Corporate Accounts require both effective user management and tailored budget enforcement to ensure smooth operations, compliance, and financial oversight. This article outlines step-by-step processes for adding or removing users.
Adding and Removing Users to ezCater's Corporate Account
Invite Users Individually
Navigate to the Admin Dashboard, select “People & Groups.”
Click “Add Person.” Enter the employee’s email.
Assign the appropriate role or permissions.
The user receives an invitation to join.
For bulk uploads, please reach out to your ezCater account manager.
Edit Users
Navigate to the Admin Dashboard, select “People & Groups.”
Find the employee you want to edit and click on their name.
Click “Edit person” to update their details. You can change:
Role (Admin, Viewer, Orderer)
Group assignment
Spending policy
Other profile information
Save your changes. The updates will take effect immediately.
Remove Users
Find the user in the People & groups management dashboard.
Click “Remove” next to their name.
Removing a user immediately revokes access and can trigger automated provisioning adjustments if SCIM is enabled.
Automated Onboarding (SCIM/SSO)
For large organizations, leverage SCIM or SSO integrations to automatically provision user accounts based on your company’s identity provider. Contact your IT team or Account Manager for setup details.
For any questions reach out to your account manager.