How to Create Employee Accounts?
This section gives you step-by-step instructions for adding the profile of your users who are usually your employees. They can be the Manager, Supervisors, Operations, Staff and Associates that you will add under the Users & Roles module.
Providing user data is important because you will be using these during the course of your exploration with Merchant Portal especially when you are creating your work order and invoices.
Click the Users & Roles module from the left-hand side panel of the page.
- Click the Add User button to open the form to fill-out the customer profile.
Here are the fields that you need to fill-out in Add Customer form.
| Username | This is an auto-generated user number by the system. |
| First Name | Refers to the First name of the employee. |
| Last Name | Refers to the Last name of the employee. |
| Email Address | Refers to the Email address of the employee. |
| Role | Refers to the role of the employee |
| Location | Refers to The location of the employee |
| Profile Picture | Refers to the Upload picture of the employee |
- Click the Save button to add the customer.
- The new user should be shown in the Customer list.
NOTE: You can also find your merchant user account in the User List, automatically set to Management Level.
| Once you have populated all the data needed for Inventory, Customer and Employee, you can already start creating your first work order or invoice! |