1. Navigating to User Setup
Step 1: Go to the left-hand menu bar and select User Setup.
Step 2: Click Add User in the upper right corner.
2. Filling Out User Information
Email: Enter the team member’s login email address (e.g., [email protected]).
Display Name: Input the name as it should appear on the platform. This can be a first name only if preferred (e.g., "Joe").
Sender Email: If you’ve verified your domain, enter the email address from which this user will send messages.
Outreach Goals (optional): If using the clienteling platform, set the user’s weekly outreach goal and average workdays. (This is optional if not using the clienteling feature.)
3. Assigning a Role
Admin Role: Available on both the marketing and loyalty platforms. Admins manage settings at the store or top platform level.
Associate Role: Available only on clienteling platforms. Associates can manage personal clients, notes, and tasks.
Example: For an admin, select the Admin role and choose the store location.
All Stores: The admin will oversee all locations.
Specific Store: If selecting a location like “Boston,” the user will only manage clients from that location.
4. Setting Location and Point of Sale ID
Step 1: Choose a store location for associates, such as "Boston," to limit visibility to that store’s clients.
Step 2: Input the Point of Sale ID for associates to track sales and manage assigned customers.
5. Sending the Welcome Email
Step 1: After adding user details, click the mail icon beside the user’s name to send a welcome email.
Step 2: This email prompts the user to create a password and log in.
6. Assigning Clients to Associates (Clienteling Platform Only)
Auto-Assign Clients: If the user is an associate, click the plus (+) icon to assign clients automatically based on Point of Sale ID or shared client lists.
7. Bulk User Creation and Notification Management
Creating Users in Advance: You can create multiple users in one session.
Delayed Welcome Email: If needed, wait to send login emails by clicking the mail icon when ready to grant access to all users.
This setup ensures each team member has access to the appropriate clients, store locations, and role permissions within the OneShot platform, enabling a streamlined onboarding process.