Help: Installation or Setup

Creating a person

  1. To create a person, click the Employees tab on the left side of your Office dashboard.
  2. Click Create Person.
  3. Fill out the fields listed and create a password and pin for the new person. Passwords must be at least 8 characters long, contain at least one number and at least one non-numeric character. Pins must be a 4-digit number.
  4. From the drop-down box labeled Employee, select whether the new person will be an Owner, Manager, Employee, or Friend.
  5. On the left side of the box, click Edit employed locations and select which locations you want to associate the new person with. Selected locations will have a green check mark next to them.
  6. Click Add Person.

Owners have complete access to the system. Managers have complete access only to the location to which they belong. Managers cannot remove people. Employees can only view their schedule and payroll. Employees cannot make changes to the system. Friends can only view sales data for all locations. Friends cannot make changes to the system.