When setting up a Toast Scripted Integration in SocialCrowd or OneBite, there are a few additional steps that need to be taken outside of the app. This article details those steps to ensure a smooth process when activating your metric.
Step 1: Find Employee List
Navigate to the Employees section in your Toast POS portal. You can find this on the side navigation.
Important Note:
Before you get too far, ensure you’re on the right location. If you only have 1 location, you can ignore this, but if not, scroll down to the bottom of your Toast portal and ensure the Restaurant ID is for the location you plan on integrating.
Once you are in the Employees section, click the 2nd option you see, called Employees.
Step 2: Add SocialCrowd
Click the Add Employee button at the top of this screen to bring up a side menu to create a new employee in your Toast Portal.
In this section, set “Invite” to “Yes” (note: this likely will be set to yes by default). Name the user First Name - Social, Last Name - Crowd, and set the email to report-ingest@getsocialcrowd.com. You can set a job for the user and create an employee ID, which can be whatever you want.
Step 3: Set Permissions
Once the user is created, click on their name to bring up their profile.
In their profile, click Jobs & Permissions
Click Permissions and scroll down until you see Section 4 - Restaurant Admin, and set the permissions active.
If you already have user types set up in Toast you can simply make SocialCrowd an Admin or Manager user to ensure they have the Restaurant Admin permissions mentioned above. If not, you’ll have to set these permissions to true manually.
