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Settings & Administration
For admins — configuring how your org's Pantry works.
How do I add or remove a staff member?+
Settings → Users. Admins can invite new users (which sends them the invite-link flow), change someone's role, or remove access.
Where do I set up Locations, Tags, or Documentation Types?+
All under Settings — each has its own page (Locations, Client Tags, Visit Tags, Documentation Types) where an admin adds, renames, or removes entries.
Can I bulk-import an existing client list or visit history? (Pro)+
Yes, under Settings → Import Data. There are two importers: one for a client roster (name and phone required), and one for backfilling historical visits, which will match to an existing client by phone or create a new one automatically. Both give you a summary of what was created versus skipped, with reasons.
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