8. Managing Your Employees

8.1 Types of Roles

There are 2 different types of roles available to select from. The first is the Manager role. The Manager role should be assigned to employees who you want to have full access to the software, including the ability to open the Manager Window, Web Store Sync Conflicts Window and Import/Export Customers and Products. The other role is the Employee role. This will give a user access to enter orders, purchase orders, Till Count, and other basic functions, but will prevent them from opening the Manager Window.

8.2 Creating a New Employee

To create a new employee, open the Manager Window and then click on the Employees option. Once there, click on the plus (+) sign at the bottom-left corner of the window. You will be asked to provide a username. This username must be unique, and the preferred method is to use all lower case letters. No spaces are allowed in Employee usernames. An example would be “johnsmith”. You are then asked to provide a password. Again, the password must be at least 1 character long. Once you have assigned a password, key it again in the next box to verify it. Next, click the Create button. You will now see your new employee listed to the left. If you click on that employees username, you can edit their information to the right.

8.3 Changing Roles

If at any time, an employee needs to be changed to a manager, simply click on their username in the list to the left and change their role from Employee to Manager by clicking the appropriate option. You would do the same thing if a manager needed to be changed to an employee.

8.4 Changing Passwords

Should you ever need to change a password for an employee or manager, click on their username in the list to the left and then click on the pencil to the right of the password. This will prompt you to enter a new password and verify it. As when creating a new employee, the password must be at least 1 character in length.

8.5 Deleting Employees

Deleting an employee is just as easy as creating one. Access the employee list by choosing the Employees option from the Manager Window. Highlight the employee you wish to delete by clicking on their username and then clicking on the minus (-) sign (in the bottom-left corner). Checkout will prompt you to be sure that you wish to delete that employee. If you have selected the proper employee and you wish to delete that login from the system, click on the Delete button. The employee will no longer appear in the list to the left. Please note that if an employee is deleted from the system, they will no longer be able to log in to the system. All invoices and orders created by that employee will keep their name attached, but if they need to log in at any other time, a new username must be created.