Adding new users to access ezManage
sign in to ezManage to give teammates access to manage orders, update settings, and view performance for your locations. Decision-makers can add users in minutes and choose exactly what each person can see and do.
Who can add or manage users
- Decision Makers can add and edit contacts for their store(s), set each person’s permissions, and update how they receive order notifications.
- Brand Admins always have access to all ezManage tabs and can manage users across locations.
- Standard users have permissions set by a Decision Maker or Brand Admin and typically cannot access Settings → Users & Permissions.
Note: Corporate brands may restrict what tabs even a DM can see; for example, some brands hide Marketing Tools for franchise DMs.
Before you add a user
- Confirm you’re a Decision Maker or Brand Admin; only those roles can add users and set permissions.
- Gather the new user’s full name, email, and phone number, and preferences for how they’d like to receive order notifications.
- Decide which location(s) the new user should access and what permissions they should be able to edit.
Add a new user (web)
- Sign in at ezmanage.ezcater.com.
- Go to Settings → Users & Permissions, or open a location’s settings to add a user to a specific store.
- If you manage multiple locations, choose the store(s) you want to manage first.
- Click Add New User, then enter the person’s name, email, and phone number.
- Select the store(s) this user should access. You can grant access to one or multiple locations now; you can change this later.
- Click Send Invitation. The user will receive an email to set up their ezManage access.
Set the user’s permissions:
- Open the new user in Users & Permissions, then click the Permissions tab to turn on the specific actions and tabs they should see (the “Standard User permissions”).
- Turning on permissions does not grant the titles Decision Maker or Brand Admin; those titles must be requested in ezManage and set up by our onboarding or partner success teams.
- Optional: Update the user’s order notification method (email/SMS) if needed.
Tip: If you’re adding an account specifically for a third-party integration (API), create the user, select the stores, send the invitation, then toggle the integration permission for that user under Permissions.
Managing and updating users
- Go to Settings → Users & Permissions, select the user, and adjust their store access or permissions at any time.
- Decision Makers can also edit a user’s contact details and transmission methods in the same area.
Troubleshooting
- “Whoops! This email address is already in our system”
This means the email already exists on ezCater. If you still need this person added to your location, contact Partner Success at partnersuccess@ezcater.com for help attaching the user to your store(s).
- The person is a returning employee who previously had ezManage access
If their old user was deactivated, Partner Success will need to reattach them to your store(s). Email partnersuccess@ezcater.com.
- I can’t see Settings → Users & Permissions
Your current account likely doesn’t have permission to access that page. Ask a Decision Maker or Brand Admin on your account to adjust your permissions, or contact Partner Success at partnersuccess@ezcater.com.
- I’m not a Decision Maker or Brand Admin
Ask a Decision Maker at your store to add you or update your permissions, or email Partner Success for assistance.
FAQs
- Can standard users add other users?
No. Only Decision Makers (and Brand Admins) can add or edit contacts and set permissions in Users & Permissions.
- Can I give a user access to multiple stores?
Yes. When adding the user, select all applicable locations; you can update store access later as your team changes.
- Can I limit what a user can see and do?
Yes. Use the user’s Permissions tab to toggle specific features and tabs for that person.
- How do I make someone a Decision Maker or Brand Admin?
Permission toggles don’t grant Decision Maker or Brand Admin titles. Submit a request in ezManage to change titles if needed.
If you have any questions, reach out to our to partnersuccess@ezcater.com