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      Promote Clients to Users

      Learn how to properly register and promote clients to users when using Single Sign-On (SSO) for authenticating employees, pantry staff, or volunteers.

      Introduction

      Single Sign-On (SSO) allows for seamless authentication by using a single set of credentials. However, new staff or volunteers must first log in as pantry guests/clients on the Online Client Portal to complete the registration process. This initial login is crucial to prevent issues with account creation.

      Steps for Promoting Clients to Users

      1. Complete the Registration Process

      1. Log in Using Single Sign-On (SSO): New staff or volunteers must log in as storefront users using SSO.
      2. Complete the Registration Form: Ensure that the registration form is fully completed and submitted. Incomplete registrations can lead to "ghost accounts," causing issues when attempting to recreate or manage accounts.

      2. Access the User Promotion Function

      1. Navigate to Admin Setup:
        • Log in to the pantry admin side.
        • Go to Setup and then select Users.
      2. Check for Promotion Button:
        • Look for the Promote to User button.
        • If the button is not visible, you will need to contact support. Send an email to support@pantrysoft.com to request this feature.

      3. Promote the Client to User

      1. Search for the Client:
        • Use the email address associated with the client to search in the system.
        • Paste the email into the search field and click Search.
      2. Verify the Client Record:
        • Confirm that the client record is correct. If needed, you can view the client details for verification.
        • If the record is incorrect, search again with the correct information.
      3. Promote the Client:
        • Once the correct client is identified, select Promote to User.
        • You will be directed to a window displaying various user roles.
      4. Assign User Roles:
        • Review the available user roles. For detailed information on core and additional roles, refer to our articles.
        • Choose the appropriate role(s) and click Save.
      5. Exit the Promotion Window:
        • Click Exit to complete the promotion process.

      4. Verify User Status

      • Confirm that the client is now listed as a user in the system and has the correct permissions.

      5. Delete the User's Client Record (Optional)

      If you're certain the staff member will not visit the pantry as a customer, feel free to delete their associated Client record (you might have seen it when clicking the Visit Client button in the previous step.)

      Perform the following steps to abandon and delete your staff member's Client record after you've saved them as a Staff User:

      1. Search for the Client.Find the Client record by going to PantrySoft > Client Search and entering your staff member's email address.
      2. Delete the Client RecordEdit the Client record and click Delete. More information on this process can be found in this article.

      Additional Notes

      • Incomplete Registrations: If registration is not fully completed, ghost accounts may be created, leading to issues. Ensure all new staff or volunteers complete their registration.
      • Role Review: Always review user roles to ensure proper access levels and permissions are granted.

      By following these steps, you ensure that clients are properly promoted to users, avoiding common issues and streamlining the onboarding process for new staff and volunteers. For further assistance or questions, please contact our support team at support@pantrysoft.com.