two tabs to choose from: Director and Local.
Director Team Accounts and Roles
From the Director Tab you can Add, Remove or Edit Director level Team Accounts and Director level Roles.
To create a new Director Account, select "+ Add Director Account" near the top right.
On the pop up pane that appears, enter the Name and Email address you want to add for the user. Select "+ Add Director Account" to confirm the change (Note: You cannot add an email address that is already assigned at the store level. If you require any existing store level users to access Director you can either delete their store level account and then add as a Director account, or contact the Craftable Support team to have the account type changed).
You can delete any Director account by selecting the trash can icon to the left of the Director name. Also you can edit the permissions for a Director user by selecting the "Manage" link to the right.
Director Roles
Roles, both for Director and Local, allow you to set up different permission sets, and then apply those roles to multiple users. This makes it easy to manage different levels of access for everyone within your organization. Any changes that need to be made, can be made once to the role to update the relevant users all at once.
Examples of this would be creating a role for accountants with a primary focus on reports, and another role for users who help take inventory, with access to entering counts in the audit but not closing, starting, or re-opening previous audits.
You can create Director Roles by selecting the Director Roles Button near the top right.
If there are no existing Director Roles, select "+ Add Director Role" in the middle of the page. Otherwise, this will be seen near the top right corner.
Enter in your desired Role Name, Tag Name, and Tag Color, then Select Add Director Role to confirm the added Role.
Once added, select "Manage" to set the permission for the Role.
Once you have built your Director Roles, you can assign them to specific users on the Team Accounts page. From the Director tab select the check box to the left of the Team Account you want to update, then select the Roles button at the top right corner of the page, then clicking on the Role you want to assign.
Local Team Accounts
To view all of your Team Accounts and Roles available at the store level select the Local tab.
All Director accounts will be listed in addition to any store level accounts created in total.
You can click on the arrow next to the Team Account name to check which store they are available for. If you want to activate or inactivate a Team Account, just click the Active/Inactive tag to toggle it. If a user is Inactive for a store they will not be able to access the platform for that selected store. (e.g. Bevager or Foodager)
Just like on the Director Team Account tab, you can delete, add or edit Team Accounts and Roles that are specific to the store level. Keep in mind, Store level accounts need to have at least one platform active at one store. (Note: Deleting a Director Team Account on the local tab will delete the Team Account from Director as well.)
Store Level Roles
Assigning local roles can be done based on the user for all stores, or can be store specific. If you would like to assign a role to the user for all of their stores, simply click on the checkbox next to their name and then click “Roles” at the top right. It will display all the roles available and then select the role that you would like to assign.
To assign roles specifically to a store, click on the Arrow next to the user’s name to view all the stores. Click on the checkboxes next to the stores you would like to assign the roles for. Then click on “Roles” at the top right and select the role you would like to assign.
Role assigning can be done for multiple users and multiple stores at the same time. Just click all the checkboxes that you would like to assign or unassign. Local role assigning can also be done at the store level, but the creation and editing of the roles themselves must be done at Director.
Director vs Local Accounts
Users can be set up with either a local account or a Director account. Users should only be given a Director account if they require access to Director for one of the platforms (e.g. Bevager, Foodager, Books, etc...). If a user does not require access to Director for any part of the platform then they should be set up with a local Team Account.
As you edit users permissions or a member of your team's position within the organization changes, you may need to escalate them from a local account to a Director account. If this occurs you can delete their local account account and create them as a new Director Account, or you can reach out to the Support Team on support@craftable.com with this request in writing and they can change the account for you.