Add a new user to a customer's account
Find out how to add (invite) additional restaurant users to your customer's Cut+Dry account.
On this page:
Overview
When you first invite a customer to Cut+Dry, we send the invite to the restaurant's primary point of contact. If they need to add more users to their Cut+Dry restaurant account, either one of you can do it!
Tip: If the same user is involved with multiple restauraunts or customer accounts, they do NOT need to be invited more than once. Simply follow these steps to add that person to each customer account, using the exact same contact details.
Follow these steps to add a new user for one of your customers.
Add a new user to a customer's account
- Select Customers from the navigation menu.
.png)
- Find and select your customer.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
.png)
- On the customer's Profile tab, select the Invite New Users link and fill in the new user's information.
Tip: Either an email address or mobile phone is required in order for an invite to be sent.
- Select either the Invite via text or Invite via email button.Tip: If a phone or email field is not filled in, the corresponding invite button will be white and not selectable.
Result
The new user will receive an invitation from Cut+Dry at the contact method you chose. They will be automatically attached to the restaurant you created them under.
