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How to Make Staff Accounts

Updated over 2 months ago

All employees should have their own staff account. This is to track actions such as sending customer chats and assigning profiles. There are different roles for different staff members.

  1. Locate the staff accounts by going to settings -> staff

  2. Fill in all the staff details

  3. Select the corresponding team member Role

    1. Manager: Access to all features of the platform

    2. budtender: limited to processing online orders and accessing the customer chat

    3. Creating a Driver:

      Any role can also be assigned as a driver my selecting the "driver" toggle under their profile details. This is crucial to creating delivery routes

  4. Set a Password and copy that password to give to the staff member

  5. Lastly Click Save to save all details

Resetting a Password

Anyone with a manager account can reset another member's password.

  1. Select the staff member from the staff management list

  2. Go to the bottom of the page and click Reset This User's Password

  3. Fill in the new password and copy that password to give to the staff member

  4. Lastly Click Save to save all details

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