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How do I add new users to an Enterprise account?

Learn how to invite, edit, or remove users from your Enterprise Portal

👤 Who is this for? Enterprise Admin role

Invite users individually

  1. Navigate to the Admin Dashboard, select People & Groups

  2. Click Add Person and enter the employee’s email

  3. Assign the appropriate role or permissions

  4. The user receives an invitation to join

For bulk uploads, please reach out to your ezCater account manager.

Edit users

  1. Navigate to the Admin Dashboard, select People & Groups

  2. Find the employee you want to edit and click on their name

  3. Click Edit person to update their details. You can change:

    • Role (Admin, Viewer, Orderer)

    • Group assignment

    • Spending policy

  4. Save your changes and the updates will take effect immediately

Remove users

  1. Find the user in the People & groups management dashboard

  2. Click Remove next to their name

  3. 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.

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