How do I create and manage user accounts for my employees?

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How do I create and manage user accounts for my employees?

I'm here to guide you through the process of creating staff user accounts for your employees through the EkiKart app. There are two methods to create staff user accounts. Let me walk you through them:

Method 1: Create staff accounts through the EkiKart App

Step 1: Access Manage Staff.

On your EkiKart app homepage, navigate to "Manage Staff" then select "Add."

Step 2: Enter Employee Details.

Enter the required details for the employee, including their name, contact information, and role within the organization. Enter a unique employee username.

Choose the appropriate permissions for the employee based on their role and the functions you would like them to be able to access.

Please note: if you grant “web access” as one of the staff members’ permissions, this will allow them to sign into EkiKart.com using their password and employee username.

Step 3: Add Employee.

Once you've entered all the necessary information, select "Add" to create the user account for the employee.

A user pin will automatically be generated for them.

Step 4: Set Password.

When the employee signs into the POS system for the first time with their user pin, they will be prompted to create a password to secure their account. After creating the password, they will be able to log into the POS system with their user pin and pin number.

By following these steps, you'll be able to successfully create user accounts for your employees in the EkiKart app. If you encounter any issues or have any questions along the way, please feel free to call back. We're here to assist you!

Method 2: Create staff accounts through EkiKart.com:

Step 1: Sign in to EkiKart.com.

Step 2: Access Your Store Panel.

Single Store Location: Select “Go to Store Panel” then select “My Store.” Then on the menu select “Manage Staff.”

Multiple Store Locations: Select “Location.” Your store locations will be displayed. Select the “View” icon next to the location you want. Then select “Sign in to Location Panel.” Then select “My Store.” Then on the menu select “Manage Staff.”

Step 3: Add New Staff.

Select “Add Staff.” Then enter the required details for the employee then enter a unique employee username.

Choose the appropriate permissions for the employee based on their role and the functions you would like them to be able to access.

Step 4: Save Employee Details.

When you have entered all details and granted appropriate permissions, select “Save” to add the new employee.

Please note: if you grant “web access” as one of the staff members’ permissions, this will allow them to sign into EkiKart.com using their password and employee username.

To manage your staff user accounts using the EkiKart app:

Step 1: Access Manage Staff.

On your EkiKart app homepage, navigate to "Manage Staff."

Step 2: Locate Employee.

Search for the name of the employee whose account you want to manage.

Step 3: Make Changes to User Account.

Once you've located the employee, select "Edit" to make changes to their user account. Here you can:

Activate and deactivate the account.
Regenerate the user pin.
Update employee personal/contact details.
Change staff permissions.

Step 4: Save Changes.

After making the desired changes, select "Update" to save the modifications to the user account. The changes will be reflected automatically.

By following these steps, you'll be able to successfully manage staff user accounts for your employees in the EkiKart app.

To manage your staff user accounts on EkiKart.com:

Step 1: Sign in to EkiKart.com.

Step 2: Access Your Store Panel.

Single Store Location: Select “Go to Store Panel” then select “My Store.” Then on the menu select “Manage Staff.”

Step 3: Locate Employee

Select the “View” icon next to the name of the employee that you want to make changes to their account.

Step 4: Make Changes.

Once you're on the employee account, select "Edit" to make changes to their user account. Here you can update any details or permissions as required.

Step 5: Save Changes.

After editing, select “Save” to update the staff member's profile with the changes you've made.

By following these steps, you'll be able to successfully manage staff user accounts for your employees on your account on EkiKart.com.

If you need further assistance or have any questions, feel free to call us back or reach out to us via email at: support@ekikart.com.

Create staff accounts staff management Add users Activate/deactivate staff account user creation employee access control Creating Employee Profiles role management Edit staff profile Reset employee pins Manage employee accounts Multi-location staff management

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