Retailers come in all shapes and sizes: from the family-owned shop in your neighbourhood to the expanding multi-stores. However, this amazing diversity brings about different needs when it comes to employee settings. For example, some Retailers run their shop themselves or opt to share their login credentials with their employees. If this applies to your shop, you can move on to the 1.3 Taxes and Labor article.
If you'd like to keep your login credentials confidential, configuring your employee settings involves:
- Configuring employee roles
- Adding employee accounts
- Setting login credentials
Configuring employee roles
The first step to configuring your employee settings is to define a well-structured set of employee roles in Settings > Employee Roles.
For more detailed instructions, please see our Configuring employee roles article.
Adding employee accounts
Once you've defined your employee roles, you'll want to create new employee accounts in Settings > Employee Setup. The number of employee accounts that you can add depends on your Lightspeed Retail plan.
For more detailed instructions, please see our Adding employee accounts article.
Setting login credentials
Lastly, you'll want to set login credentials for your new employee accounts. There are two employee login types:
- External login
- Access PIN login
The External login right can be enabled in the employee roles. As for usernames, passwords and PINs, they are configured in the Sign In section of employee accounts.
|Access PIN login||
For detailed instructions, please see our Setting login credentials article.
If you've only assigned PINs to your employee accounts, you will want to extend the Auto Logout Delay setting in Settings > General Options. This will ensure that the Lightspeed session stays open during your business hours for your employees without External login. If you're unsure what to enter to keep your Lightspeed session open all day, simply enter 1440 (maximum number of minutes in a 24 hour day).
If you offer commission to your employees, we suggest assigning PINs and enabling the Require PIN Before Each Sale setting. If you've enabled the Service module while following article 1.1 Essential Settings, you can do the same for work orders by enabling the Require PIN Before Each Workorder. Both settings are also located in Settings > General Options. This will ensure that all sales and work orders are assigned to the correct employee in the Line Employee report.