User accounts are created for Managers, Servers (Order Takers), Runners, Hawkers, and KDS Operators to log into and use Tapin2 applications. Please note that User accounts are not the same as Admin Users. Venue admin users are back office users with access to admin.tapin2.co; however, operations users are primarily designed for staff to operate a device such as an Order Taker, Hawker or KDS. For more information on creating Admin Users, please see: How to create a new Admin User.
Accessing the Users modal
- Click Operation Settings to expand the navigation pane on the left-hand side of the admin portal webpage.
- Click on Users
Adding Users
- Click the Add User button to bring up the user creation screen
- Fill out the user's information and select role:
- Full Name
- PIN – 4-digit pin FOH Users use to login into Tapin2 Applications
- POS Ref ID – Recommended for Internal Use Only. Used to identify user in logs.
- Roles:
- Manager - Approves actions in KDS, Hawker and Order Taker
- Server (Order Taker) – Creates orders in Tapin2 Apps.
- Runner - Delivers partial or complete orders from mobile users in a delivery area.
- Hawker - Sells items from a location.
- KDS Operator - Expedites food and/or drinks orders.
- Location - Limit devices a KDS Operator can see on login or products a Hawker can select. No other roles affected.
- Products - For Hawkers, select products and set load inventory.
- After filling out User information, click Save.
Editing Users
- Click the Pencil button to edit an existing user's settings.
- After editing User information, click Save.
Bulk Actions available on the Users page
Removing assigned delivery areas for server users
- Click the Clear Server Delivery Areas button.
- Click Yes to clear all delivery areas from server users.
Download all existing users
Typically used to make changes to the existing users. Useful when there are a lot of existing users.
- Click the Download Users button.
- The file will be downloaded in .xlsx format
Upload Users
Typically used after making changes to downloaded users spreadsheet. Can also be used to upload new users using a template, which can be downloaded on the Upload Users page.
- Click the Upload Users button.
- Drop the file into the window or click Drop files here to upload to select the file.
- Review the grid to be sure that the data is correct.
- Use the dropdown in the first column to ensure data matches up with the required fields
- Click Upload File to complete.
Managing Users
- Search Users – The User Search bar can be used to search for users within the venue
- Server Column – Denotes whether a User is a Server or Runner. Servers have a Green Mark and Runners have a Red X
- Active Column – Denotes if a User is Active. If a User is inactive they are unable to log into the Tapin2 applications. Click the Green Check Mark to Deactivate a User. Click the Red X to Activate a User, you will need to enter the User’s pin when prompted to re-activate a user.
- Active User Filter – When checked only Active Users will be displayed. When unchecked all users will be displayed
- Delete a User – Click the Trash Can icon to delete a User