If you are an Owner or Administrator in the retail account, you will see "Employees" as an option under your Jellyfish menu.
Clicking on "Employees" will take you to your list of employees. Clicking on the employees' name takes you to the edit page. This is where you can make an employee inactive.
To add new employees, click on the blue + at the top right of the page.
When adding a new employee, the below fields are populated in Jellyfish.
Clicking on the "Employee Role" field will allow you to select either a "Site Admin" or "Site Staff".
Jellyfish also allows you to list any employee to "Require order approval" before the order will be sent to the Supplier. If this option is not selected, this employee will have the ability to approve others' orders if required.
Admins in the account will have access to all of the sites.
Site Staff Members will need at least one site added to their employee in order to function in Jellyfish.
For site staff members, select which "Main Item Categories" will be needed for the new employee.
Note: If there are multiple sites, each site the staff member has access to may have different categories selected.
Categories will come into play when the employee starts placing new orders. All categories selected for the user will populate first when placing new orders.
Once all of the information is entered, click "Submit". Now the new employee will receive an email with their new employee information.
To see how this process looks from the new employee side, see this article.
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