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Add and remove team members

In this article, you will find a step-by-step process to manage the team members of your restaurant. To add and remove them in your business and to a supplier chat.

💡 Before trying to add or remove team members, make sure you have Admin Access. Only users with admin roles can add or remove members or change roles.

How to add a team member

⚠️ This feature is only available on Choco App.

  1. Open the Choco App

  2. Click on the Profile Icon

  3. Click on Team

  4. Select Add Member

  5. Click on Form

  6. Fill out the Contact Name and Contact Phone Number

  7. Click on Continue

  8. Assign a role

    1. Contributor: Check deliveries and contribute to orders

    2. Staff: Place orders and reply to messages

    3. Admin: All Access. Manage Team & Permissions, Create and Place Orders, Manage Favourites Lists

  9. Assign supplier chats and click on Continue

How to remove a team member

  1. Open the Choco App

  2. Click on the Profile Icon

  3. Click on Team

  4. Click on the Team Member you want to remove

  5. Click Remove from Business

How to manage team members on Choco web

  1. Click on the Team tab on the left side

  2. Select the restaurant where you want to make modifications

  3. Select the team member you want to modify by clicking on the small blue arrow on the right side

  4. What you can do:

    1. Change the role of the team member: Admin, Staff (place orders and replys to messages) or Contributor (check deliveries and contribute to orders)

    2. Add or remove the team member from a chat with a supplier by clicking on the small square on the right side

    3. Remove the team member from the restaurant by clicking on the three blue dots and then selecting the red Remove option

  5. Once you’ve made the changes, click on the blue Save button in the bottom right corner

Related Articles
How to add / remove a team member to a supplier chat
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