In this article, you can find the steps to manage roles and permissions for your team members.
Before assigning roles and permissions, ensure you have added your team to your business.
In this article:
Explanation of roles and permissions
Your team members can have different roles and permissions in Choco. Here’s what each role entails:
| Admin | Staff | Contributor |
Edit order guides | ✅ | ❌ | ❌ |
Edit team members’ roles | ✅ | ❌ | ❌ |
Place orders | ✅ | ✅ | ❌ |
Add and remove team members | ✅ | ❌ | ❌ |
Contribute to team orders | ✅ | ✅ | ✅ |
Do delivery checks | ✅ | ✅ | ✅ |
Create and edit Inventory product list | ✅ | ✅ | ❌ |
How to view and edit roles and permissions in the Choco app
Once you have added your team members, you can easily view and edit roles and permissions through the team management feature.
Note: only team members with admin role can edit roles and permissions. |
Here’s how to manage roles and permissions:
Open the Choco App on your device
Select the Restaurant:
If you have multiple restaurants on Choco, choose the restaurant you are managing.
Access Team Management:
Tap on "Team" in the bottom tab.
Select Roles & Permissions:
Choose the role for each team member.
Save Changes:
Select "Done" to save your changes.
How to view and edit roles and permissions on Choco web
You can also view and edit roles and permissions through the team management feature on Choco web.
Note: only team members with admin role can edit roles and permissions. |
Here’s how to manage roles and permissions on the web:
Open Your Browser and go to choco.com.
Select "Log In" at the top right of the website banner.
Click on "Team" in the left tab to access team management.
Select the Restaurant:
If you have multiple restaurants on Choco, choose the restaurant you are managing in the top left.
Select the Team Member whose role you want to edit.
Edit and Save:
Select the role and click "Save."