Managing users is done on the Settings > Teams page of your Toggle dashboard.
Note: Only Store Owner users access the "Teams" page on the dashboard.
When inviting a new user to your Toggle dashboard, you will get a drop down with the following role options.
Here is what each role means:
Store Owner 👑
This user can access and edit the Overview, Purchases, Shop, Promotions, Customise, Settings, Data, and Bulk Edit pages.
They can also:
Create APIs (on Settings > Integrations)
Invite other team members to the dashboard (on Settings > Team)
The person who signs up the Toggle account is automatically set as a Store Owner.
This is what they can see on their sidebar:
('Champions' and 'Fulfilment' are clickable only if you have signed up for Toggle Boosters, and the 'Switch' page is viewable only by the Toggle Customer Success team).
Store Manager 🔑
This user can access and edit the Overview, Purchases, Shop, Promotions, Customise, Settings, Data, and Bulk Edit pages.
However they cannot invite other team members to the account or create API's.
Their dashboard sidebar will look the same as above, but they won't see the Settings > Team option and they won't have a 'Create API' button on the Settings > Integrations sections (like shown below).
Financial Manager 📊
This user can access and edit the Overview, Purchases, and Data page.
This user cannot edit the other sections, but they view some parts such as Shop and Promotions. However, once they click a product or promotion they will see a blank page with a message saying "Sorry, you do not have permission to access this feature".
This user type is ideal for accountants and finance team members, where they need to be able to pull reports, see overview graphs, and find details of orders.
Guest Service 💳🔍
This user can access and edit the Overview, Purchases, and Data page.
This user cannot edit the other sections, but they can see 'Shop'. However, once they click this they see a blank page with a message saying "Sorry, you do not have permission to access this feature".
This user type is ideal for guest support roles, where they need to be able to search orders for helping with guest queries, including re-sending digital or physical gift cards and changing the expiry date of a gift card.
This user cannot send free of charge gift cards from the dashboard nor can they adjust the gift card's balance by redeeming it or topping it up (the buttons for these are not visible).
Front of House Manager 🏠💁♀️
This user can access and edit the Overview and Purchases page.
This includes the ability to send free of charge gift cards and redeeming or topping up gift cards from the dashboard (the buttons to allow this are visible to this user).
This role is ideal for POS Mode users, meaning they can sell and redeem gift cards on POS Mode (as shown below). Their ability to access orders on the main dashboard may be useful if they need to find out more info about an existing order.
Front of House Staff 🏠🧑🤝🧑
This user cannot access any part of the dashboard, as seen below.
This role is designed for POS Mode users, who can redeem cards on POS Mode, but not sell them.
