Employees Setting & Rights

Employees Setting & Rights


This is the guide to setting up and using employees.

Info
Currently there are 4 fixed 'rights profiles' available. These cannot yet be adjusted.
In the coming weeks, this functionality will be further expanded and become more flexible.

Below is an explanation:
General: This account has no rights, but serves to log in to the devices in the store.
Sales representative (standard): Has access to the 'checkout', 'transactions', 'services', 'Weborders' and can only view 'Assortiment'.
Sales employee (additional rights): He has the same rights as Sales Employee, but can also open and close the cash register.
Owner: Has all rights.

Establishment of the generalLogin account

First, it is important to set up one accountas a general account.
This allows you to log in to the devices in the store.
This account has no rights and serves as the basis forThen select a user with specific rights.

Alert
The account withthe rights 'General' rights have no rights, but this login is more secure than thePIN per employee. Therefore, it is important that the password of thisAccount is only known to users with higher rights.

1. Select a user with the rights of"Owner."
2. Click on 'Employees' in the menu
3. Click the 'Edit' button behind the relevant account



4. Set the rights profile to 'General'
5. Make sure that 'Homework/PINs off' is disabled.
6. Check that the Active switch is turned on.
7. Click on the 'Save changes' button at the bottom


Setting up employee rights

- Give the users who need everything the rights profile 'Owner'.

Info
Make sure that all employees with more rights (righteous profile: 'Owner') have set up a PIN. Otherwise, it is still possible to see this data.

- Give users with restricted access the rights profile 'Sales employee'

Info
Turn off the 'home' flag with all employees who are present in the store OR do not have a PIN code. This ensures that you do NOT get an employee selection modal.

Activate employee select pop-up

Automatically, the system may ask to select the employee.
This can be set by taking the following steps:
1. Click on 'Shop Settings' in the menu
2. Click on the 'Employee access' tab
3. Check the checkmark at 'Employee must always be chosen when opening' under 'Cash_register' (top right)
4. Click on the 'Submit' button at the bottom

Optional:
5.Click on the 'Casset' tab (also at Store Settings)
6. Set the 'Direct the checkout after each transaction' to active



7. Click the 'Save' button below this section


Making user with higher rights work at home

For a user with higher rights who wants to work from home, it is best TIMELY theHomework/PINs off" are enabled.
You will no longer see 'select employee' pop-ups. However, it is currently useful that this account is not used in the store at the same time.

Info
Only password users can log in at home. You can enter a password if you create a NEW MEDEWER or if an existing employee NO WACH SERVIEW. A password can only be changed via prismanote2.com homepage.



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