💡 Before trying to add or remove team members, make sure you have admin or staff role. Only users with admin or staff roles can add or remove members or change roles.
How to add a team member
Add your team member’s cell phone number to your contacts.
Click on Team, bottom right
Click on Add Team Member
Click on Contacts and search for the team member direclty in your contacts
Click on Continue
Assign role to your team member and click on Continue
Contributor: Check deliveries and contribute to orders
Staff: Place orders and replys to messages
Assign supplier chats and click on Continue
How to remove a team member
Click on Team at the bottom right
Select the team member by clicking on the blue arrow on the right
Click on Remove from business
How to add a team member to a supplier chat
Select the supplier
Click on Settings (⚙️) in the top-right corner
Click on click Add team member,
You might need to Sync your contacts, then select the contact you want to sync or select all your contacts
How to remove a team member from a supplier chat
Select the supplier
Click on Settings (⚙️) in the top-right corner
Select the team member by clicking on the blue arrow on the right
Click on Remove from supplier
How to manage team members on Choco web
Here's how it works:
Admins and staff can manage team members’ access on the web. Contributors must request a role change to perform this action.
Open Your Browser:
Go to choco.com.
Log In:
Select "Log In" at the top right of the website banner.
Access Team Management:
Click on "Team" in the left tab.
If you manage multiple restaurants, choose the appropriate one in the top left.
Manage Team Members:
To remove a team member from your business:
Select the team member.
Click the three dots on the top right.
Select "Remove."
To manage team members’ access to a supplier chat:
Select the team member.
Select and unselect suppliers in the bottom right to add or remove access to chats.
Click "Save."
If you have any questions or need further assistance, our support team is here to help!