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Users

The users section is where administrators manage who has access to CateringCare and what they can do in the system. Each person who uses the system needs their own user account.

User roles

Every user is assigned a role that determines what parts of the system they can access:

RoleWhat they can do
AdministratorFull access to all parts of the system, including settings and user management
Catering serviceManages meals, menus, orders, reports, and kitchen for their assigned catering service
Kitchen staffAccess to the kitchen display only — see what to cook, write off production
DriverAccess to the delivery navigation screen only
CustomerCan place their own orders via the customer portal

Adding a new user

Go to Administration → Users and click + Create.

Fill in:

  • Name — the person's full name
  • Username — what they use to log in (usually their email address)
  • Email — used for password resets and notifications
  • Role — which role to assign (see above)
  • Phone (optional) — used for SMS notifications if enabled

Click Save. The user will receive an email with instructions to set their password.

Editing a user

Click on any user in the list to open their profile. Click Edit to update their name, email, role, or any other detail.

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If you change a user's role, the change takes effect the next time they log in.

Assigning a user to a catering service

Users with the "Catering service" role need to be assigned to a specific catering service:

  1. Open the user profile
  2. Click Edit
  3. Under Catering service, select the service they manage
  4. Click Save

A user can be assigned to multiple catering services if needed.

Resetting a password

If a user has forgotten their password:

  1. Open the user's profile
  2. Click Reset password
  3. An email with a reset link is sent to the user's registered email address
  4. The user follows the link to set a new password

Alternatively, the user can click Forgot password? on the login page themselves.

Deactivating a user

If someone leaves the organisation or should no longer have access:

  1. Open the user profile
  2. Click Edit
  3. Toggle the Active switch to off
  4. Click Save

The user can no longer log in. All their historical data (orders they placed, menus they created, etc.) is preserved.

warning

Always deactivate accounts when staff leave — do not share login credentials between people. Each person must have their own account.

Reactivating a user

If a deactivated user returns:

  1. Open their profile (deactivated users are still visible if you search for them)
  2. Click Edit
  3. Toggle the Active switch back to on
  4. Click Save

They can log in again immediately (they may need to reset their password if it has expired).

Permissions beyond roles

For more granular control — for example, letting a specific user see financial reports but not change settings — contact your system administrator. Advanced permission configurations may be available depending on your subscription.