Employee Set Up
The employee setup tab will be where you set up all the access and permissions for your employee, add employees to the POS, and create log ins for the app. It is highly recommended to make sure everyone who will be using the POS system is documented here for the purposes of reports and security.
How it works?
In terms of log ins, the best way to go about this is to create a Station log in for the store. This will be the account that you use to log into the Nōwn POS on each of your iPads at your store. You would set it up just like a regular employee and you would just always stay logged in on the store iPads at all times. The first and last name that you put can just be your store name, however, be conscious of what you put here because it will show up on your receipts.
As for the owner/admin account, this should be used be for business purposes in the back office or by the owner or operator of the establishment offsite, it is not recommended that you use this as the POS log in that is used at your location.
The cashiers and others managers would be added and they will not be logging into the POS. They will just use their PINs to clock in and clock out on the app that is already logged into using the store log in.
Adding Employees: Click on the "Create New" button in the top right hand corner and then be sure to:
- Set their role
- Include first and last name
- Set their hourly wage (this is for the labour report)
- Generate a PIN
- Email *This is only if you are creating a manager. You need to input their email so that they can receive a link to set up their manager admin account.
It is important that you set permissions because as a manager/owner you should have different permission from the cashiers such as allowing you to: see more extensive reports, see the activity on the ODS screen, adjust the menu, view customer profiles, and do account set up.
Make sure you generate a pin for each employee. If an employee forgets their pin they won’t be able to log into the POS, clock into their shift, or use important functions. Remind them to keep this PIN safe and not to share.
Note: if you get an error message during this step it means that you didn’t input one of the required fields.
More than one location?
If you have multiple locations the adding of new employees will all be done through the Root account. Once you add employees here you will have the capability to select their location so that their access is restricted to that specific store.