# Managing Staff Accounts

{% embed url="<https://youtu.be/HV6l_iRTSkU>" %}

<br>

Having a staff account is crucial for several reasons:

* **Access Control**: Ensures that only authorized personnel have access to sensitive information and systems.
* **Resource Allocation**: Helps in assigning and tracking resources efficiently among staff members.
* **Security**: Enhances security by enabling activity monitoring and auditing

{% hint style="info" %}
Note: Adding Staff  Account still depends on the level of your access
{% endhint %}

### 1. Create a Staff Account

&#x20;      1\.  Log in to your account <https://admin.cloudwaitress.com/login>\
&#x20;      2\. From the dashboard, go to **Staff i**n the left-hand menu

<figure><img src="/files/znXWrWpjJGmLHR4UDoTM" alt="" width="375"><figcaption></figcaption></figure>

&#x20;      3\. Click **Create Staff**

<figure><img src="/files/sreVbnjMhhMdPQiJXmbC" alt="" width="375"><figcaption></figcaption></figure>

&#x20;      4, Enter the staff member's **email** and **password**

&#x20;      5\. Choose the **restaurant location** (for multi-branch setups)

### 2. Assign a Role

Use **Restriction Presets** to quickly assign common roles

* **Manager -** full access
* **Front Staff** - limited to order views and bookings
* **Kitchen** - access to kitchen screens only
* **Driver** - for delivery staff
* **Menu Manager** - for users managing items and menus

### 3. Customize Permissions

Start with a preset, then adjust:

* **Menu Editor**
* **Reports**
* **Customer Info (view only / edit)**
* **Store Pages**

You can fine-tune permissions down to whether users can view, edit, or delete data.&#x20;

<figure><img src="/files/OJe1JeBnmEJqWhcjGDGM" alt="" width="375"><figcaption></figcaption></figure>

### 4. Save and Share Login Details

Once configured, click **Save.** Share the login credentials with the staff member. They'll only see what they're allowed to access - no more, no less.&#x20;

<figure><img src="/files/0RDVKH1nbop7uxNOHmu4" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="danger" %}
Please email <support@cloudwaitress.com> or use the chat support to get assistance activating this feature.
{% endhint %}


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