Setting Up Staff & Permissions
This is the guide for setting up and using staff accounts.
Please note
Currently, there are 4 fixed 'permission profiles' available. These cannot yet be customised.
This functionality will be further expanded and made more flexible in the coming weeks.
Explanation below:
General: This account has no permissions but is used to log in to devices in the store.
Sales Assistant (standard): Has access to the 'till', 'transactions', 'services', 'Web orders' and can only view 'Assortment'.
Sales Assistant (extra permissions): Has the same permissions as Sales Assistant, but can also open and close the till.
Owner: Has all permissions.
Setting up the general login account
First, it is important to set up one account as the General account.
This can be used to log in to devices in the store.
This account has no permissions and serves as a basis for then selecting a user with specific permissions.
Important
The account with 'General' permissions has no rights, but this login is more secure than a PIN per employee. Therefore, it is important that the password for this account is only known to users with higher permissions.
1. Select a user with 'Owner' permissions at the top.
2. In the menu, click 'Staff' (under Settings)
3. Click the 'Edit' button next to the relevant account
4. Set the permission profile to 'General'
5. Check that 'Work from home/PINs off' is disabled.
6. Check that the 'Active' switch is enabled.
7. Click the 'Save changes' button at the bottom
Setting staff permissions
- Give users who need full access the 'Owner' permission profile.
Please note
Ensure that all staff with higher permissions (permission profile: 'Owner') have set a PIN. Otherwise, it is still possible to view this data.
- Give users with limited access the 'Sales Assistant' permission profile.
Please note
For all staff present in the store OR who do not have a PIN, disable the 'work from home' flag. This ensures that you DO NOT get a staff selection modal.
Activating the staff selection pop-up
The system can automatically ask to select the staff member.
This can be set up by following these steps:
1. In the menu, click 'Store Settings' (under Settings)
2. Click the 'Staff Access' tab
3. Tick the box next to 'Staff must always be chosen when opening' under 'Cash_register' (top right)
4. Click the 'Submit' button at the bottom
Optional:
5. Click the 'Till' tab (also under Store Settings)
6. Set the 'Lock till after each transaction' switch to active
7. Click the 'Save' button under this section
Allowing users with higher permissions to work from home
For a user with higher permissions who wants to work from home, it is best to TEMPORARILY enable 'Work from home/PINs off'.
You will no longer see 'select staff' pop-ups. However, it is currently advisable that this account is not used in the store at the same time.
Please note
Only users with a password can log in from home. You can enter a password when creating a NEW STAFF MEMBER or if an existing staff member DOES NOT YET HAVE A PASSWORD. A password can only be changed via the prismanote2.com homepage.
Was this article helpful?
Another question?
Ask Linde — answers come with sources.