Users & Roles

User management controls who signs in to your marketplace’s tools and what they can do there — your own operations staff, merchant teams, dispatchers, and drivers. Accounts are created and managed from your admin dashboard, and both the dashboard and the partner app adapt to each person’s role.

Where to find it

Dashboard → Settings → Manage User → Users (/configuration/manage-user/users/list). You need an admin or co-admin account to manage users.

Dashboard roles at a glance

The dashboard sidebar is role-aware — each role sees only the menus it’s allowed to use:

Role	What they see in the dashboard
Admin	Everything — full dashboard access
Co-admin	Everything — full dashboard access
Zone manager	Home, their zone, and the outlets within it
Outlet owner / outlet manager	Home and their own outlets
Franchise owner	Home, their franchise, and its outlets
Dispatcher manager	The orders report and the dispatcher panel

A typical marketplace gives admin/co-admin to the operator’s core team, zone manager to city leads, outlet roles to merchants who prefer a desktop view, and dispatcher manager to the delivery operations desk (see Dispatcher panel). The full menu-by-menu breakdown is in the dashboard navigation map.

Adding a user

1. Go to Dashboard → Settings → Manage User → Users (/configuration/manage-user/users/list).
2. Add a new user (/configuration/manage-user/users/add/new).
3. Fill in the account details:
   • Email — the login the person will use to sign in.
   • Password — an initial password; they can reset it from the sign-in page later.
   • Name and phone.
   • Role — one of the roles above, or a partner app role (below).
   • Permissions — fine-grained switches for what the account can do.
   • Status — whether the account is active. Deactivate rather than delete when someone leaves a merchant’s team; history stays intact.

Partner app roles and permissions

Merchant staff and drivers work from the partner app rather than the dashboard:

• Outlet owner — full control of their outlet in the partner app.
• Outlet user — day-to-day merchant staff. Access is permission-gated per person: choose whether they can manage orders, menu, drivers, customers, and reports.
• Driver — sees only their delivery assignments, navigation, and earnings.
• Franchise owner / franchise user — the same split, scoped to a franchise and its outlets. See Franchises.

Let merchants run their own teams

Give each merchant one outlet owner account and let them decide which staff get which permissions — you stay out of their day-to-day staffing while keeping marketplace-level roles to yourself.

Outlet-level users

You can also manage an outlet’s team from inside the outlet: open it from Dashboard → Outlets (/outlet/list) and use its Users page (/outlet/manage/:outletID/users/list). Handy during merchant onboarding, when you’re already configuring the outlet’s catalog and settings. See Outlets.

Driver groups and custom fields

Two companion tools for delivery teams:

• Driver Group (Dashboard → Settings → Manage User → Driver Group, /configuration/manage-user/driver-group/list) — organize drivers into groups, e.g. by zone or shift.
• Driver Custom Fields (/configuration/manage-user/driver-custom-fields/list) — extra profile fields you want captured per driver, such as vehicle registration or license details.

More on driver operations in Drivers.

Approvals

New outlets and drivers can be held in an approval queue before going live:

• Outlet Approval — Dashboard → Settings → Approval → Outlet Approval (/configuration/approval/outlet-approval/list). See Outlets.
• Driver Approval — /configuration/approval/driver-approval/list. See Drivers.

Sensitive actions

Some actions are gated twice — by role and by feature-level role permissions. Order editing, refunds, fee waivers, and cancellations are permissioned per role under Dashboard → Settings → Basic Settings → Feature (/settings/settings/feature-settings) — for example, outlet users can edit orders while refunds stay with owners. See Editing & refunds and Cancellations.

Troubleshooting

Problem	Try this
Someone can’t sign in	Check the account exists and its status is active; then point them at the logging in steps
A user can’t see a dashboard menu	The sidebar is role-based — check their role, or consult the dashboard navigation map for what each role sees
Merchant staff can’t open reports in the partner app	Their reports permission is off — the outlet owner (or an admin under Manage User → Users) can switch it on
A new driver can’t take deliveries	Approve them under Settings → Approval → Driver Approval (/configuration/approval/driver-approval/list)
A new outlet isn’t visible to customers	It may be pending Outlet Approval (/configuration/approval/outlet-approval/list) — see Outlets

Related: Logging in · Apps overview · Dashboard navigation map · Outlets