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Add a New Contact

Updated over a week ago

It's easy to add a new team member who needs access to the 86 Repairs platform. Follow these steps to make sure they have access to requests for their location(s) and, when applicable, have the authority to approve dispatch, quotes, and overtime.

Navigate to the Customer Profile

The Customer Profile is where you can view everyone associated with your account.

On the "People" portion of your profile, click "Add Contact" to start the workflow.

Fill out the contact information

The following fields are required to create a new contact:

  • Their name

  • Their title at the restaurant

  • The role they should be assigned to

  • Their email address

You will also have the option to add a Preferred Name and a phone number for the contact.

To further enhance their access, we recommend setting their spending limit and whether or not they can approve overtime and close requests.

In the 86 Repairs system, a $500 minimum spending limit is required for a contact to approve dispatching a vendor.

Associate them with the correct store(s)

In order for users to view requests for a store, they must be associated with the store.

Associate the user by finding the row their location is listed and clicking the box in the "Access" column.

Save the contact

Once you've verified that the information you added is correct, click the teal "Save" button at the bottom of the workflow.

Your changes will go live as soon as you save your work. At this point, the new contact can use the email address that is listed in their contact information to access the 86 Repairs portal and app.

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