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🙋 How do I add a user to 5-Out?

Updated over a year ago

To make the most out of your investment in 5-Out, we recommend granting access to everyone on your team who handles the following functions:

  1. Forecasting/budgeting

  2. Scheduling

  3. Purchasing

Reach out to support@5out.io to schedule trainings for new users.


👋 To add a user to 5-Out:

  1. Log in to 5-Out

  2. Click on “Settings,” the gear icon at the bottom of the menu on the left side of your screen

  3. Select “User Management,” the lock icon that appears below the gear

  4. Click “Invite New User” in the top right corner

  5. Provide user’s information:

    1. First name

    2. Last name

    3. Email

    4. Role

      NOTE: The role you select will impact the user's permissions within 5-Out)

      1. Account admin = complete management access to restaurants and customer information

      2. Restaurant admin = full management access to specific restaurants

      3. Restaurant editor = view and edit information about a restaurant (e.g. create and publish schedules and track purchases)

      4. Restaurant viewer = view but not edit data across the platform

    5. Restaurant(s)

  6. Click “Invite”

😎 The user will receive a 5-Out invitation in their inbox instantly.


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