You can assign different roles to your users to group them based on the area they work in.

Create a New User

Create a user entry in your Ventrata account settings.

In the Ventrata Dashboard, go to [user_name] > Account Settings.

Account Settings
Press the Users tab.

Users
Press the + New User button.

New User
Enter user name.

User Name
📒 NOTE
The 'Active' checkbox is ticked by default. When unticked, the user account cannot be accessed.
Enter the user's email address.

Email
📗 TIP
This address will be the user's username when logging in to the dashboard.
Enter mobile phone (optional).

Mobile
Select user account attributes:
- Notification email cc - the user will receive updates on all bookings
- Admin - the user has access to the entire dashboard, can create, delete and update user accounts and their roles
Notification Email Cc & Admin
Enter a supervisor pin (optional).

Supervisor Pin
📒 NOTE
This pin is used to override certain restrictions for sellers on terminal devices, for example, order cancelation.
Press the Create User button.

Create User

Grant User Access

Grant existing users access to roles, destinations and products.

In the Ventrata Dashboard, go to Supplier Settings > Grants.

Grants
Press the + New Grant button.

New Grant
Select a user from the list of existing users.

User
Assign one or multiple roles.

Roles
📗 TIP
A role is a set of permissions. Different roles may have different sets of permissions. Make sure you only give users permissions to areas where they really need them.
📒 NOTE
When a user is flagged as 'Admin', there is no need to assign a specific role which includes all of the permissions.
Keep 'Allow All Destinations' checked to allow the user to access all supplier destinations or restrict their access by disallowing specific destinations.
Keep 'Allow All Products' checked to allow the user to access all supplier products or restrict their access by disallowing specific products.

Allow / Disallow Destinations & Products
⛔️ WARNING
Disallowing a destination or product will hide any bookings, transactions or products (if a destination is disallowed) associated with the disallowed items.
Press the Create Grant button.

Create Grant