Why Do I Need Multiple Users?
- Different roles are assigned to provide different levels of access to the users
- i.e. managers will have more controls than cashiers
Create New User Login
- Select HR from the menu
- USERS link (on the left)
- +New User button (on the right)
- Enter in Employee's details
First Name | Last Name
Username: If this employee is going to need access to the back office site (sp_admin), they will need to know their username, as they will use this to log in along with their Web Password. If not, then they do no need to remember it. Most of our customers will use the employee's First Name and Last initial as this will print on your customer's receipts, and will also show on the terminal that said employee is logged into. (Ex: ChrisW) This Username MUST be unique to each and every employee! The system will warn you if this 'User already exists'
// Usernames should only contain Letters. No spaces, symbols, or special characters.
POS Password: This should be a short PIN for your employees to quickly log into their terminals. This password MUST be unique to each and every employee! The system will warn you if it has already been used by another profile.
// Passwords should only be Alpha Numeric. No symbols or special characters.
Web Password: While this can be the same as your POS password, if you'd like, we highly recommend a more secure password! Everyone needs to have a web password, but only managers/admins will need to know this to access the sp_admin portal.
CardID: (Optional) If you wish to use a membership/gift card as your login (versus typing in a password) you can enter that card ID here! We highly recommend this for managers. Otherwise, leave this field blank.
Email: (Optional) For any of your staff sending out emails directly from the system. (Event Coordinators/Sales, Managers/Admins) The system will automatically populate the email address in the FROM field.
Phone Number: (Optional) This list is strictly for your records, and is not required.
Start Date: (Optional)Hire date of Employee (Will default to the date of creation, so you may need to back/post date if you wish)
ROLES: In order to edit this, please click the Floppy Disk Icon to save FIRST! Once the employee is saved, they will be listed in alphabetical order so you may need to navigate down your list to find them. Once you have found them, go over to the Roles column and click on the Employee link. This will give you a new pop-up window. In this window, click on the pencil to edit. Now in the drop down on the left, select which role you would like to apply to this employee, then save and close the window.
Click here to learn how to Edit your ROLES!
Employee Leaving?
// If an employee is leaving the company, please un-check the Enabled box within their login profile and save. This way you will have record of their clock ins/outs, and you can edit their username/passwords if another employee comes along with the same details.