Setting up new users in Shop Controller is a straightforward process. This guide will walk you through each step to ensure your new employees can access the system and get to work quickly.
Accessing User Settings
Begin by locating the user settings in your system:
- User Settings Menu: Click on your profile at the top right corner and select 'User Settings' from the dropdown menu.
Adding a New User
Once you're in the user settings:
- Add New User: Click the 'Add New' button to start inputting user details.
- Essential Information: The critical fields to complete are 'First Name', 'Last Name', and 'Username'.
- Username: Typically, this will be the user’s email address.
Assigning Roles
Defining a user's role is crucial for setting permissions:
- Select Role: Choose the appropriate role for the new user, such as 'Administrator'.
- Link Role: Click the 'Link' button to assign the selected role to the user.
Additional User Details
Though optional, these fields can be important for managing your team:
- Position: Used for reporting and organization within the company.
- Adding Positions: Click the plus sign to create a new position or go to 'Admin Settings' to manage existing ones.
- Pay Type: Specifies how the employee will be compensated.
- Manage Pay Types: Refer to the separate video guide for detailed instructions on setting up pay types.
Finalizing the User Setup
To complete the setup process:
- Password Setup: After saving the new user, you will be prompted to send them a password.
- Text or Email Password: You have the option to text or email the password to the new user.
- Password Reset: New users will be required to reset their password upon their first login for security reasons.