Summary
Manage Customer Admin Users |
A new 'Administrators' section in the Admin Tool, where customer admins can control other team members' access by creating new users or editing existing ones |
Release date: October 25th 2023
- Enabled by default? - Yes
- Set up by customer admin? - Yes
- Enable via support ticket? - No
- Affects configuration or data? - Yes
- Roles affected: - Customer Admin
What's Changing?
A new 'Administrators' section in the Admin Tool.
Reason for the Change
To give Fuego customers more control over managing access to their Admin Tools.
Customers Affected
All Fuego Admin Tool customers with 'Customer Admin' users.
Release Note Info/Steps
Only users with the 'Customer Admin' role can access the Administrators section. From here it is possible to create additional 'Customer Admin' users.
- Using the side menu, select Administrators
The organisation's 'Customer Admin' and/or 'Customer Location Manager' users are then listed onscreen.
Creating Admin Users
- From the Administrators section, select Create New Admin
- Fill in the new user's personal details as required
- The Phone Number can be used later for two-factor authentication
- Make sure to provide the password to the user securely and privately
-
Then select an Admin Role:
- Customer Admin - The highest level of Customer access. Allows the user to view employees, manage other administrators, and manage and run tip payments (if applicable). This user can be assigned to multiple organizations if needed - see below for more details
- Customer Location Manager - This user will get access to one or more locations within a single Organization. Limited permissions and can only view and access the 'Tip Management' section - see below for more details
- Finally, select Create Account
Customer Admin Role
When selecting the Customer Admin role, some additional permissions settings are revealed.
-
Tips Management
- View Integration Page - provides access to be able to download imported 3rd party files or uploaded tips for all locations in the organization via the Integration Data section
- Manual Tips Import - allows users to upload tip data through the Tip Management section against a selected Location
- Organization - select the Organization(s) that this admin user will have access to
- Generate Direct Deposit Report - allows the admin user to download employees' Direct Deposit details in CSV format, via the Employees section in the Admin Tool
Customer Location Manager Role
This user has limited permissions and can view and access the Tip Management section only.
When selecting the Customer Location Manager, some additional permissions settings are revealed.
- Organization - select a single Organization
-
Location - this user can have access to one or more Locations within that Organization
- Manual Tips Import - allows the user to upload 3rd-party files manually through the Tip Management section against a selected Location
Two-Factor Authentication
Newly created Customer Admin and Customer Location Manager users will need to complete a two-factor authentication setup, which will be required upon their next login to the Admin Tool. Fuego recommends using the Microsoft Authenticator app.
If a Customer Location Manager is created without a mobile phone number the default supported two-factor authentication will be with an authentication app. Another supported authentication method is text message. This authentication method will be applied automatically if the user is created with a valid phone number.
Editing Existing Admin Users
User editing can be done only by Customer or Fuego Admins. Customer Admins can edit only the permissions set. To edit user details or disable an account, Admin users should contact the Fuego Support team.
- Go to the Administrators section and select Edit Roles against the desired user - use the Search tool if needed
A pop-up will display.
- Update the settings as required and select Update Roles
- To see the changes take effect, the edited user will need to log out and in again
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