Owner connects to Toast through Otter. For that to work, both Owner and Otter need their own employee logins in your Toast account. You add them yourself, because only you can create employees in Toast. This takes about ten minutes.
Before you start
You can log in to Toast Home with permission to add employees and change permissions.
Your Owner contact has given you a custom email address for the Owner login. It looks like
[email protected]. Ask them for it if you don't have it, and don't invent your own.Your Toast account has the Restaurant Management Suite. Without it, Otter won't appear with an Add Now button in step 4 below. See Buy the Toast Restaurant Management Suite.
Part 1: Add Owner as an employee
Go to your Toast Home dashboard at
toasttab.com/restaurants/admin/home.On the left hand side, click Employees, then under Employee Management click Employees.
Click Add New Employee.
On the right hand side, under Invite to create account, click Yes.
First Name:
Owner. Last Name:Integrations.Email Address: the custom address your Owner contact gave you.
Click Add.
Find Owner Integrations in the employee list and click the edit pencil.
Go to Jobs & Pay and check General Manager as the job title.
Go to Edit custom permissions and set the permissions in the table below.
Click Save.
Permissions | What to do |
1.2 Quick Order Mode | Enable this. |
4.1, 4.4 Gift / Rewards Card Reports, 4.5, 4.8 Marketing Info, 4.13 | Enable these. |
6.1, 6.2, 6.3, 6.4, 6.6 | Set each to Custom for this employee at this location, and Always enable. |
7.0 Device Setup | Enable this. |
8.4 Manage Integrations | Enable this. |
ℹ️ If a permission won't enable directly, set it to Custom for this employee at this location and then Always enable, the same way as the 6.x group above.
ℹ️ Permission 4.13 (Customer Credits & Reports) and access to the whole restaurant management group are what let you use the Guestbook.
⚠️ More than one location? Repeat Part 1 for each one by switching the selected location. If your account also has a Restaurant Group, your Owner contact handles the group-level permissions separately.
Part 2: Add the Otter integration
Click Integrations, then Browse & Purchase Integrations.
Type
Otterin the search bar.Click Add Now, then Confirm.
Click Integrations, then Configure Integrations, and check that Otter now appears in the list.
Part 3: Add Otter as an employee
This is the same process as Part 1, with different details. Otter needs its own login as well as the integration.
Go back to Employees, then Employees, then Add New Employee.
Under Invite to create account, click Yes.
First Name:
Otter. Last Name:Integrations.Email Address:
[email protected]. This one is the same for every restaurant, so use it exactly as written.Click Add.
Find Otter Integrations in the employee list and click the edit pencil.
Go to Jobs & Pay and check General Manager as the job title.
Go to Edit custom permissions and set the same permissions as the table in Part 1.
Click Save.
What happens next
Tell your Owner contact once both logins are in and Otter shows as an integration. They'll build your Owner menu in Toast and finish the connection on the Otter side. You don't need to do anything else in Toast until they come back to you.