👥 1. Navigate to User Setup
When you first log into OneShop, the first step is to invite your team.
Go to Settings
Select User Setup
This page displays all current users connected to your store.
🔑 2. Understand User Roles
There are two types of users in OneShop:
Admins
Can see all store data
Can manage settings and users
Can be assigned to:
A specific store
The office level (all stores)
Associates
Typically sales associates or team members
Work with clients assigned to them
Assigned to specific store locations
💡 Many managers are set up as both Admin and Associate so they can manage the system while still working with customers.
➕ 3. Add a New User
Click Add User
Enter the following information:
Name
Email
Display Name (optional if different from their real name)
Daily Outreach Role (if applicable)
Number of Work Days per Week
Select the user role:
Admin
Associate
Both
🏬 4. Assign Store Locations
Next, assign which store the user works at.
You can choose:
Specific location
All locations
This should be set for both:
Admin permissions
Associate permissions
🧾 5. Add the POS User ID (Important)
The Point-of-Sale ID is the unique identifier for the user inside your POS system.
This allows OneShop to:
Identify the salesperson on transactions
Automatically assign customers to the correct associate
If you do not know the POS ID:
Contact your OneShop account representative
Or email support
✉️ 6. Send the Welcome Email
After creating the user:
Locate the mail icon next to the user
Click the icon to send the Welcome Email
The user will then:
Receive the email
Set their password
Log into OneShop
🔄 7. Assign Customers to Users
Once all team members are added, run the Assign All process.
Click Assign All to:
Assign customers to sales associates
Sync clients based on POS transaction history
Two assignment options exist:
Shared Assignment
Every associate sees all customers
Auto Assignment
Customers are assigned based on:
POS sales history
Salesperson ID
📊 8. Confirm Customer Assignments
After running Assign All, check the client count next to each user to verify they have customers assigned.
🆘 Need Help?
If you run into any issues while setting up users or assigning customers, contact your OneShop representative or the support team, and they can help get everything configured quickly.