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

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

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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:

5822-employee-permissions 

Keith
Owner
Pocono Candle

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