Adding Team Accounts
In order to access the Team Accounts page you must either be the store owner, or have your store owner give you the permission "Manage Team Accounts".
- Log in to Craftable and select the platform you want to manage the accounts for. Team account access and permissions are managed per platform, so a specific team account may have access to Foodager but not Bevager or Books. Or that same user may have the ability to create invoices in Bevager but not in Foodager.
- Select your name at the top right and then choose "Team Accounts" from the drop down menu. Once select you will see all team accounts that have been added to your store. If any user needs to be added, select the "+ Add Team Account" button near the top right corner of the page.
This should load a pop up box where you can enter the Team Account's profile name and email address (once added, the team account user will be sent an email to setup their password if they don't have a Craftable account yet). - If the team account needs access to multiple platforms, make sure to check each platform to ensure the team account is enabled for access on that specific platform
Managing Permissions
On the Team accounts page, you can also control each individual’s access within the platform by clicking the "Manage" link next to their name from the team accounts page.
This page allows you to control what specific permissions that user has on your chosen platform. You can either choose to enable all settings within a grouping (such as all orders) or select the expand icon next to the grouping name to enable to disable specific permissions within that grouping. (turning off at least one setting will show the grouping off/on toggle to show off).
Roles
If your account has Director, then Roles must be created and updated at the Director store. The local store will not be able to create new or update existing Roles.
Roles allow you to create different permissions templates so you can assign them to multiple users instead of manually setting up the same permissions for each user. 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.
Click "Manage Roles" to begin configuring your roles.
Once a role has been set up with the desired permissions, you can use the check boxes to the left on the "Team Accounts" page to select users who should be allocated to a specific role, click the "Roles" drop down, and then select the appropriate role from the list. You can also allocate on a per user basis by clicking "Manage Permissions" to the right of the user and using the "Roles" button at the top of the page.
Keep in mind that roles are additive, so if a user is given two roles and the permissions conflict, the user will get the sum of all the active permissions.
Frequently Asked Questions
How do I change the email address associated with a member of my team?
To update the email address a user is registered with, please contact the Craftable Support Team on support@craftable.com. Users can update their own email when logged in by clicking their name and selecting "Change Email/Password".
What should I do when a staff member with access to the platform stops working for my store?
From the "Team Accounts" page click the trash icon to the left their name. This will remove their account and they will be unable to login to this store.
Deleting a team account from a non-director linked store will only remove the user from that store. If they need to be removed from other stores, then you will need to sign into each store and repeat the process. Deleting team accounts from a director linked store will remove the team account from all stores linked to the Director store.