How can I give members of my team access to our Craftable portal?
- Log in to Craftable and select the platform you want to manage the accounts for. Keep in mind that permissions for each part of Craftable are managed separately, so you can give users access to all areas of the platform, or say just Bevager for your bar team, just Foodager for your kitchen team, or just Books for your AP team.
- Click your name at the top right and then select Team Accounts from the drop down. Each member of your team that requires access to the platform should be listed here. Be sure to add anyone who is missing!
- Click the Add Team Account button at the top right and invite them to join your Bevager/Foodager/Books team.
From here, you can add their name and email address, then click + Add Team Account to finalize the process.
Note - They will be sent a temporary password that they can reset when they log in for the first time.
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". See below for details on how to allocate permissions.
How are permissions for myself and members of my team handled?
You can control each individual’s access within the platform by clicking the Manage Permissions link next to their name from the team accounts page (available by clicking your name at the top right and selecting Team Accounts from the drop down menu).
This page gives you fine grain control over specific abilities within the portal. For example, the ability to create orders, edit orders, place orders, and delete orders are all separate permissions. You can toggle an entire group next to the group heading or click on the group name (ie. all orders) to toggle on or off a specific permissions.
Roles 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.
Please keep in mind, if your account has Director, then Roles must be created and updated at the Director level. The store will not be able to create new or update existing Roles.
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.
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 email@example.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 (available by clicking your name at the top right and selecting Team Accounts from the drop down menu) click the red trash icon next to their name. This will remove their account and they will be unable to login to this store.
Note: Please keep in mind that if the individual works for multiple locations that have Craftable accounts, you will need to remove the individual from each store separately.