Employee Management

Follow

Video Guide

Table of Contents

Roles & Permissions

Employee List

Employee Details

Employee Localization

 

Roles & Permissions

eHopper supports the following Employee Roles:

  • Sales person
  • Manager
  • Back Office Operator
  • Administrator

The permission matrix for Roles:

Action

Administrator

Back office operator

Manager

Sales Person

POS

Activate/Deactivate Register

Yes

-

No

No

Run Sale & Refund & Manual refund

Yes

-

Yes

Yes

Open/Close Register

Yes

-

Yes

No

Pay In/ Pay Out

Yes

-

Yes

No

POS Reports

Yes

-

Yes

No

Customer Management  

Yes

-

Yes

Yes

Manage Settings

Yes

-

Yes

Yes

Do Synch

Yes

-

Yes

Yes

Add own Tips

Yes

-

Yes

Yes

Add Tips Orders done by another employee

Yes

-

Yes

No

Close Orders

Yes

-

Yes

No

 

 

 

 

 

Back Office

View Dashboard

Yes

Yes

Yes

-

Inventory Management

Yes

Yes

Yes

-

View Orders

Yes

Yes

Yes

-

Reporting

Yes

Yes

Yes

-

Import Customers

Yes

Yes

Yes

-

Manage Vendors

Yes

Yes

Yes

-

Manage Settings

Yes

Yes

Yes

-

Manage Payment Processor Settings

Yes

No

No

-

Manage Localization Settings

Yes

No

No

-

Create Employee

Yes

Yes

Yes

-

Assign Roles to Employee

Yes

No

No

-

Manage Employee Login/Password

Yes

No

No

-

Employee List

Employee List window displays the list of employees.

On this screen users can:

  • View a list of employees
  • Search for Employee by First Name, Last Name, Email, or Phone
  • Sort employee list by any column
  • Add new employees
  • Initiate review of Employee Details (by clicking on the employee’s record in the list)

Employee Details

Employee Details show and lets you manage employee information.

On the General tab, specify the following Employee information:

  • First Name
  • Last Name
  • PIN
  • Role (Role to Employee can be assigned only by Administrator)
  • Note if an Employee is active or inactive

On the Contact Info tab, input the following Employee information:

  • Email
  • Phone
  • Address
  • Country
  • State
  • City
  • Zip

You can assign an employee to one, several or all stores within your company.

To assign an employee to a store, click/tap on Stores Control and select the store in the dropdown list.

The Administrator has access to all stores within the company.

Employee Localization

The localization settings can be setup for employees. User can do it on Localization Tab.

The localization settings that can be customized for Employee are:

  • POS Language
  • Back Office Language (Back Office terminology for Employee is always the same as POS Language selected for Employee)

Localization settings for Employees can be updated only by an Administrator.

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