Add and manage team members

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Who is this article for?

Brand Admins or Brand Managers with user management permissions to create, edit, and remove team members within the Sephona Platform.

About Adding Team Members

Adding your staff as team members allows you to manage their access to the Sephona ecosystem, including the Platform and the kiosks.

By assigning specific roles ranging from Staff to Brand Admin you ensure operational security through Role-Based Access Control (RBAC). This allows you to track actions taken by specific individuals, manage store-level stock availability, and oversee brand-wide configurations.

 

Before You Begin

You add team members directly through the Sephona Platform. To create a profile, you will need the following:

  • The user’s first and last name.

  • A valid email address for login credentials and system notifications.

  • An assigned Store Location.

 

Add a Team Member

Follow this three-step flow in the Sephona Command Center to onboard new personnel.

Step 1: Basic Information

  1. Sign in to the Sephona Platform.

  2. Navigate to Users > User Overview > Add New User.

  3. Enter the team member’s First Name, Last Name, and Email Address.

  4. Select a User Permission from the dropdown menu.

  5. Select a Store Location from the dropdown menu if the user permission is set to staff or store manager.

  6. Click Next Step.

Step 2: Assign Permissions

Determine the level of access the user requires. Select one of the following roles:

 

RoleAccess LevelPrimary Responsibilities
Brand AdminFull Brand AccessGlobal control over all stores, billing, high-level integrations, and platform settings.
Brand ManagerMulti-Store ManagementManaging brand-wide menus (catalogs), store configurations, and pulling operational reports.
Store ManagerStore-SpecificManaging daily local operations, toggling stock availability, and monitoring local kiosk performance.
StaffDay-to-Day OperationsProcessing orders and performing standard in-store tasks under supervision.
  • Brand Admin: Full access to the brand, billing, global settings, and integrations.

  • Brand Manager: Manages brand configurations, cross-store menus, and reports.

  • Store Manager: Oversees daily store operations, toggles stock, and manages local devices.

  • Staff: Standard access for daily tasks, processing orders, and basic in-store functions.

  1. Click Review User.

Step 3: Review and Confirm

  1. Verify Information: Check the name and email for any typos.

  2. Confirm Role: Ensure the assigned permission level matches their responsibility.

  3. Click Confirm & Create.

Note: Once confirmed, the system encrypts their data and dispatches a secure welcome email allowing them to set up their password and access the Sephona ecosystem.

 

Edit or Manage a Team Member

You can update user details or change permission levels as your team grows or roles change.

  1. Go to Users > User Overview.

  2. Select the specific user from the list.

  3. Click Actions and modify the Basic Information (Name, Email, Job Title) or User Permissions.

  4. Click Save Changes to update the profile.

Deactivating Users

To maintain security, it is recommended to remove access for seasonal staff or former employees.

  • Locate the user in the Users > User Overview section.

  • Select the user and press Delete User.

  • Note: This will immediately revoke their access to Sephona.
     

Key Takeaways for Role Assignment

  • For your corporate team: Assign Brand Manager roles if they need to update menus for the entire franchise but shouldn't touch billing or global integrations.

  • For on-site leads: Assign Store Manager. This restricts their view to their specific location, preventing them from accidentally changing settings at another branch.

  • For security: Use the Staff role for anyone who only needs to use the Kiosk and should not have access to administrative settings or performance data.

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