User Permissions on your Merchant Dashboard

The Yoello Permission System

User Management GIF
🔑 Our permission system allows you to control which staff can do what. If you want someone to only process orders whilst you focus on the menu, our permissions allow that.

FAQ Contents


I already have a venue and staff using the dashboard

Nothing will change for existing users. All existing* user accounts will have admin permissions automatically. If you do not wish for staff to have admin permissions you can go to the user management page and edit/remove permissions.

If you want to edit permissions or create new accounts, go to the relevant section in this FAQ.

*All accounts created on or before 31/01/2022


I’m new to Yoello

The first email address associated with the venue will automatically be given the admin permissions. If our Support staff have set the venue up for you, this will be the email address you provided them. Once you have set your password and logged in, you will have all permissions. If you set the venue up yourself it will be the email address used during set up. 

You can add new users and choose the permissions you want them to have via the user management page.


The Permissions

There are eight permissions, each of which grants staff access to a set of related features if they have it. 

No user can edit their own permissions.


Permissions Summary

Below are the different permissions you can give to your staff.

Tip: If you give someone Admin access, you only need to select 'Admin' and that will automatically give that person all permissions.

Please click on the specific Permission Type for a more detailed view of what permission will be given if this permission is added to a users account.

Permission Type

Overview

Venue Management Manage venue information, brand images and key settings e.g. Venue Address, Venue Logo and Trading Times
Order Settings Management Manage settings by order type, e.g. Dine-in table ranges, Delivery Fee and Collection Order Limits
Menu Management Manage the Items you sell and how they display to customers e.g. Set up Menus to group Menu Items, create Items and change their prices
Discounts & Promotions Management Create and manage discounts for your customers to use
Billing & Payments Managements Set up your ability to take payments, pay Yoello and view the money you’ve received
Reporting See financial information and reports on your venues such as total income and individual item sales
Refund Management Refund Finished customer orders
Order Processing Mark customer orders as Accepted, Declined or Finished
User Management Invite new users and edit permissions. Users can only add or edit permissions that they have and cannot edit an admin user
Admin Can create and edit other admin users and their permissions. Users with the Admin permission can only be updated by other admin users, will receive all permissions

Venue Management

  • Save changes to the venue details page
  • Save changes to the venue settings page
  • Create and copy the link to access your venue
  • Upload brand images
  • Edit and download QR codes

Back to Permissions Summary

Order Settings Management

  • Save changes to the general Order Settings page
  • Save changes to the Dine-in Settings page
  • Save changes to the Delivery Settings page
  • Save changes to the Collection Settings page

Back to Permissions Summary

Menu Management

  • Create edit and delete Taxes
  • Create edit and delete Subcategories
  • Create edit and delete Items
  • Create edit and delete Extras
  • Create edit and delete Preferences
  • Create edit and delete Menus

Back to Permissions Summary

Discounts & Promotions Management

  • Create and edit discounts

Back to Permissions Summary

Billing & Payments Managements

  • Access the Payments page
  • Access the Subscriptions page

Back to Permissions Summary

Reporting

  • Access the Dashboard page
  • Access the Reports page
  • Access the Reviews page
  • View statistics for this page on the venues-overview page

Back to Permissions Summary

Refund Management

  • Refund/void orders with a Status of “Finished“

Back to Permissions Summary

Order Processing

  • Access the New Orders page
  • Access the Open Orders page
  • Change the status of “Placed“ and “Accepted“ orders

Back to Permissions Summary

User Management

Users given this permission have to have all permissions apart from the "Admin" permission. This reflects that they will be able to create users with all these permissions.

Tip: You will need the "Admin" permission to give users the "Admin" permission.

Tip: You will need the "Admin" permission to remove the access of users with this permission from a venue.

  • Invite new users to access a venue
  • Invite existing users to access a venue
  • Remove users who do not have the Admin permission’s ability to access a venue
  • Edit the permissions of users who do not have the Admin permission

Back to Permissions Summary

Admin

⚠️ Users given the "Admin" permission have to have all permissions.

  • Grant and remove the Admin permission for other users
  • Remove Admin  users who do have the Admin permission’s ability to access a venue

Back to Permissions Summary

 


Adding new and existing accounts to your venue

This requires the User Management permission

Whether an email address already has a Yoello login or not you can add them to your account the same way. 

  1. Navigate to the 'User Management' page using the list of pages on the left of the Merchant Dashboard
  2. Click the 'Invite New Users' button on the top right of the page
  3. Enter the email addresses of the individuals you wish to have access to your venue. These individuals will all get the same level of access, for different levels of access you will need to repeat this process individually
  4. Tick the permissions you wish the entered email addresses to have (see Permissions Summary for details of all the permissions you can grant someone)
  5. Click 'Submit'
  6. After a few seconds, the modal will close and a success message will show at the top of the dashboard


Editing Permissions

This requires the User Management Permission and can not be performed on a user with the Admin permission unless you have the Admin permission.

  1. Navigate to the 'User Management' page using the list of pages on the left of the Merchant Dashboard
  2. Scroll to the user whose permissions you wish to edit and click the 'Edit Permissions' button to the right of their list entry
  3. Tick and/or Untick the permission you wish that user to have
  4. Click 'Submit'
  5. After a few seconds, the modal will close and a success message will show at the top of the dashboard
  6. When this user next logs in they will have their new permission set


Removing Users Access

This requires the User Management Permission and can not be performed on a user with the Admin permission unless you have the Admin permission.

  1. Navigate to the 'User Management' page using the list of pages on the left of the Merchant Dashboard
  2. Scroll to the user whose permissions you wish to edit and click the 🗑️ Bin icon to the right of their list entry
  3. Click 'Continue'
  4. Navigate to the 'User Management' page using the list of pages on the left of the Merchant Dashboard
  5. Scroll to the user whose permissions you wish to edit and click the 'Edit Permissions' button to the right of their list entry
  6. This user can no longer access the venue you removed them from


 

If you require any further support, please contact us on support@yoello.com, or your query on this support contact form.