Employee/User Management
Back Office: Store Scheduler Settings
Note: If you are logged in as a Super Admin user, you will not be able to view and access Scheduler. Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Settings. On the Settings page, under Store click Scheduler. ...
Back Office: Scheduler
Shift Management can be performed on the Scheduler screen. Log into Back Office then select a Store. On the left-side navigation screen, select Scheduler then Scheduler. The Scheduler screen displays the following details and information: Note: The ...
Back Office: User Management - How to Add, Edit and Update Employee Roles
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click User Management then select Roles. On the Roles page, click + New Role at the top-right. The New Role pane appears. You can update a Role by clicking the ...
Back Office: User Management - Enabling a User/Employee to Sign In to Back Office
Sign into the Back Office. On the left-side Navigation Panel, click User Management then Users. On the Users screen, under the Actions column click the ••• for a User then click Enable Sign In. The Set Password pop-up appears. On the Set Password ...
Back Office: User Management - How to add a New User/Employee
Sign into the Back Office. On the left-side Navigation Panel, click User Management then Users. On the Users screen: click + New User. The New User screen appears. When adding or editing a User, the following fields will be Mandatory: Name, Last ...
Back Office: User Management - Adding/Editing User/Employee Time Manually (Forced Punch In / Out)
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click User Management then Forced Punch-In/Out. On the Forced Punch-In/Out page: To Log a New Punch In/Out Shift: Click + Time Event. You’re taken to the Time Event ...
Back Office: User Management - Manager Access: Discount, Transfer and Void Options
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click User Management then click Roles. On the Roles page: identify the Manager (or your operation’s equivalent). Under Actions, click the corresponding three dots (•••) ...
Back Office: User Management - Editing an Existing Employee/User
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click User Management then Users. On the Users screen, under the Actions column click the ••• for a User then click Edit. When adding or editing a User, the following ...
Back Office: User Management - Terminating and Deleting an Existing User/Employee
Sign into the Back Office. On the left-side Navigation Panel, click User Management then Users. On the Users screen, under the Actions column click the corresponding three dots (•••) for a User then click Edit. Scroll down to Termination Settings ...
Back Office: User Management - Disabling User/Employee from Signing Into Back Office
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click User Management then Users. On the Users screen, under the Actions column click the three dots ••• for a User then click Disable Sign In. The User Disabling pop-up ...
Back Office: User Management - Resetting User/Employees's Back Office Password
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click User Management then Users. On the Users screen, under the Actions column click the corresponding three dots (•••) for a User then click Reset Password. The Reset ...
Back Office: User Management - Employee Tip Adjustment
Sign into the Back Office. On the left–side Navigation Panel, click User Management then Tip Adjustment. The Tip Adjustment page appears. Select the Billing Date and Employee Type, then click Apply. Billing Date Filter – Select the Billing Date ...
Back Office: User Management - Employee Roles Description
Detailed information about each role in the User Management Role settings Backoffice: These settings control the settings that are programmed in the back office Gratuity – Changing the Gratuity setting Gift Card – Can access the gift card information ...