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    Create Employees
    • 05 Sep 2022
    • 2 Minutes to read
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    Contents

    Create Employees

    • Updated on 05 Sep 2022
    • 2 Minutes to read
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    Article Summary

    Required Permissions

    An employee must be assigned to the shop with a Shop Owner Admin role to perform actions referred to in this article.

    A user account in ShopCtrl is called an employee account. It could be created and managed by a supervisor. An employee could be assigned to the shop with a role according to his responsibilities in this shop. Employees can update their account data themself from the personal account settings.

    How to create an employee account

    create-employee-details-page

    To create an employee account:

    1. Go to Configuration > Employees and click the Add button.

    2. Fill in the employee Login, by default an email is required to be used as a login.

    3. Enter Full name and Public alias. Both could be used as merge fields for mail templates generation.

    4. Enter the Password twice, that you need to communicate to the employee for the first login.

    5. Check the Must change password at next login to prompt an employee to change password right after the login.

    6. Select an employee Culture.

    7. (Optional) Upload an employee Photo.

    8. Select the employee's Birthdate and Gender.

    9. Fill in the employee's contact details: Email and Mobile Phone.

    10. Fill in the Job Title, Office location.

    11. (Optional) Select applicable Employee groups.

    12. Choose whether the account should be enabled by activating the Enabled checkbox.

    13. Proceed with assigning the employee to a shop:
      shop-roles

      1. Go to Employee details page > Shop Roles.
      2. Select a shop in the right pane - Available Shops.
      3. Click Add As and select a role you would like to assign to an employee in this shop.
      4. The new assignment will appear in the left pane, reflecting a shop and the employee's role in the shop.

    14. If messaging option is enabled for the shops, an employee should be assigned to messaging to view, receive and send messages. Open the Messaging Permissions tab and activate the chat checkboxes against the applicable shops. Alternatively, you can do it later from the shop configuration.
      messaging-permissions

    15. You can add information to other tabs, like Phone Extensions, Addresses and Phone books, Parameters.

    16. Click Save or Save and Close to create a new employee account.

    Please note that some settings are only available after you have saved the employee account for the first time.

    How to enforce password complexity

    You can regulate the password complexity requirements from the Shop Owner Details > Password Settings page.
    The default recommended settings are set as below:

    enforce-password-complexity

    To add another layer of security it is recommended to enable Two factor authentication for your users.

    What's Next