Users Reference Card

Modified on Thu, 1 Aug at 12:12 PM

Users

- This page shows you a list of all your current users. If you need to add or remove uses you can do so here.

-Select the green add user button, to add a new user. 

 

Account Info

- This page is where you input all your user's login and personal information. This is the page you will see when you create a new user.

-Usernames must be unique, even if you have deleted a username you can not use the same name.

-When creating a user, if you want them to have manager capabilities you must select the Role for the Point of sale as such. 

 

Access

- Every user will have this page where you can customize their access to certain modules. 

-Use the blue bubbles to select what type of access you would like each user to have. 

-On the side there are roles. These are OrderPort’s suggestions for different access combinations. If you select one of these you can still make manual adjustments. 

 

Time Cards

- If you need to manually adjust someone's timecard you can do so here. 

-Enter the date and location to pull up any timecards for that day. You can then add In/Out times for that user. 

-Select delete next to a log to remove that specific log.

 

Deleted Users

- In OrderPort if you need to restore a deleted user you can do so here by selecting restore. This will allow them to access the system again. 

 

 

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