Every staff member should have their own account, and every account should have a role that matches what that person does.
Individual accounts mean Carrot can track who took each action, like replying to a customer chat, assigning a profile, or changing an order's status (shown in the order's Order History). Roles control what each person can see and do once they're signed in, including whether they can view the dashboard and reports.
Built-in roles
Carrot comes with three roles you can use right away. Go to Settings → Roles to see them.
Manager: Can access all functions in the admin app, including online store settings, text blasting, user management, and reports.
Budtender: Can access order management workflows, and can redeem points for a customer from their profile.
Marketing: Can access customer exports and marketing tools, including the promotion editor.
Built-in roles can't be edited or deleted. If you want a version of one with different permissions, duplicate it (see below) or create a custom role.
Creating a custom role
Custom roles let you choose exactly which permissions a staff member has. A common example is a manager who should run day-to-day operations but shouldn't see sales and performance reports.
Go to
Settings→Rolesand clickNew RoleEnter a Role Name and a short Description so your team knows what it's for
Tick the permissions this role should have. Use
Select allnext to a group to grant the whole group at once. The panel on the right shows a running summary of what you've selected.Click
Save
Every role can sign in to the admin app. The permissions decide what else they can do:
Orders
Check-in: Check customers in when they arrive
Order fulfillment: Work pickup, delivery and drive-thru orders
Customers
Customers and chat: Browse customer profiles and reply in customer chat
Rewards
Points adjustments: Add or remove customer points
Redemptions: Redeem rewards for a customer from their profile. Anyone with this permission sees the Redeem Points button on the customer profile, even without Points adjustments.
Program settings: Manage the rewards program, missions and levels
Marketing
Blasts: Send SMS and push blasts
Promotions: Create and edit promotions
Promo codes: Create and edit promo codes
Automations: Create and edit marketing automations
Segments: Create and edit customer segments
Reports
Reports: View the dashboard and sales and performance reports
Management
Store and company settings: Store editor, template text, inventory, billing and account settings
Order method settings: Configure pickup and delivery availability, hours and zones
Menu displays: Manage in-store TV menu displays
Staff and vehicles: Create and edit staff accounts and delivery vehicles
Roles: Create and edit staff roles
Tip: Be selective with the Management group. Anyone with the Staff and vehicles or Roles permissions can change other people's access.
Changes apply right away. When you change a staff member's role, or edit a custom role's permissions, the change takes effect immediately for that person. There's no need to wait or have them sign out and back in.
Editing, duplicating, or deleting a role
Go to
Settings→RolesClick a custom role to open and edit it, then click
SaveClick the
⋮menu on the right of any role toDuplicateit. Duplicating is the fastest way to make a variation of an existing role.Custom roles can also be deleted from the
⋮menu. Built-in roles can't be deleted.
Assigning a role to a staff member
For a new staff member
Go to
Settings→Staffand clickNew StaffFill in their Name, Email, and Phone
If they make deliveries, turn on the
Is a delivery drivertoggle. This is required for them to appear when you build delivery routes.Under Role, select the role they should have. All built-in and custom roles appear here.
Set a Password and copy it before saving. You'll need to give it to the staff member directly.
Click
Save
Each staff member needs their own email address. If you save an account with an email that another staff member already uses, Carrot shows "A staff member with this email already exists." and the account isn't saved until you use a different email.
For an existing staff member
Go to
Settings→Staffand click the person's nameSelect a different role under Role
Click
Save
The Staff list shows each person's current role in the Role column, so you can review your whole team at a glance. Turn off Active Only to include deactivated accounts.
Frequently asked questions
Who can see reports?
Anyone on the Manager role, or on a custom role with the Reports permission. If someone shouldn't see the dashboard or sales and performance reports, give them a role without that permission. On accounts with the new Reports section, staff without the Reports permission land on the first page their role allows when they sign in (for example, Check-in for Budtenders).
Can I give someone Manager access but hide reports?
Not with the built-in Manager role, since it includes everything. Create a custom role, use Select all on every group except Reports, and assign that instead.
Who can redeem points for a customer?
Anyone with the Redemptions permission, which includes the built-in Budtender role. They'll see Redeem Points on the customer profile. Adding or removing points is separate and needs the Points adjustments permission.
Can a driver have any role?
Yes. Driver is a toggle on the staff member's profile, not a role, so it works alongside any role.
Why does every staff member need their own account?
Carrot ties actions like customer chats, profile assignments and order status changes to the signed-in account. If several people share one login, there's no way to tell who did what.
How can I reset a password?
Any built-in Manager role or custom role with the 'Staff and Vehicles' permission will have the access to reset a password. Click into the staff account that needs reseting and scroll to the bottom, click 'Reset Password' and save at the top right.