User Permissions

The purpose of this section is to illustrate how store access and permissions are granted.

*VISIBILITY
Franchise Owners: Will automatically have visibility to all of their stores on their Dashboard.
District Managers: Will have visibility to only those stores they oversee. Permission must be granted.
Store Managers: Will have visibility to only those stores they manage. Permission must be granted.

How to Change Dashboard View (if you have multiple locations)

How to Set Permissions

STEP 1: From the Labor Management screen, click Employees.

STEP 2: Click on the row with the employee’s name shown to adjust his/her’s permission settings.

STEP 3: To edit this employee’s information, click Edit Employee Information in the lower right corner of the top text box. The page will change to show the Edit Employee box.

*Hint: You can also click Edit Employee from the More Options link.

STEP 3: Click the boxes for the locations you are giving your employee access to.

!Important: If you are only providing access to the Employee site, select the location(s) that the employee works at.

STEP 4: To give your employee access to the Management site, go to the Site Access tab and click the box allowing access to the Management site. From here you can choose to give your employee Admin rights or Limited access to allow access to specific items. Click Save when you are done.

!Important: If you give an employee full admin rights to the Store Management site, they will automatically see all information for all stores within your network. If you do not want an employee to have full admin rights to the Store Management site, you must assign them Limited access and then select only those items you want them to have access to. It is also important that you make sure the employee is assigned to only those locations you wish them to have access to. If at any time, you change their permission from Admin to Limited, you will need to go back into their employee record to Un-check any additional stores that were previously checked.

STEP 5: To give your employee access to the Employee site, go to the Site Access tab and click the box allowing access to the Employee site. Click Save when you are done.

!Remember: You will need to create a username and password for the employee. Don’t forget to send this information to them, and be sure to include the link to the Employee site.

Related Topics:
Adding New Users to the System
Inactivate an Employee
Delete an Employee
Managing Existing Users
Creating a new Department, Position or Task: How to create a new Department, Position or Task.
Importing Employee Information via the Unrecognized Clock-In Alert
Adding Employee Notes
Adding Additional Employee Information
Roles & Responsibilities