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Authorized Users

Xenial Portal 4-Dot Menu Suite Catering Accounts Authorized Users

Authorized users are able to access SuiteSpot—the fan-facing site—to place orders and manage account settings.

Note: It is possible to save an account without adding an authorized user.

To change the authorized user for an order, see Change Authorized User for Order

Add Authorized User

Xenial Portal 4-Dot Menu Accounts Authorized Users

To add an authorized user to an account:

  1. From the Xenial Portal, navigate to Suite Catering.

  2. From the menu on the left, select Accounts.

  3. From the Account List, select an account.

  4. From the menu on the left, select Authorized Users.

  5. From the upper-right of the Authorized Users area, select Add User.

  6. In the New User popup, type the email address of the new user.

  7. From the lower-right of the New User popup, select Create.

    • If the user to be added has been added as an authorized user of an account on the Suite Catering Admin Portal in another company but has not been added as an authorized user of an account in the current company yet, a message is displayed, asking whether to import the information of this user. Select Import to import all the information of the user.

    • If the user to be added has already been added as an authorized user of an account in the current company, an error message is displayed, stating that its email already exists.

  8. In the form, type the first name and last name of the user in the respective fields.

    • Required information is indicated by an asterisk.

  9. Under Phone Numbers area, type a valid phone number for the user. Type only numbers.

    • At least one phone number is required.

    • Assign one phone number as the user’s primary phone number by turning on the corresponding Primary toggle. If only one phone number is typed, its Primary toggle is turned on by default. If no country code is typed, the United States country code is used by default.

  10. Under Address area, select the Address field.

  11. In the Address popup, type required information.

    • Required information is indicated by an asterisk.

  12. From the lower-right of the Address popup, select Save.

  13. From the lower-right of the New User popup, select Save.

    • After selecting Save, a SuiteSpot registration email will be sent to the email address of the user to be added.

Edit Authorized User

Xenial Portal 4-Dot Menu Suite Catering Accounts Authorized Users

To edit an authorized user:

  1. From the Xenial Portal, navigate to Suite Catering.

  2. From the menu on the left, select Accounts.

  3. Select the user in one of the following ways:

    • Directly from the Authorized User List, or

    • From the Actions dropdown, select Edit.

  4. Update user information, as necessary.

  5. From the lower-right of the Address popup, select Save.

Primary Authorized User

Xenial Portal 4-Dot Menu Suite Catering Accounts Authorized Users

Information about the primary authorized user.

  • If an account has only one authorized user, this user automatically becomes the primary user.

  • An account may have only one primary user.

Assign/Remove Primary User Status

Xenial Portal 4-Dot Menu Suite Catering Accounts Authorized Users

To assign (or remove) primary user status:

  1. From the Xenial Portal, navigate to Suite Catering.

  2. From the menu on the left, select Accounts.

  3. Select the user in one of the following ways:

    • Directly from the Authorized User List, or

    • From the Actions dropdown, select Edit.

  4. Select the Primary User toggle to either assign or remove primary user status.

  5. From the lower-right of the Address popup, select Save.

Delete Authorized User

Xenial Portal 4-Dot Menu Suite Catering Accounts Authorized Users

To delete an authorized user:

  1. From the Xenial Portal, navigate to Suite Catering.

  2. From the menu on the left, select Accounts.

  3. From the Authorized User List, directly select the user.

    • Alternatively, select the checkbox next to each user, if selecting multiple users.

  4. From the Actions dropdown, select Remove.

    • The dropdown is hidden when selecting multiple users.

  5. From the upper-right of the Accounts area, select Save.