1. Adding a new user
To add a new user to your store in Butler, follow these steps:
Go to your Store Settings from the menu on the left side of your screen in the Butler Panel.
Select the “Staff” tab at the top of the screen.
There you will see a detailed list of the Managers you have assigned to your store and your Staff, divided into categories as follows:
To add a new user as a Manager or Store Staff, click the button with the large plus (+) symbol in the corresponding category.
After clicking Add, a new window will appear where you can enter the email address of the new user.
Alternatively, if you have a dedicated device that the user will operate, enter the same email you used to log in to the Butler Panel on that specific device.Finally, once you have entered the user’s email, click Save, and the user will be added to your store.
2. How do I assign the necessary permissions to my staff?
Once you have added the desired users to your store by following the steps above, you can grant them specific permissions in the application. This means you can define exactly which actions they are allowed to perform during the order-taking and payment process.
*This applies only when adding Staff members, since when you add a Manager, they automatically have full access to perform any action available in the application, just like the store owner.
Select a user from your staff.
Once selected, a window will appear showing the available actions you can perform for that user. To assign permissions, click the “User Permissions” button at the bottom of this window.
The User Permissions tab is divided into three categories:
“Active”: Here you will find the active permissions already assigned to the selected user.
If it’s a new user, this list will be empty, as shown below:
By Category”: Here you will find the permissions that can be assigned to a user, organized by category.Each category contains sub-options that you can select individually.By clicking the checkbox next to the category name, you assign all the permissions within that category. For example:
In this tab, you can also choose which sub-options within each category you want to grant access to your staff.By clicking the arrow next to the category name, a detailed list of all sub-options will appear:
“All”: This tab includes every permission you can assign to your staff, displayed in a list format.
Once you have finished selecting the permissions, click the “Save” button at the bottom right of your screen.
3. Copying Permissions
You can copy the permissions already assigned to one user and apply them to another, saving time.
Go to the permissions of the user from whom you want to copy.
Click the two-sheets icon next to the user’s name.
A new window will appear where you can select the user to whom you want to copy these permissions.
Select the user, then click the “Copy” button at the bottom right of the screen.
Once the copying is complete, you will automatically return to the User Editing window.
4. Deleting a User / Removing User Permissions
Just as you can add users and assign permissions, you can also delete users or remove their permissions, depending on the needs and requirements of your business.
Deleting a User
From the menu on the left side of your screen, go to Settings.
Select the “Staff” tab.
Choose the user you want to remove from either the Store Managers or Staff, e.g.:
A window with options for the selected user will appear. To remove them, click the red trash bin button at the bottom of this window.
When you click “Delete”, a system message will appear asking you to confirm your choice, since deleting a user is irreversible.
Removing User Permissions
Go to the Staff tab in the same way as before and select the user whose permissions you want to modify.
At the bottom of the screen, click the “User Permissions” button.
In the “Active” tab, uncheck the boxes next to the permissions you want to remove, as shown below:
When you deselect a permission, it will automatically disappear from the list of active user permissions.
Once you finish, click the “Save” button at the bottom right of your screen.
If you want to apply the removal of the same permissions to other users, you can use the Copy Permissions feature, as described above.