thread @Acoustic reply 9-26-19 regarding using the free option...what are the steps to do that? in Archived Discussions (Read Only)

@Acoustic reply 9-26-19 regarding using the free option...what are the steps to do that?

tandtlc — Tue, 18 Apr 2023 22:04:12 GMT

I do not need to track individual team sales, so I don't need to set up individual team members.

I want to block employees from seeing reports at the point of sale but retain my ability to see them on the dashboard.

On 9-26-19 @Acoustic replied to a user to use the free option to set restrictions at the POS. What are the steps to do this?

Help.

TandTlc

Candlestore — Wed, 19 Apr 2023 13:52:00 GMT

When I setup the restrictions I had to setup 2 Accounts for Team Members with the Free version.

1 Account was the Owners account which had a security Pin

2 I set up was a Staff Account with a Pin

Then I set each account with different access abilities or restrictions.

So all sales showed as Sales Associate no individual name.

Here is how I did it with Employee Permissions: