Open Staff and press Make logins. The page lists everyone working who has no login yet. Pick each person's role, tick who should get a login, and press Make logins. A login name and password are made for each one and shown on one page you can print.
Where to find it
Admin › ERP › HR Department › Staff › Make logins.
The store owner and the Admin can open it. The Admin can give every role except Admin; people whose role is Admin are skipped.
Step by step
- Go to Staff and press Make logins.
- Check the Role of each person. It starts with the job on their profile; change it if needed.
- Tick the people who should get a login. People who already have a role are ticked for you. The box at the top ticks everyone.
- Press Make logins and confirm.
- On the Logins made page, press Print, or note each login name and password now.
- Give each person their slip. They sign in at your store's address followed by /admin.
Good to know
- Shown only once. Passwords are shown on this page one time. Only a scrambled copy is kept, so nobody can look them up later.
- No role, no login. A person without a role is skipped, because a login without a role opens nothing.
- Login names are made for you from the first name and the card-machine ID, for example karim05 for Md Karim with card ID 05. Words like Md, Mst and Mohammad are left out. If the name is taken, a number is added.
- Easy passwords. Each password is 4 letters and 4 numbers, without look-alike characters such as 0/O or 1/l.
- The role goes on the profile too. The role you picked here becomes the person's job on their profile and decides what the login may use.
- Linked at once. Each new login is linked to the person's profile, so they see My attendance and My salary straight away.
- Fine-tune later. To give someone more or less access, open them in Admin › Administration › Users & access › Users & logins.
- Package limit. Every staff login counts towards the staff logins in your package.
Common problems
- Someone is not on the list. They already have a login, they are inactive, or their profile is deleted. Only working people without a login are listed.
- A password was lost. Open the person's profile, press Edit, tick Give a new password, and save. The new password is shown once.
Related
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