Adding New Users

Invite team members to your Puree account so they can help manage your catering operations.

Inviting a New User

Only admins can invite new users. Go to Settings, open Account Details, and select Manage Users. Click Invite User, enter their name and email address, and select their role. Once you send the invitation, the new user will receive an email with instructions to set up their account and create a password.

The number of users you can invite depends on your subscription plan. Each user must have a unique email address.

Which Email Address to Use

Every user signs in with their own address, and no two users can share one. If someone hasn’t got a work address, a personal one is fine. A Gmail or Outlook address works exactly the same, and it doesn’t limit what they can do in Puree: the role decides that, not the domain. The same address can also belong to more than one Puree account, so somebody who works for two caterers only needs the one login.

What’s worth avoiding is signing someone in as a shared mailbox like info@ or events@. Those addresses have jobs of their own:

• Your Account email address (Settings → Email Settings) is what customers reply to, and where copies of quote and order emails land. See Email Settings.
• Each task automation can send its reminders to an address of your choosing (Settings → Task Management). See Task Management.

Spend a shared address on a login and it isn’t free for either of those. It also ties the mailbox to one person: when they leave, you’re untangling a sign-in rather than simply removing a user, and nobody else can be invited on that address in the meantime.

User Roles

There are three roles available when inviting a user:

• Admin — Full access to all features, including settings, reports, and user management
• Member — Limited access. Members can create and manage quotes and orders but cannot access reports, settings, or manage other users
• Chef — Kitchen-only access. Chef users sign in straight to the Kitchen dashboard, where they see today’s orders in time order, filter by section or department, and tick off items as they’re prepared. They can also print dockets, use the kitchen production reports, and view the calendar and event briefs. They cannot see any quotes or financial information, and have no access to settings or user management

The Chef role is a standalone role — it can’t be combined with Admin or Member. It’s designed to give kitchen staff a focused, prep-only view without exposing the commercial side of your business. If someone needs both kitchen access and full account access, give them the Admin or Member role instead; they can still reach the Kitchen dashboard from the normal navigation.

You can change a user’s role at any time from the Manage Users page.

Managing Users

From the Manage Users page you can view all users on your account, change their roles, or remove them. Removing a user revokes their access immediately — their historical activity (quotes created, etc.) is preserved.

Tips

• Encourage all users to enable Two-Factor Authentication for added security
• Only grant admin access to users who need to manage settings and reports
• Review your team list periodically and remove users who no longer need access