HOW TO: Create & Edit Users

Navigate to Store Management from the main menu icon in the top left corner.

• Next, click the Users & Roles tile on the left hand navigation.

Create a New User:

• Click +Add New User button on the far right side.

• Select the appropriate role for this user, (Admin, Staff, Other) see the list of permission for each role here.
• Next fill out the required information for your new user.
  • First & Last Name
  • Email
  • Profile Image
  • Phone Number
  • Address

• Click ‘Save & Continue‘
• Once Saved, you will be able to add the users sales goals, view & edit time punches and work schedule.

Edit a User

Within the user profile you can edit contact information, sales goals, time punches and schedules.

Navigate to the Users & Roles within Store Settings.

• From the list of users, search for the user you want to edit.
• Click Edit to the right of that user

• From here you choose what you’d like to edit.
  • Contact Information
  • How to add Sales Goals
  • How to add and edit Time Punches
  • How to add Work Schedules