Set Up Employees & Rights
login account
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Setting employee rights
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Activating employee selection pop-up
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Letting a user with higher rights work from home
This is the manual for setting up and using employees.
Tip
Currently, there are 4 fixed 'rights profiles' available. These cannot yet be customized.
In the coming weeks, this functionality will be further expanded and made more flexible.
Below is an explanation:
General: This account has no rights, but serves to log in to the devices in the store.
Sales Associate (standard): Has access to the 'cash register', 'transactions', 'services', 'Weborders' and can only view 'Assortment'.
Sales Associate (extra rights): Has the same rights as Sales Associate, but can also open and close the cash register.
Owner: Has all rights.
Setting up the general login account
First, it is important to set up one account as a General account.
This allows logging in to the devices in the store.
This account has no rights and serves as a basis for subsequently selecting a user with specific rights.
The account with the 'General' rights has no rights, but this login is more secure than the pincode per employee. Therefore, it is important that the password for this account is only known to users with higher rights.
1. Select a user with 'Owner' rights at the top.
2. Click on 'Employees' in the menu.
3. Click on the 'Edit' button next to the relevant account
4. Set the rights profile to 'General'
5. Verify that 'Work from home/pin codes off' is disabled.
6. Verify that the 'Active' toggle is enabled.
7. Click on the 'Save Changes' button at the bottom.
Setting employee rights
- Assign the 'Owner' rights profile to users who need full access.
Tip
Ensure that all employees with more rights (rights profile: 'Owner') have set a pincode. Otherwise, it is still possible to view this data.
- Assign the 'Sales Associate' rights profile to users with limited access.
Tip
For all employees who are present in the store OR do not have a pincode, turn off the 'work from home' flag. This ensures that you do NOT get an employee selection modal.
Activating employee selection pop-up
Automatically, the system can ask to select the employee.
This can be set up by following these steps:
1. Click on 'Store Settings' in the menu.
2. Click on the 'Employee Access' tab.
3. Check the box next to 'Employee must always be selected upon opening' under 'Cash_register' (top right).
4. Click on the 'Submit' button at the bottom.
Optional:
5. Click on the 'Cash Register' tab (also under Store Settings).
6. Set the 'Lock cash register after each transaction' toggle to active.
7. Click on the 'Save' button under this section.
Letting a user with higher rights work from home
For a user with higher rights who wants to work from home, it is best to TEMPORARILY enable 'Work from home/pin codes off'.
You will no longer see 'select employee' pop-ups. However, it is currently convenient that this account is not used in the store at the same time.
Tip
Only users with a password can log in from home. You can enter a password when creating a NEW EMPLOYEE or if an existing employee DOES NOT YET have a password. A password can only be changed via the prismanote2.com homepage.
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