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Creating Employees

After you’ve set up your store, you will probably want to create an employee. Tracepos gives you a way to do that.

From the navigation menu on your left, click on Users select Employees

When you’ve done that, you’ll see a list of employees. It will look like this

The pencil ICON   will launch a new page that enables you to update the user.

Start by looking at the Staff’s Basic Information. The fields in red are mandatory. You can update your name and also fill in the other information if you want.

In the Staff Login Info section, you may want to change your username and password.

To change them, fill out a new username and enter your new password in both text boxes.

The Staff Permissions and Access section let you grant and deny access to the various modules. Leave this tab alone for now, because you will want full access to the system.

When you’re satisfied, click the Submit button. You will find yourself back at the List of Employees.

Now it’s time to create an account for one of your employees.

Click the New Staff button.

This will open the Create New Users form.

Fill in the employee details

Next in the Permission section assign permissions and access to only the modules they will need to do their job.

For example, give them access to only the Customers Module and access to the Sales Register -> Stock module

Click the Submit button to add your employee to Tracepos.

When you do, you’ll notice that they are now on your list of employees.

You can repeat this process for each of your employees, giving them access to only the parts of Tracepos they need to do their jobs.

 

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