How do I add or edit staff as users on my Everyware account?

Owner Staff types may edit, add or remove staff for their sales site(s). 

  1. Go to Settings> Staff 
  2. Click on the + Add Staff button at the top right.
  3. In the Add Staff window that appears, select the User Type you wish to assign to the staff member you're adding.
  4. Fill out the Name, Email Address, and Password fields. 
  5. Click the Save Changes button at the bottom of the window.
  6. A pop-up will appear letting you know the staff member was added and you can now configure their permissions. Click 
  7. The new staff person's user profile will appear on the Payment Settings tab.
  8. Toggle on the permissions you wish to allow this individual.
  9. And toggle on or off the viewing and alert settings for the individual.
  10. In the Profile tab, double-check everything.
  11. And click on the Save Changes button when you're finished.
  12. A pop-up will appear letting you know it worked.
  13. 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 

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