In the Contact section, select your employee's preferred contact method ( Email, Mail or Call) for software updates and important messages from Lightspeed Retail. Your employee's explicit consent is required to contact them through these methods. Email 1 (used if the Email contact method is selected).In the Other section, enter the following details:.In the Address section, enter your employee's mailing address:.In the Phones section, enter your employee's phone numbers:.For more information, please see Configuring employee settings for multi-location accounts (beta). Note: If you're participating in the public beta for multi-location employee restrictions, you can select Edit to only give them access to specific locations. Alternatively, enable the Allow access to all switch to give them access to all locations. Connecting Sales, Service, and Parts, employees can easily text, email and set appointments while documenting client communication for better service and follow through. If you have a multi-location account, you can limit the employee’s access to a specific shop by selecting it from the Limit To Shop list. Customer Relationship Management (CRM) Lightspeed’s unique, built-in CRM helps you close more deals. Adding an employeeįrom the main menu, click Settings > Employee Setup > + New Employee.Įnter the employee’s first name and last name. We have set up Single Sign-On (Office 365 coming soon) so that the same login you use to access our Cloud Services can be used to access the Customer Portal. Seeing that a Custom employee role can only be configured within an employee account, we recommend that you at least define the employee role permissions you plan to enable for them ahead of time.įor more information on employee role permissions, please see our Adding employee roles article. We have created user roles for the Customer Portal that are synced with Lightspeed User roles to simplify the administration of your users. If you plan on adding employee roles, we recommend configuring the permissions of each employee role before adding your employees. Like Vend, Lightspeed has always been committed to investing in. Founded in Montreal, Canada, over the past 15 years Lightspeed has grown to serve more than 115,000 customer locations in over 100 countries. If you need to keep all your current employees active, email your request to increase your employee limit to your Sales Account Manager directly or to the Sales department at Alternatively, you can contact Support as they can coordinate a phone transfer or a callback request. Lightspeed is the one-stop commerce platform for merchants around the world to simplify, scale and provide exceptional customer experiences. If you've reached your employee limit and the + New Employee button no longer displays in Settings > Employee Setup, we recommend archiving an employee you're no longer using. The number of employees that you can add to your Retail account depends on your Lightspeed Retail plan.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |