New Employee Guide

How to add and confirm employee settings and authorizations.

This is a simple guide on how to add employees.

Step 1: Login as admin or manager.

Step 2: Go to Contacts from the Left.

Step 3: From the Submenu select 'New +'

Step 4: Enter the First Name, Last Name, and a PIN. Choose a JOB.

Step 5: Press Save.

Step 6: Once the employee is saved, you will see options for a User Name, Password, Role, and Type.

Step 7: Set the User name to something that would be unique, perhaps their first name and a number at the end.

Step 8: The password is only for web access, for most cashiers and users who do not access your system online, leave this blank.

Step 9: Select Role. For Employees set as 'Admin', 'Manager' or 'Employee'.

Step 10: Set the Type you have been assigned previously. This could be a cashier, server, bartender, budtender etc.

Note: The User Name, Password, Role, and Type fields only appear after the employee has been saved. Fill in the employee's basic information first, click Save, then return to assign their user settings.

Note: The Save & Exit button stays disabled until the employee has been saved and a User Type (Employee, Manager, or Admin) has been assigned. Hover over the button to see what is still missing. The regular Save button remains available at any time, so you can save the employee first and finish the user settings afterward.