Client States (Roles)

MyChoice Pantry 3+ uses client "states" to what features and actions are available to your clients. Earlier versions refer to this as "roles," inherited from the legacy WP-based access system

The default role, prompts users to make sure their information is up to date and household data is correct. If so, they can tap a button to "Send Info to Pantry:" Upon modifying and saving their household page, the system will notify the pantry and change the client's role to "Client Pending."

After a client has updated both their profile and household information and is waiting for approval to place an order. At this stage, the pantry has the opportunity to review, verify, and export the client's data to an external CRM or management software (if necessary). When the client has been confirmed/approved for ordering, the pantry should change the role to "Client Can Order" to allow them to place an order in-app.

In this flow stage (role), clients can only update their household information and re-send to pantry. No orders can be placed until the "Client Can Order" role is applied.

Applied to clients (manually, by their pantry) which allows them to place an order for pickup. The button to create a new order will only be visible to clients if their role is "Client Can Order" AND ordering is enabled by the pantry's settings.

The role applied to clients after an order is submitted for fulfillment. With this role, clients can not edit their household information or place a new order. The dashboard will show a card for their most recent order, with quick links for the QR pickup code, check-in, and other information related to their order.

If your pantry does not require manual approval to place new orders AND has  "order limit per period" set, clients with a newly-completed order will inherit this state, ultimately replacing the Client Default state when in between orders.