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Managing users mini market access and settings

If you need to update users mini market approval limits or settings, you can do this within a few simple steps.

Written by Cristian Bolba

Managing users access and settings can be managed on mass via a single mini market or multiple mini market export, both options are shown below.
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This would also produce a report of who can approve orders across the business for each site and mini market.

The areas that can be updated

  • Add user in column D.

  • Can create orders column H.

  • Can deliver orders Column E.

  • Can Cancel orders Column J.

  • Lower order Approval column K.

  • Upper Order approval column L.

  • Order notification column M.

  • Lower order notification column N.

  • Upper order notification column O.

  • Credit Notification column P.

  • Included in chained approval - chain approval only, column Q.

  • Delete - remove user from mini market, column R.


Update on screen

  1. Click on Admin Cogs icon at top of the page.

  2. Select Mini Markets and select the mini market you wish to update by clicking on the Name or the Edit icon.

  3. Click the Users tab, locate the user and click Edit.


Export one mini market

  1. Click on Admin Cogs icon at top of the page.

  2. Select Mini Markets and select the mini market you wish to update by clicking on the Name or the Edit icon.

  3. Click into the Import/Export tab and click Export Users, columns with [E] are editable, see the above list for all editable columns.

  4. Make the necessary changes and Save the file.

  5. Use the User Import section and click Select File to import the file back in.


Export multiple mini markets

  1. Click on Admin Cogs icon at top of the page.

  2. Select Mini Markets and Select Export/Import.

  3. Select the Mini Markets required, up to 8 can be selected at once. Or click All Users at the very bottom for all mini markets.

  4. Click Export Users, columns with [E] are editable, see the above list for all editable columns.

  5. Make the necessary changes and Save the file.

  6. use the User Import section and click Select File to import the file back in.

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