Frequently Asked Questions - Admin

1. How can I require location services for employee clock-ins?

• Access the Admin Panel:
  • Open the left navigation menu.
  • Expand the Store menu and select Admin.
  • Enter your admin security code when prompted.
• Set Store Coordinates:
  • In the Store section, update the store's address to automatically populate the latitude and longitude fields with the exact coordinates of your store.
• Enable Location Requirement:
  • Navigate to the Account tab within the Admin Panel.
  • Select the Store sub-tab.
  • Find the setting labeled Require GEO Location For Clockin and set its value to true.
• Test Clock-In/Clock-Out:
  • Go to the Clock in or Out option under the Store menu.
  • Attempt to clock in and out to ensure the system records the location.
• View Employee Timekeeping Reports:
  • Access Reports from the left navigation menu.
  • Select All Reports and enter your admin security code.
  • Navigate to the Store tab and search for Employee Time Breakdown to view clock-in and clock-out distances from the store location.

Related Article: Require Location Services for Clock-In 

2. What is the Security Tab, and how do I use it?

• Access the Security Tab:
  • Open the left navigation menu.
  • Expand the Store menu and select Admin.
  • Enter your admin security code when prompted.
  • Click on the Security tab to view available modules.
• Modify Role Permissions:
  • Select a module (e.g., Inventory) to view associated actions.
  • To adjust permissions, locate the relevant action and click the X button next to a role to revoke access or the + sign to grant access.
• Manage Navigation Controls:
  • Use the Navigation option within the Security tab to control aspects related to the navigation menu and tabs across different modules.

Related Article: Overview of the Security Tab 

3. How do I create a user and assign a role?

• Access the Admin Panel:
  • Open the left navigation menu.
  • Expand the Store menu and select Admin.
  • Enter your admin security code when prompted.
• Add a New User:
  • Navigate to the Users tab.
  • Click the Add User button.
  • Fill in the required user details, including name, email, and assign to a commission pool if applicable.
  • Click OK to create the user.
• Assign User to a Store:
  • Go to the Stores tab.
  • Select the appropriate store and navigate to its Users sub-tab.
  • Click Add User, select the user from the dropdown, and assign a role by clicking the + icon and choosing the desired role.

Related Article: How to Create a User and Assign a Role

4. What is the Account Tab, and how do I use it?

• Access the Account Tab:
  • Open the left navigation menu.
  • Expand the Store menu and select Admin.
  • Enter your admin security code when prompted.
  • Click on the Account tab to view configuration options.
• Explore Account Configuration Sub-Tabs:
  • Account: Edit store details like address, contact information, and website details.
  • Store: Customize and manage store-specific settings.
  • Shipping: Set up default shipping options.
  • Payments: Configure payment settings, including accepted methods.
  • Online: Set up online chat features and adjust online purchase settings.
  • Social Media: Add links to your store's social media accounts.
  • Documents: Populate necessary footers for invoices, memos, and other documents.
  • Reporting: Define the URL or path used to access reports associated with your store.

Related Article: Overview of the Account Tab 

5. How do I create a new store location?

• Access the Admin Panel:

  • Open the left navigation menu.
  • Expand the Store menu and select Admin.
  • Enter your admin security code when prompted.

• Add a New Store:

  • Navigate to the Stores tab.
  • Click the Add Another Store button.
  • Enter the store details, including name, address, city, state, and zip code.
  • Fill in additional details such as the store's time zone, email address, and phone number (if applicable).

• Configure Store Settings:

  • Set store-specific settings, such as payment methods, tax settings, and shipping preferences.
  • Customize permissions and assign users to the new store under the Users sub-tab.

• Finalize and Save:

  • Review all entered details and click OK to create the store.
  • The new store will appear in the Stores tab, ready for further configuration.

Related Article: How to Create a Store Location

6. How do I navigate the Clock In/Clock Out system?

• Access the Clock In/Clock Out Section:
  • Open the left navigation menu.
  • Select the Store Module and navigate to the Clock In/Clock Out system.
• Start Your Shift:
  • Click Start Shift to begin tracking your work session.
• Manage Breaks:
  • Use Go on Break and Return From Break options for break management.
• End Your Shift:
  • Click End Shift to conclude your work session.
  • Review the Shift History Grid to view start and end times, total hours worked, and break durations.
• Adjust Shift and Break Records:
  • Use the three-dot menu in the Shift History Grid to edit or add entries for missed clock-ins or incorrect timings.

Related Article: How to Navigate Clock In/Clock Out System