Employee account settings

Modified on Fri, 6 Oct, 2023 at 1:28 PM

                                                                                                  

OrderPort Administration

 

Employee account settings 

How do I create accounts for employees and tasting room associates? How do I specify access for each employee?

You will create accounts for all your employees and tasting room associates under the Users module. You may also create accounts for accountants or other users you would like to allow to access the POS or administration site. 

You may specify access for each employee upon adding the new user account or by clicking on view/edit.

What are Roles for?

Under each user's access page in the User module, there is a section for you to select a role. These are OrderPorts suggestions for which modules user's should have access to depending on the job type. You can still manually adjust access for a user's access after selecting a role for them. 

 

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