In the Head Office "Personnel" tab, you can create and manage staff profiles.
Unlike creating profiles from the Back Office, staff profiles created from the Head Office are only of type "User without calendar".
The main use cases for creating staff profiles from the Head Office include:
Use case 1: Creating users that only have access to the Head Office (i.e. administrators)
Use case 2: Creating users that have access to multiple stores.
As explained here, doing this from the Head Office prevents you from having to invite users to every store individually.
Use case 1
To create a staff profile, follow these steps:
Click the "Add a new personnel" button shown below:
In "Personnel details", enter an appropriate email address.
In "User Access", choose the appropriate user access role. For a Head Office user, we recommend selecting "Administrator" or "Supervisor".
Use case 2
To create a staff profile, follow these steps:
Click the "Add a new personnel" button shown below:
In "Personnel details", enter an appropriate email address.
In "User Access", choose the appropriate user access role. By default, the user access is set to Staff”.
In "Assigned Stores", choose the stores that this person will have access to.
Save
This person will now appear in each assigned store's "Personnel" tab, as a "User without calendar". If you want to edit this person's profile, it must be done in the Head Office.
If you want this user to have access to stores but not to the Head Office, block them.
