Staff Member / User Setup

Owners and Managers can add staff members to an Everyware site and dictate the permission levels for each seat holder. Here are the steps.

Add a Staff Member to your Everyware account

  1. As an Owner or Manager, log into Everyware.
  2. Click the Settings (gear) icon at the bottom of the lefthand menu. And select Staff from the dropdown.
  3. When the Staff tab of the Settings page opens, click on the + Add Staff button at the top right.
  4. In the Add Staff window that appears, select the User Type you wish to assign to the staff member you're adding.
  5. Fill out the Name, Email Address, and Password fields.
  6. Click the Save Changes button at the bottom of the window.
  7. A pop-up will appear letting you know the staff member was added and you can now configure their permissions. Click 
Yes.
  8. The new staff person's user profile will appear on the Payment Settings tab.
  9. Toggle on the permissions you wish to allow this individual.
  10. And toggle on or off the viewing and alert settings for the individual.
  11. In the Profile tab, double-check everything.
  12. And click on the Save Changes button when you're finished.
  13. A pop-up will appear letting you know it worked.
  14. Your new staff member will now appear under the Staff tab on the Settings page. Great job!

See also: User Types and Permissions 

Video Walkthrough 

 

When a new staff member is added and your Sales Site Miscellaneous Settings have "Send Welcome Emails" toggled on, your staff will be notified by email. The email will include their username (email address), their password, and a short welcome message.  See example Welcome Email below.

mceclip1.png

 

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