7. Users

The Users tab of the IOK Platform was created to facilitate the management of people accessing the company's account, allowing control of permissions, adding new users, and configuring customized profiles according to each person's role.

All employees using the equipment can be added as users, with controlled and individualized access.

7.1 👥 How to Add New Users

To add new members to the account:

1. Access the "Users" tab;
2. Click on "+ User" and choose the option "Add New User";
3. Fill in the requested information:
   • Full name;
   • Email (which will be the user's login);
   • Phone number;
   • User type (profile with specific permissions);
   • Equipment groups that the user will be able to access.
4. Click on "Save";
5. The user will receive an email to accept the invitation and create the access password.

⚙️ Note: The administrator must define the user type and the groups, ensuring that each employee has access only to what is necessary.

7.2 🛡️ How to Create Custom User Types

The IOK Platform offers standard profiles (such as Administrator), but also allows the creation of new custom user types, with permissions adjusted to the needs of each operation.

Step by step:

1. In the "Users" tab, click on "+ User";
2. Choose the option "Create New User Type";
3. Provide the name of the user type (e.g., Manager, Chef, Technician);
4. Check the specific permissions that this profile will have:
   • Access to the Equipment tab;
   • Access to the Cookbook (Recipes);
   • Creation and editing of menus;
   • Full or restricted access to company settings, among others.
5. Save the new user type.

✔️ From now on, when adding a new user, this profile will be available for selection.

7.3 🔗 How to Merge Accounts

If different employees from the same company created separate accounts by mistake, the administrator can merge all accounts into a single official account for the company.

How to merge accounts:

1. In the "Users" tab, click on "Merge Accounts";
2. Provide the ID of the account that will be deactivated (the account that will be incorporated);
3. Confirm the process;
4. All data (menus, recipes, equipment, users) from the secondary account will be transferred to the official account;
5. After the merge, the deactivated account will no longer have access to the platform.

⚙️ Important: Only the administrator of the official account can perform the merge process.

📝 General User Management

In the main table of the "Users" tab, it is possible to view and manage all members of the account:

• Click on a user to see detailed information (name, email, phone, type, groups);
• Edit user type and access groups (only done by administrators);
• Edit personal data (name, email, phone – only by the user themselves);
• Delete user (revoking access to the platform).

⚙️ Tip: Deleting a user is permanent and prevents future access. Review permissions before deleting.

✅ Now that you have learned to manage users, congratulations! You have completed the IOK Platform manual.

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