Manage Employee Profiles

How to add, edit, and remove employees.

Manage Employee Profiles

Step 1: In the menu tap Admin > Employees

This will open the Employee Management modal. 

Quick note: Only users with security level Manager, Admin, or Super Admin can see the Admin menu.

Step 2: Add a "New Hire" or "Edit a current user"

New Hire:

  • Tap "+ New Hire"
  • Enter the employee's details in the new employee form. (Only login name is required)
  • Tap "Save" to create the new employee.
  • By default their password will be "PassWord", to change this, open their employee page with the "Eyecon" and tap change password.
Edit a current user:
  • Tap the "Eyecon" for the employee profile you need to edit.

Common edits:

Change Employee Password:
  • Tap the "Change Password" button.
  • Enter password into the "New Password" field
  • Tap "Save"
Change Employee Security Level:

This is how much access they have to the program.

  • Tap "Sec. Lvl" dropdown
  • Select the needed level of permission.
  • Tap "Save" to make the change.
Allow tasks assigned:
  • If selection is "Yes" then then they can be assigned repair work.
  • If selection is "No" they can access the program but CAN NOT be assigned repair work.
Remove an employee from Shopflow:
  • Tap the "Emp. Status" dropdown and change the selection to "InActive"
  • Tap "Save"

This will remove their name from the login page and keep them from having access to the program.

Additional Details

  • The employee list is made up of two parts "Active" and InActive"
  • You can reactivate a previously inactive employee by tapping the "Eyecon" and changing their status to "Active"
  • Commission Percentage does not currently change anything in the program besides the field itself.
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