If you are creating a store account, you can make the first name “shop” for example, and the last name the store number, or location name, etc (whatever your personal preference, you just want to make sure that it’s easy to differentiate them). The benefit of using a store account that the employees can all use vs an individual account is that there will always be one account. With employees, there may be a higher turnaround rate, so you will constantly have to add new employees and make old ones inactive, whereas with a store account you can always just keep that one account. If a majority of your employees will simply just be completing checklists, this tends to be the more efficient option
PASSWORDS If you want it to be automatically generated, then you would make sure that the red check box is selected next to “generate password”. Doing this will send an email to that user’s email address once they are saved that will prompt them to login to the platform with that password
If you would prefer to set their password, then uncheck the red checkbox next to “generate password”. The only requirement is that passwords are 8 or more characters.
You will then see two additional check boxes, one that says “can change password” and one that says “must change password”
Checking the “can change password” box means that the user can change their password if they want to. If that box is unchecked, then they won’t have that option
Checking the “must change password” box means that the user will be required to change their password once they sign in. If that box is unchecked then they won’t be required to change it.
When creating a new user, it is best to create a new user account for them, rather than replacing an old user user with them. This is because all of the old user's completed checklists and data will then be associated with that new user, and you wouldn't be able to disaccoiate the two. Each user should only have the data that is associated with them and not others.
You are not able to delete users or locations with the system, rather you can make them “active” or “inactive”. This is because with users and locations, there may be important data that is connected to them, and deleting them would create holes in your data
When a user and location are made inactive, they are still seen by admin users and anyone who has been assigned a role that would allow them access, however, it will have a line through it that makes it clear that hey are inactive
Similarly to locations and users, you cannot delete questions on a question set ONCE IT IS SAVED. If you have saved it, then you can only make it inactive. This is because you don’t want to lose the data from a question once it is created. However, unlike users and locations, once you have made a question on a checklist inactive, it will no longer show up. If you decide that you want to make that question active again, all you have to do is click the gray "Show All" button on the right hand side next to the + Add Category button
*If you are unsure of how to save an image to use for your logo, right click on it, select "Save Image As", and then save it somewhere you know you will be able to locate it when browsing for the image on the platform
If you find that you don't see your logo after you uploaded it, that probably means that you have to clear your cache. To do this, clear your browser history. You will also need to quit and then restart your browser after doing this as well
If you are unsure how to clear your browser history,
On a mac, go to history (which can be found at the top of your screen as a tab labeled "history"), then selecting " Clear History" at the bottom. From their, select "Clear all history" and you cache will be cleared
On a PC, click on the three dots located at the top right hand side of your browser page, and then select history. From there, click "history" and then click "history" again. After that, click "Clear Browsing Data" and then select "All Time"
