Sign into your Corporate Admin Tool, hover over “Ordering Permissions” and select “All Permissions”.
To add a new budget, click on the blue “Add New Permission” button.
Enter the name of this budget and select whether you want this budget to be available for a set number of Hours, or if it should be available on a weekly basis. If it is for Hours, select the first day this should become available, and enter the Start and End times. Select which days of the week it should apply for, and whether you want this budget to repeat during those days/times every week by selecting the “Repeats” toggle.
Indicate whether this budget can be available for delivery to Any Location, or if it should be tied strictly to the location(s) on the account. Also indicate whether the Budget should be hidden or if the dollar amount can be visible to the users. Lastly, select whether Expense Comments are Off, Optional or Required.
Once you click the “Add Permission” button, you’ll need to scroll down on the next page to where it says “Employee Ordering Access”. Select which group should have access to this budget, and enter the dollar amount. Hit “Save Permission”.
To modify an existing Budget, go to the “All Permissions” tab again and select “View” next to the applicable budget. You can adjust the groups and budget amount in the “Employee Ordering Access” section at the bottom of this page, or you can click the “Edit” button to adjust things like the Budget Name and Location.
Can I set up specific budgets for holidays?
Sure can — You can create as many ordering permissions as you’d like, with whatever time frame that you would like. Keep in mind the ordering permissions repeat, so make sure to uncheck the repeat box if you’re setting up a one time budget or event.
Can I change an ordering permission after it starts?
No. You will have to delete the permission and create a new one that includes the change.
A user is not seeing their credit and/or is being asked to enter their personal credit card upon checkout, please help!
There could be a few reasons:
The account the user is using to order is not tied to a corporate account. If the employee is tied to the corporate account, please check that a welcome email has been sent and that the employee registered their account.
The user is signing in using the wrong email.
The user is on the account but not tied to a group.
The user is tied to a group that is not tied to an active ordering permission. A group must be tied to an ordering permission in order for users to have access to their budget.
The order exceeds the amount budgeted to the user (credit card may be required to cover overages).
The user is attempting to order outside of your company’s allotted ordering times.
Budget permissions are often location-specific. Is the user ordering to the office? Or trying to order elsewhere?
How do I add multiple locations to my Line of Credit (LOC)? You can set up (up to 50) office locations under a single LOC. Previously, your LOC was restricted to one location. Employees assigned to the LOC can then use it at any office by simply choosing the location they are in. You can also create ‘groups’ of employees with different budgets under the same LOC that can apply over multiple locations. Contact your Client Success Manager or Client Relations to set this up.
My employees are located on multiple floors and need deliveries to arrive by floor; can I specify that in my corporate account? Yes, you can add separate ordering permissions to reflect each floor (location).
We have employees that travel; are they able to use their corporate account on the road? Yes! You can create a permission that allows for users to order anywhere. They can order anywhere across the U.S. that Seamless/Grubhub is available.