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.