Adding team members to your Porter Vendor Account

You can grant other team members permission to access your Porter Vendor Dashboard based on permissions you have set in Square.

Porter allows you to grant other team members in your Square account access to your Porter Vendor Dashboard. The level of permissions depends on what you have set in Square. Specifically, Porter has three distinct permission levels:

1. Vendor Admin - This permission level is reserved for the original creator of the vendor account. There can be only one "Vendor Admin" per Porter Vendor Account. Users with this permission level have full control over the entire Porter Vendor account and access to all locations within the account. Only Vendor Admins can disconnect their Porter account from the associated Square account and delete the Porter Vendor account.
2. General Manager - This permission level is set for any team member created in Square who is granted permission to access "All Current and Future Locations." General Managers can view and edit menu item availability and other functionality in Porter for ALL locations within the associated Square account. General Managers also have access to all group functionality including the ability to create and join groups, leave groups, invite other vendors to join groups, etc.
3. Location Manager - This permission level is set for any team member created in Square and limited to access only specific locations in Square. Location Managers can only view and edit menu item availability and other functionality in Porter for the location(s) to which they have access as set in Square. Location Manager CANNOT access any group-related functionality such as creating groups, joining or leaving groups, or de-activating a location's menu in groups.

To invite other team members to access your Porter Vendor Dashboard based on their specific permission levels set in Square, follow these steps:

1. Click on the hamburger menu in the top right hand corner of your Porter Vendor Dashboard.
2. Select the "Mange Team" option from the menu.
3. Click on the "Invite" button next to the team member to whom you want to grant permission to access your Porter Vendor Dashboard. This will send that individual an email inviting them to create a Porter account and access your Porter Vendor Dashboard based on the permission level you have set for them in Square.

 
For additional support in adding team members to your Square account, please see the following help articles provided by Square:

• Get Started with Team Management
• Add a Full Access Team Member

To set location specific access within Square, click on a team member's name and then "edit" by "Permissions." The follow these instructions:

1. Click on the blue "locations" name(s).
2. Select specific location(s) to which you want the team member to have access. This creates the "Location Manager" permission within Porter.
3. Alternatively, toggle ON "Assign to All Current and Future Locations" to grant access to ALL locations within your account. This creates the "General Manager" permission within Porter.