DoorDash Set Up Instructions

We will need DoorDash Merchant Portal and DoorDash Invoice Portal (High Radius) access (if you use this platform) in order to get access to revenue details, along with details for tips and charges related to using third third party platform. Below are the steps on how to give access to both.

Creating a New Third Party Doordash Merchant User (Business Admins Only)

If your Doordash Merchant user has Business Admin permissions, please create a third party account for us using the steps below. This will allow us to pull the invoices we need each month:

1. Login to DoorDash

2. Choose Manage Employees (if you do not have this option, your account only has Store Manager permissions)

3. Create a new admin user with this information:

   1. Name: Ceterus Bookkeeping

   2. Email:   access+LastNameDD@ceterus.com

   3. Role: Store Manager or Business Admin (these are the roles with reporting access, NOT Store Operator)

4. Reply to this message letting us know the user has been created. We will need to accept the emailed invitation.

5. If you run into any issues during set up, please reach out to DoorDash at the number listed on their Merchant Support Page and request they create one using the info and specific email address in step 3 above.

Updating DoorDash Merchant User Permissions (Business Admins Only)

If you created our third party user but did not make us a Business Admin or Store manager, use these simple steps to update our Role:

1. Login to DoorDash

2. From the left hand menu, scroll to Settings > Manage Users

3. In the search bar on the page, search “Access”. The user you created for us should populate. Then click the arrow on the far right.

4. Under Role click Edit.

5. Choose Business admin or Store Operator, then click “Select role”.

DoorDash Merchant Portal Invoice Set Up (Store Managers Only)

If you do not have Business Admin permissions on your account, you do not have the option to create or manage users. You can contact Doordash Support directly if you wish to request your role be upgraded to Business Admin so you can complete the first set of steps above.

Otherwise, please set up the Financials Reports to be sent to you monthly, which you will then download and send to support@ceterus.com.

1. Login to DoorDash

   1. If all locations in your account belong to you, stay on the general home page versus going to an individual store page. This will allow you to create a report that includes all stores.

   2. If there are locations on your account that do not belong to you, you will have to set up recurring monthly reports for each applicable location separately.

2. Go to Reports

3. Click Create Report

4. Under Channel, choose Marketplace (it should default to this option)

5. Under “Choose report type”, choose Financials.

6. Under “Choose the type of financial data”, check all boxes (Transactions Breakdown, Error charges/adjustments, and Payouts)

5. Under “Customize your report”, choose “Set up recurring schedule”. Under Choose a schedule, choose “Monthly”.

6. Scroll up until you see the Summary section on the right. Then click schedule report.

7. Reports are emailed by the 5th of the month each month. When you being receiving the monthly emails, please forward them to support@ceterus.com. If we requested prior months reports from you, please see the next section below.

DoorDash Merchant Portal Prior Reports:

If we are completing clean up work for you OR if reporting access was set up after the month(s) we need have passed, we will need the applicable previous months' reports (one report per month).

Please use the following steps to create, download, and send us the missing prior month(s) Doordash reports (one report per month):

1. Follow steps 1 - 4 above.

2. When you get to “Customize your report”, choose One-Time Report

3. For the “Date Range” - select the dates for the missing month (one month per report)

4. For “Choose locations” - Select all applicable store(s)

5. Request your report: you’ll receive an email confirming it’s in progress and a second one letting you know when it is ready to download.

6. If more than one month is required, repeat the steps as needed until all months missing months are downloaded.

DoorDash Invoice Portal (High Radius)

Note: If you do not utilize this portal, please let your Activation Coordinator know.

1. Log into your account at the DoorDash Invoice portal here.

2. From your dashboard, click Manage Contacts. Then Add Contact.

3. Fill in the below fields with the following information, then click Submit:

• Select Customer: [choose one of your locations]

• First Name: Ceterus

• Last Name: Bookkeeping

• Email: access+lastname@ceterus.com (Example: access+Smith@ceterus.com)

• Recipient Role: Click the blue icon to the right, choose Primary Contact (Billing), then click Save

4. If you have more than one location, repeat steps 2-3 using the exact same information until there is one user per location.

5. Select one user and click “Invite Contact” at the top. Note: This must be done one user at a time. Mass selecting users will grey out the invite option (see screenshots below).

6. Choose “Customer View Only” Security Role and click Submit. Repeat steps 5-6 until all invitations are sent.

7. Let us know when the invitations have been sent so they can complete the account set up. You’re done!