To start utilizing Front Systems Portal for your organization, you need to add and invite employees who needs access to Portal.
Most actions performed by an employee in Front Systems Portal is documented, so that you can easily find out which employee has performed what action. In addition to increase security, this also results in better collaboration in the organization as you can easily see who, in example, received the last delivery from a supplier, who performed which sale, etc. Therefore, we recommend all employees having their own user account in Portal.
N.B.We recommend creating unique user accounts for each employee in Portal. For the purpose listed above, don't use joint user accounts.
This article includes the following information:
- Create user account
- Add access to store(s)
- Give access to Front Systems POS
- Send invitation to user
- Video example
Create user account
A user account needs to be created for an employee to access Portal.
To create a user account, do the following:
- In the menu, select Admin followed by Users.
- Click New user.
- Add employees information and select user type.
- Hit Save.
Add access to store(s)
After the user has been saved, you have to define which store(s) the employee needs access
N.B.You don't have to apply store access to user accounts with the user type Company Admin. They will automatically get access to all stores in the company. Skip this step if the user you have created has the user type Company Admin.
To apply store access, do the following:
- Click the + symbol
- A new line will now appear where you add the store and a backoffice role.
- If the user needs access to multiple stores, repeat the steps above.
- Hit Save.
Give user access to Front Systems POS
In order to handle sales the user needs to have access to the Front Systems POS.
To add a user to the POS, do the following:
- Click Edit on the relevant user.
- Check the box List user in POS so it says ON.
Send invitation to user
When employee information, store access and backoffice role has been applied. You have to send an invitation to the user. This inviation will be sent to the employees' email where they need to accept the invitation and create a password.
Hit Send invitation in the upper right corner.
Not invited - the employee has yet not been invited to use Portal.
Sent - an invitation has been sent to the employees' email, but it hasn't been accepted.
- Delivered - the recipient has received the email in their inbox.
- Read - the email has been read.
- Declined - the email couldn't be delivered to this email adress.
Expired - it has gone more than 30 days and the invitation has expired.
Active - the user has accepted the invitation.