1. Click on Add/Edit Restaurants from the My Restaurant Team Menu
2. Click on Add Restaurant
3. Enter the restaurant name (include the location for differentiation)
4. Enter this restaurant's website URL address
5. Click on Upload to add a logo that will appear on your Team Portal
6. Select the service style from the dropdown list that best fits your restaurant
7. Enter the number of tables this restaurant has
8. Enter the seating capacity for this restaurant has
9. Set to your time zone (UTC offset) optional
10. Select the Team Groups for this restaurant (If you have not yet set up Team Groups you can do so in the next step and then return here to add them.)
11. Check the Active flag to activate this restaurant
12. Click Add Restaurant to save

Note: Click on the Add/Edit Restaurants to display a list of your restaurants. The list will include a unique Restaurant ID for each of your restaurants. Team members will need this ID to log into the Team Portal.

1. Invite Managers
   1. Click on Add/Edit Managers from the My Restaurant Team Menu
   2. Click on Add Manager
   3. Enter their email address
   4. Select their access level
   5. Click on Invite Manager (sub-user)
   6. An invitation email will be sent. Managers must complete registration to be added to your account.
2. Edit Manager Roles/ Assign Restaurants
   1. Click on Add/Edit Managers from the My Restaurant Team menu
   2. Click on the + to expand the form for the manager to edit (Managers must complete registration to be added to the listing)
   3. Select the role for this manager
      1. Full Admin – Can add or edit restaurants, other managers, team groups and team members for all restaurants and share resources and courses
      2. Manage Team and Share– Can add or edit team members within their assigned restaurants and share resources and courses with team groups
      3. Manage Team Only – Can add or edit team members within their assigned restaurants
      4. Access Only – Can access RestaurantOwner.com but cannot edit team members or share resources with them
   4. Select the subscription plan that best fits their access needs
   5. Select the restaurants this manager has access to (Admin managers have access to all restaurants)
   6. Click on Save Changes

1. Click on Add/Edit Team Groups from the My Restaurant Team Menu
2. Click on Add Group
3. Enter a name for this group (i.e., Best Practice is to assign groups by position - Server, Line Cook, Host, etc.)
4. Select the restaurants that will use this team group
5. Click Add Group to save your changes

Setup Tip: Premium Plan members using Custom Training Modules are encouraged to create a Team Group labeled "Training Modules". This allows you to share content solely for the purpose of including it in your custom training modules but restricts it from showing in the Learning Resources section of the Team Portal.

1. Click on Add/Edit Team Members from the My Restaurant Team Menu
2. Click on Add Team Member
3. Enter a username for this team member (Usernames should be unique within your organization.(Best practices are to use the same identifiers you use for other systems such as employee number, POS login, etc.)
4. Enter the first and last name
5. Enter the email address where notices will be sent
6. Assign the Team Groups this user is a part of. Never assign a Team Member to the "Training Modules Only" team group
7. Add a password for this user (Best practices are to use the same passwords you use for other systems such as employee number, POS login, etc.)
8. Select the restaurant(s) this team member is assigned to
9. Click Add Team Member to save your changes

1. Click on Add/Edit Team Members from the My Restaurant Team Menu
2. Click on the email symbol to the left of the email address for the selected team member
3. An email will be sent containing a link to the team portal and their login credentials.

Note: The Sharing feature is only applicable when sharing with selected Team Groups and Restaurants, not individual Team Members. If you want to share with a single team member then you must create a team group and assign only that team member to it.

1. Sharing Resources
   1. Click on the Share This icon located on the upper left side of the resource page
   2. Select the Team Groups to share this resource with
   3. Select the restaurants to share this resource with
   4. All team members belonging to the selected team groups and restaurants can now view this resource from within the Team Portal
2. Sharing Courses
   1. Click on the Share Course button for the selected course
   2. Select the Team Groups to share this course with
   3. Select the restaurants to share this course with
   4. All team members belonging to the selected team groups and restaurants can now view this course from within the Team Portal
3. Sharing Training Videos
   1. Click on the Share This button for the selected training video
   2. Select the Team Groups to share this course with
   3. Select the restaurants to share this course with
   4. All team members belonging to the selected team groups and restaurants can now view this training video from within the Team Portal