Account Setup: User Types and Permissions

This article covers all of the account types that are set up by default during onboarding.

Account Types

The Buddi application has 3 main user accounts for retail clients:

1. General Staff Account (for all staff)
2. Store Admin Account / 'Retail Store Login' (for store managers / team leads)
3. Master Admin Account (for the owner)

• Additional staff accounts are created and managed by the Master Admin Account.
• Staff members can have various permissions allowing them to do different tasks inside of the Buddi application.

General Staff Account

• This login is for all staff to access the Admin Portal > Order Queue to manage incoming orders. Feel free to edit the permission settings as needed.
  
  

Here are the default permission settings for General Staff accounts:

1. Customer Queue: User can manage incoming Buddi orders.
    
2. Customer Listing:  User can see profiles of customers who have opted in for communications.
    
3. Customer Service: User can help customers build shopping carts and walk them through the different products (in the Kiosk app).
    
4. Age Verification: This is a hard age gate that requires users to sign up for a profile and be verified by staff in the back-end before they can access the menu.
   

Store Admin Account / 'Retail Store Login'

• This account is for store managers or team leads. It has full permission settings, including 'Manager', which allows the user to perform refunds in the Order Queue.
  • A red link will appear under the payment details: 'Refund Payment'
    
    

NOTE: General/other staff accounts must have the 'Refunds' permission enabled to perform refunds.

• Admins can also edit product content, apply Custom Branding, edit Store Settings (such as taxes and checkout messages / notifications), set up Promotions, and more.
  
  
• This is also the 'Retail Store Login' used to sign into the Buddi Kiosk app.
   

Master Admin Account

• This account is for the store owner. It has full permission settings like the Admin Account.
  
• The Master Admin Account is the only account that can access Buddi billing and manage other staff accounts (e.g. create/edit accounts and reset the passwords).
• A key difference is that the email/username is typically a functioning email address, for security purposes. This user has the ability to use the 'Forgot Your Password' function at the login screen:
   

Article: Signing into the Admin Portal