As a store owner, you will have access to both Retail POS and the eCom (E-Series) dashboard by default. You will, however, need to manually set up and configure employee profiles, depending on whether they need Retail-only access, eCom-only access, or access to both Retail and eCom.

Enabling Retail POS and eCom access

Employees who need access to both Retail POS and eCom must have the eCom permission enabled.

To edit or add employees with access to both eCom (E-Series) and Retail POS, follow these steps:

1. Navigate to Settings > Employee Setup.
2. If the employee already has a profile, click to open their employee details. Otherwise, create a new employee.
3. Use the Role dropdown to select a role that has eCom permissions enabled.
4. Click Save Changes.

Employees with the eCom permission enabled can select eCom (E-Series) from the Retail dropdown to switch to the eCom dashboard.

Enabling Retail-only access

Retail-only employee profiles must be created in Retail POS with Associate login permissions.

Enabling eCom-only access

If you want to give an employee access to your online store only, create an employee profile in your eCom dashboard.

1. Choose eCom (E-Series) from the Retail dropdown menu.
2. Navigate to My Profile > Staff Accounts.

3. Click + Add Staff Member.

   

4. Enter their email address.
5. Use the Permissions checkboxes to enable or disable permissions for the staff member.
6. Click Send Invite.

For additional instructions on adding employees to eCom (E-Series), see the Adding and managing staff accounts article.