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Managing Users in Press Start: Inviting, Editing, and Removing Users with Access
The Users page in Press Start is an essential tool for effectively managing access to your platform. In this guide, we'll explain how to use the Users page to add, edit, and remove users with access to Press Start, invite users via email, configure PINs for quick account switching, and assign different roles to restrict access to certain areas of the app.
Here's what you'll learn in this guide:
- Navigating the Users Page: Get an overview of the Users page, its features, and the tools available to help you manage access to your platform.
- Inviting New Users: Learn how to invite users by sending an email invitation that allows them to accept the invite and set a password for their account.
- Editing and Removing Users: Discover how to edit user information or remove users who no longer require access to Press Start.
- Configuring PINs for Quick Account Switching: Understand how to set up a PIN for each user, enabling them to quickly switch between accounts in shared screen environments, such as when multiple bartenders use a single iPad.
- Assigning User Roles: Explore how to provide users with different roles that restrict access to specific areas of the app, ensuring a secure and controlled environment.
- Reviewing the Roles Matrix: Gain insights into the permission capabilities for each role by referring to the roles matrix, enabling you to make informed decisions about user access levels.
By the end of this guide, you'll be proficient in using the Users page to manage access to Press Start, including adding, editing, and removing users, as well as configuring PINs and user roles. With these skills, you'll be able to maintain a secure and efficient platform that promotes collaboration while protecting sensitive data. So let's get started and unlock the full potential of the Users page!