How to add and remove users (user permissions)

This article explains how to add, edit and remove users/user permissions.

You need to have the Group Administrator's permission to perform the steps outlined in this article.



Adding users


By following the steps below you can add users to your Cropster account:

  1. Log into the online platform C-sar.
  2. Click on the  Gear icon on the top right side of the page.
  3. Select Users by clicking on the dropdown. 
  4. Click on the green +Invite user button to send an invitation
  5. Enter the *Name and *Email address of the person you want to invite to your group.
    * is indicating a mandatory field.
    Screenshot 2023-10-17 at 12.24.31
  6. Assign a role or set up a customized user profile.
  7. Click Invite user to send an email invitation.

Roles in Cropster


There are four different type of roles can be assigned to users in Cropster: 

  1. Predefined roles
  2. Cropster Cafe roles
  3. Cropster Origin roles
  4. Custom roles 

Screenshot 2023-10-17 at 12.34.53

Predefined roles

Group administrator View and edit all data, including account and payment related information. 
Data manager View and edit all data, except for account and payment related information. 
Billing View billing related information. 
Roaster View and edit roasts and roast related information.
Public cupping Use Cropster Cup only
Evaluator  Enter cupping and green grading data. 

Cropster Cafe roles

Cafe manager View and edit Cafe information. 
Barista View Cafe related information.

Cropster Origin roles 

Mill manager  View and edit batches for Origin. 

Custom roles


By following the steps below you can customize the permissions for each user:
💡 If you select one of the pre-defined user profiles first and then switch to Custom, you will see the pre-assigned user settings for that role. 

  1. Select Custom to open the Manage advanced permissions section.
    💡The Custom role is available on all Cropster subscriptions.
  2. Check the respective checkbox next to the permissions you want to assign the user.
  3. Select View or View & Edit by clicking on the dropdown.
  4. Click on Invite user to send the email invitation.  

Screenshot 2023-10-17 at 13.00.01

When only View is selected, the user won't be able to make changes. 

Removing users 

By following the steps below your can remove users from your Cropster account: 

  1. Log into the online platform C-sar.
  2. Click on the  Gear icon on the top right side of the page and select Users.
  3. Click the Remove button next to the user you would like to delete.
  4. Confirm the deletion. 

Removing a roast technician from your Cropster account won't affect the already existing roast logs and other machine related information. 

FAQs


Can I edit the user permissions later on? 

Yes, you can. Follow the steps 1-2 written above and click on Edit permissions. Once you finished editing, finalize the changes by clicking on Update user.


Congratulations! You are now ready to add, edit and remove users/user permissions. 

Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com