User management
User management within the dashboard has been released enabling Brands to manage their own users entirely.
Work completed:
Dashboard user management - user-side panel
When adding or creating a user the following fields will be available to edit:
First Name (mandatory)
Last Name (mandatory)
Email address (mandatory)
Department (options available from the Departments in the Positions table) (optional)
Job position (greyed out until a department is selected, then filtered to show the options for the selected department) (optional)
Job responsibility (mandatory). Select from:
Looks after a single location
Looks after a group of locations (countries, regions, areas)
Looks after one or more brands
Platform role (a drop-down of all roles within the account (optional)
It is possible to add additional locations to the user from all brands, venue groups and venues in the account, as well as the entire account.
It is possible to see a list of all locations the user has access to (within the selected account).
It is not necessary to have any locations assigned to save the user record.
Dashboard user management - notifications
When in the user side panel:
It is possible to add custom notification locations to the user from all brands, venue groups and venues in the account.
There will be a button to add a notification for each location level. Once clicked, a popup will show to add the new notification.
The admin must first select the location (location type filtered by the type button they clicked on) out of all locations in the account. The location name is searchable.
Once the location is selected, the available notifications for that location level are shown and it is possible to select one or more notifications to be activated for that location.
It is possible to see a list of all locations the user has notifications set up for, broken down by brand/venue group/venue.
Dashboard user management - user table
It is possible to navigate to the Roles and User admin screens from anywhere in the dashboard for users with the user management feature. The Users screen will be the default screen when the Yumpingo Users section of the dashboard is accessed.
Users List:
When viewing the list of users, the following are shown for each user:
Name (including first and last name)
Email address
Department (taken from their Job Position)
Job Position
Job Responsibility
Brand (i.e. brand on job level)
Group of Locations (i.e. venueGroup on job level)
Single Location (i.e. venue on job level)
Platform role (within the selected account)
Where the user’s primary account is different to the selected account, the following will be shown. All other fields will show a dash:
Email address
Platform role
It is possible to sort by each data point for users (i.e. if a table is used, sort each column alphabetically).
It is possible to enter a free text search and return users within the account that match the search on either the first name, last name or email address of the user.
It is possible to click a button to create a new user that will be associated with the account. If this is selected, the user-side panel will open with all empty fields.
Dashboard role management
It is possible to navigate to the role admin screens from anywhere in the dashboard for users with the user management feature.
Roles:
It is possible to view a list of all roles that are associated with a particular account and click a role to be taken to the details for that role
The list will state the name of the role and the number of users that have that role assigned.
Where an admin user has access to multiple accounts and is viewing the roles page, it is possible to select a particular account and all roles associated with that account only to be shown.
It is possible to search the roles within an account.
It is possible to create a new role associated with the account currently selected, specifying the name of the role and features that should be linked to the role
When viewing an existing role, the following details are shown:
Name of the role
Features associated with the role
When viewing an existing role, it is possible to edit that role and update any of the following:
Name of the role.
Features associated with the role
When creating or editing a role, it is possible to assign features associated with the account that the role will be linked to.
It is possible to remove a role
Venue Groups - weekly notifications
Notifications can be enabled for shared venue groups
If there are no experience issues:
The NPS/score question score, food & drink score, number of reviews, and number of Item reviews will be displayed.
If there are experience issues
There is a count of how many issues were reported
The top issues will be displayed
There is a link to more detailed reporting on the Venues page.