Step 1: Navigate to the User Setup Page
On the OneShop platform, locate the left-hand menu bar.
Click on the User Setup option.
Step 2: Add a New User
On the User Setup page, select the Add User button located in the upper right corner.
You will be directed to the Add User form.
Step 3: Fill in User Details
Email: Enter the user's email address. This is the email they will use to log into the platform.
Display Name: Enter the name that the user prefers to show on the platform. For example, if they want to display only their first name, type "Joe."
Sender Email: This is the email address from which they will send communications if your domain is verified in the OneShop platform.
Note: If you do not have a verified domain, then you will not see an option here.
Step 4: Clienteling Platform Specifics (Optional)
If using the clienteling platform, fill in the following fields:
Goal: Set the weekly outreach target for the user.
Average Workdays: Indicate the number of workdays the user is expected to operate.
Note: If you are not using the clienteling platform, you can skip this step.
Step 5: Assign a Role
Click on the Role dropdown to select the user's role.
If on the Marketing and Loyalty Platform:
Only the Admin role is available. This role manages the platform and has access to marketing and loyalty components.
If on the Clienteling and Loyalty Platform:
Admin: Represents a store manager or top level admin. Can oversee all or specific store levels if they are only at a single store location.
Associate: Has their own clients, can add notes, and manage tasks.
Step 6: Set Store Location
Choose the store location for the user:
All Level: User oversees all store locations.
Single Store Location: Select a specific store (e.g., "Boston") if the user is limited to managing clients at that store.
Step 7: Additional Settings for Associates
If the user is an Associate, you need to select:
Store Location: Choose the store they will be associated with.
Point of Sale ID: Enter the unique ID that tracks their sales on the platform.
Step 8: Save the User
After filling in all necessary details, click Add User.
Step 9: Send Welcome Email
On the User Setup page, locate the new user.
Click the mail icon next to their name to send a welcome email. This email will prompt them to create a password and log in to the platform.
Step 10: Auto-Assign Clients (For Clienteling Platform Only)
If the user is an Associate on the clienteling platform, click the plus icon to auto-assign clients to them. This will automatically assign clients based on their point of sale ID or shared clients.
Additional Tips:
Create Multiple Users: You can create multiple users and delay sending their login emails until a later date. When ready, use the mail icon to send the welcome emails in bulk.
Following these steps will ensure that the new team member is correctly added to the OneShot platform with the appropriate access and settings.