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Home > Shop Boss > Settings > Adding and Setting Employee Logins & Permissions
Adding and Setting Employee Logins & Permissions
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Adding Employees and Setting Permissions 

 

To add an employee click on Settings from your Main WIP Menu 

Click Employees

At the top right of the screen click Add New Employee

 

 A window will appear.  Please see captions as a guide, and when all information is complete click Save Changes.

 

**First, Last names and Date Hired, are required entries.  Date hired cannot be any earlier than the date your Shop Boss account started** 

 

 

To manage employee login and permissions: 

  • Click on Settings from your Main WIP page 
  • Click Employees 
  • Click on the Employee name 

 

    At the bottom of the window you will see this series of buttons

**You will not see the Tech Mode permissions button until you indicate the employee is a technician and click Save Changes**

There are a series of permissions you can select or deselect for each mode.  

 

  • Tech Mode Permissions: Blue means the employee does have access to the function.  Gray means the employee does not have access.

 

  • (Full Mode) Permissions: Blue means the employee does have access to the function.  Gray means the employee does not have access.

 

 

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