User Accounts Management

The User Accounts management feature allows you to grant different individuals access to the same Libro account but with distinct functions and access levels. Each user has their own login credentials (email/password), ensuring security and personalized alert settings.

Create or Modify a User

To manage users, you must be logged into Libro as an Admin user.

Step 1: Access User Accounts

1. Access your Libro Back-Office.

2. In the left-hand menu, click on User Accounts.

3. To add a new user, click on + Add User.

4. To modify an existing user, click the edit icon (pen) on the right side of the user's row.

Note: The user you are currently logged in with will not be displayed in the User Accounts list. You can modify your own profile in the My Profile tab.

Step 2: Enter User Information and Communication Language

1. User Information: Fill in the required First name, Last name, Email, and Phone.

2. Communication Language: Select English or French. This setting ensures all communications from Libro (such as notifications or important updates) will be delivered in the language selected by the user

Step 3: Define the User Role

Choose the appropriate access level for this user.

User Roles 

Libro offers four distinct user roles, each providing a specific level of access to the system to perfectly match the user’s responsibilities and required functions:

Role	Description and Access
Supervisor	Full Administrative Access (All Locations): This role grants the highest level of access across the entire Libro account. Supervisors can manage all user accounts, customize global notifications, and access all account and restaurant configurations. They have full access to both the Back Office and the Dashboard for every restaurant linked to the account.
Manager	Administrative Access (Assigned Locations): This role is designed for managers overseeing specific location(s) in a multi-restaurant account. Managers have access only to the restaurants assigned to them. They can manage essential operational settings, including editing floor plans, staff codes, Reports, Ticketing settings, and Surveys & Reviews configurations for their assigned locations. They also have permission to send marketing campaigns for those locations.
Staff	Reservation Management Access: This role provides limited access focused purely on daily front-of-house operations. Staff users can view, add, and modify reservations only. They do not have access to administrative settings, floor plan modifications, the Marketing Campaign section, or any other Back Office settings.
Notification Only	Profile and Alert Access: This role is primarily for receiving system alerts and notifications. Users can receive all assigned alerts (notifications) but are restricted from accessing the Dashboard. They can log in to the Back Office only to modify their personal profile information (name, email, password), but they cannot edit their notification preferences.

Step 4: Assign Restaurants (for multi-restaurants accounts)

1. Under Assigned Restaurants, click Edit to select the restaurant(s) this user will have access to.

   • Note: By default, all restaurants of the account are selected for the supervisor role. 

2. From the list of locations, select the restaurant(s) you want the user to have access to.

3. Click "Apply Selection".

Step 5: Configure Notification Preferences

Scroll down to the Notification Preferences section.

1. Global Settings: Select the desired notification channels (Email, Push, or SMS) for general activities like Reservation, Review, Chat, Ticketing, and Weekly Performance Report.

   • You can also define the frequency of alerts for Reviews (e.g., Immediately after each review) using the dropdown menu.

   • For a complete guide on activating Email, Push, and SMS notifications, please refer to the article Activate and Manage Your User Notifications.

   • Note on Push Notifications: To receive push notifications, you must also enable them on your mobile device.

2. Customize Notifications by Restaurant (for multi-restaurant accounts only):

• If your account is assigned to multiple restaurants, you will see a section titled Customize notifications by restaurant.

• By default, the global Notification Preferences you set above will be applied to all assigned restaurants ("Using defaults").

• If you wish to override these settings for a specific location, you can click Edit next to the restaurant name (e.g., "Monday's Coffee") to set custom notification preferences just for that restaurant.

Step 6: Set Password and Save

1. In the Set Password section, create and confirm the user's password.

2. Click Save User to finalize the account creation.

Modifying Your Own User Profile (My Profile)

The account you are currently logged in with is not displayed in the main User Accounts list. To modify your personal information, communication language, password, or notification preferences:

1. In the left-hand menu of the Back-Office, click on the My Profile tab.

2. On the My Profile page, you can update your:

   • First name, Last name, Email, and Phone.

   • Communication Language (English or French).

   • Password (via the Change Password section).

   • Notification Preferences (via the section below the User Information).

3. Click the Save button to apply your changes.

Note: Notification preferences cannot be modified in My Profile for Staff user accounts. These change can be made by a Supervisor through the list of User Accounts.