How to Create a User Account

Overview

Creating user accounts in VeriFood is simple and takes just a few minutes. This guide will walk you through the process of adding new team members to your VeriFood account.

Prerequisites

Before you begin, make sure you have:

• Admin or Manager permissions in VeriFood
• The new user’s email address
• Their assigned role defined (Admin, Manager, or Team Member)

Step-by-Step Guide

Step 1: Access the Users Section

1. Log in to your VeriFood dashboard
2. Click on Settings in the left sidebar
3. Select Users & Permissions from the menu
4. Click the Add User button in the top right corner

Step 2: Enter User Information

Fill in the following required fields:

Basic Information:

• First Name - The user’s first name
• Last Name - The user’s last name
• Email Address - This will be their login username

Role Assignment:

• Admin - Full access to all features and settings
• Manager - Can manage users, view reports, and configure locations
• Team Member - Can complete tasks and log data

Step 3: Configure Permissions

Set specific permissions for the user:

1. Location Access - Select which locations this user can access
2. Task Permissions - Choose which task types they can complete
3. Reporting Access - Determine what reports they can view

Example Configuration for a Team Member:

Locations: Kitchen 1, Cold Storage
Tasks: Temperature Logging, Cleaning Checklists
Reports: View only their own data

Step 4: Set Notification Preferences

Configure how the user receives alerts:

1. Email Notifications - Toggle on/off
2. SMS Alerts - Add mobile number if enabled
3. Alert Types - Select which notifications they receive:
   • Temperature alerts
   • Task reminders
   • Compliance notifications
   • Daily summaries

Step 5: Send Invitation

1. Review all information for accuracy
2. Click Send Invitation
3. The user will receive an email with:
   • Welcome message
   • Login link
   • Temporary password
   • Getting started guide

Email Preview:

Subject: You've been invited to VeriFood

Hi [First Name],

You've been added to [Company Name]'s VeriFood account as a [Role].

Click here to set your password and get started: [Link]

Your login email: [Email]

Step 6: User Activation

The new user needs to:

1. Click the activation link in their email (valid for 48 hours)
2. Create a secure password (minimum 8 characters)
3. Enable two-factor authentication (recommended)
4. Complete their profile setup

After Creating the User

Best Practices

Send them training materials:

• Quick start guide
• Video tutorials
• Role-specific documentation

Schedule onboarding:

• Walkthrough of their assigned tasks
• Overview of the dashboard
• Q&A session

Set up their first tasks:

• Assign sample tasks to practice
• Monitor their progress for the first week
• Provide feedback and support

Troubleshooting

User didn’t receive invitation email

Solution:

1. Check the spam/junk folder
2. Verify email address is correct
3. Resend invitation from Users page
4. Contact support if issue persists

User can’t access certain features

Solution:

1. Verify their role permissions
2. Check location assignments
3. Review feature-specific permissions
4. Update settings if needed

Need to change user role

Solution:

1. Go to Settings → Users & Permissions
2. Click on the user’s name
3. Select Edit User
4. Change role and save

Bulk User Import

For adding multiple users at once:

Step 1: Download Template

1. Go to Settings → Users & Permissions
2. Click Import Users
3. Download the CSV template

Step 2: Fill in User Data

The template includes these columns:

• First Name
• Last Name
• Email
• Role
• Location IDs
• Phone Number (optional)

Example CSV:

First Name,Last Name,Email,Role,Location IDs,Phone
John,Smith,john@example.com,Team Member,"1,2",555-0123
Jane,Doe,jane@example.com,Manager,"1,2,3",555-0124

Step 3: Upload and Review

1. Upload the completed CSV file
2. Review the preview of users to be created
3. Fix any errors highlighted in red
4. Click Import Users

Video Tutorial

Watch our step-by-step video guide: [Create User Tutorial] (2:45)

Related Articles

• Managing User Permissions
• User Roles Explained
• Setting Up Two-Factor Authentication

Need More Help?

If you have questions or run into issues:

• Live Chat - Available Mon-Fri, 9am-5pm PST
• Email Support - support@verifood.com
• Phone - 1-800-VERIFOOD

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Last Updated: January 2025