Connect Accounts in Enterprise for Appetize

Description: You'll learn to set up and manage Connect accounts in Connect Online, including creating user accounts, assigning roles, access levels, venue assignments, temporary access, and reviewing account history.

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A Connect account allows a user to have access to Connect Online to view reports, configure settings, access orders, etc.

Note: A Connect Role must be created prior to creating a Connect account.

Configure Connect Accounts

Select the Connect Accounts icon under the Accounts section on the Enterprise Corporate Dashboard.

Main overview

• Search bar: Searchable by any field header.
• Filter: Sort by any field header; by default, the page is sorted alphanumerically by Login.
• Delete: Delete the Connect account. 
• Login: User's Name
• Login id: The username to log in to Connect. 
• Type: Venue or corporate level access. 
• Role: Connect role and associated access level. 

Add Account

1. Select Add Account in the upper right corner.
2. From the type dropdown, selet Connect.
   
3. Fill in the fields below.
4. • Enterprise Level: Access on the Corporate or Venue Level.
   • Name: User's Name.
   • Email: User Email
   • Login ID: Username to access Connect
     • Login ID is a globally unique field that cannot be reused if an account is deleted.
   • Password: Password to access Connect
   • Force Password Reset: If set to yes, it requires the user to reset the password as configured in Security Settings.
     • This setting allows users to configure their own password.
   • Connect Role: Choose the appropriate Connect Role to allow access.
   • Is Active: Set to No if the user should no longer have access to Connect, but the account can't be deleted. 
   • Is Temporary (Optional): This allows a user temporary access to Connect that will expire based on the time frame chosen.
5. Select the Save button in the lower right corner when complete.
   

Venue Assignment

Note: The account must be saved before assigning it to a venue.

1. Select the Venue Assignment tab after saving the account.
2. Select Add Venue to view the available venues in the Corporate.
3. Select Assign to add a venue.
4. Once added, there is an option to give Temporary Access to that specific venue.
   • Select Yes and fill in the Start Date and Expiration Date if applicable.
     

History

The History tab shows changes made to properties within the Connect Accounts module.