Skip to main content

Allow managers to invite their team

Updated over 3 months ago

In Yokitup, each user is associated with a role.
The role defines the actions the user can perform and applies either:

  • at the organization level (all sites of the organization),

  • at the site level (a specific restaurant).


1. Reminder: who can invite users?

  • To invite a user, you need to be an Administrator.

  • A Organization Administrator can:

    • invite users at the organization level or on a specific site,

    • assign any role.

  • A Site Administrator can:

    • invite users only on their own site,

    • assign any role.

👉 Important: only Organization Administrators can create or edit roles.


2. Allow managers to invite their team

If you do not want to give Administrator access to site managers, you can still allow them to invite their own team members.

To do so, two conditions must be met:

  1. The manager’s role must include the User Management permission.

    • This permission allows the manager to invite new users.

  2. The roles that managers are allowed to assign must be configured accordingly.

    • In the role settings, activate the option:

      “This role can be assigned by users with the User Management permission”

This way, managers can invite their team members, but only with the roles you have made available to them.


Example

  • The Manager role includes the User Management permission.

  • The Team Member and Assistant Manager roles are configured as “assignable”.

  • Result: the manager can invite users with one of these two roles.

  • They will not be able to invite a new Administrator or any other non-authorized role.

Did this answer your question?