The below article walks you through creating a new user in the Touch application. To request a new user for the core system (i.e., MealSuite, Synergy, etc.) contact Support.
You can create a new user for only the Touch app for an account, and not the Touch Admin software. To do so, complete the following steps:
- In the Touch Admin software, from the left navigation pane, select User Management. The User Management screen appears, listing existing users.
- Click the Add New User button. The screen refreshes with the new user settings.
- Enter or select the following:
- Username - enter the username for the user that will be used to login to Touch.
- Email (optional) - enter the email of the user.
- Password and Password Confirmation - enter the password, and then confirm the password.
- From the Permission level, select user. This setting only allows the user access to the Touch app (and not the Touch Admin software).
- The next steps are to select the accounts the Touch user can access. From the list of available accounts, select the check boxes of the accounts the user requires access to. (Note that the accounts that are listed are the accounts that your user profile currently has access to.)
- Beside each selected account a Permission Profile drop-down appears. This determines what the user can access in the Touch app for that particular account.* From the Permission Profile drop-down for an account, select the permission profile to assign to the user for that account.
- Click the Create User button to create the user. You are returned to the User Management screen, where the newly-created user is listed.
*Permission profiles are set up by your MealSuite customer success manager (CSM) or support. Reach out to your CSM or support if you require edits to a permissions profile. If you are a MealSuite CSM or support, see the following internal article Managing Touch Permission Profiles.