Resources

Help guides and articles for your catering business.

Help Topics

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 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 Manage Users page, with arrows pointing to the Manage Users category in the sidebar and the Invite User button

You can invite an unlimited number of users at no additional cost. Each user must have a unique email address.

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