Create Login Credentials & Add a New User

A "User" is recognized in PantrySoft as a Pantry Administrator, Staff, and in some cases a Volunteer.

Create Login Credentials and Add a New User

Objective:

Create your login credentials in PantrySoft as a pantry administrator, set up an additional User Account. 

Key Steps:

1. Setting Up Login Credentials:
   • Check your email for an invite to set up your password.
   • Follow the link provided in the email and create a new password.
   • Log in with your pantry admin user account.
2. Adding a New User:
   • Go to Set Up > Users in the PantrySoft system.
   • Click on "Add New User."
   • Enter the name and email of the new user.
   • Instead of creating a password for the new user, send them the same email invite you received to set up their user account.
     • Select the check box next to "Send Email to Set Password"
   • Assign a role to the new user.
     • Review Knowledge Base article: User: Roles
   • Determine if the user has any additional roles (right hand side checklist).
   • Click on "Save and Exit" to add the new user to the system.

Cautionary Notes:

• Ensure that the new user receives the email invite promptly to set up their credentials.
• Double-check the user's role and access level to ensure they can access daily operational needs in PantrySoft.
• Encourage the new user to set up their credentials immediately after receiving the email invite.

Helpful Hints

• Refer to the knowledge base article on "User and Roles" for more information on user roles and additional roles in PantrySoft.
• Concurrent Users: Keep in mind that while you are allowed an unlimited number of User accounts within PantrySoft, your subscription tier dictates how many Users you can have logged in to PantrySoft simultaneously. If you try to exceed your allowed number, Users will automatically be logged out. Visit Pantrysoft.com/pricing for information on purchasing additional Concurrent users.