Setting Up Employees in MyOrderDesk 101 - Article 2 of 7 Follow

Overview

Managing employee accounts is crucial for maintaining control over your MyOrderDesk system. This guide outlines the steps to create and configure employee accounts, assign roles, and set permissions to ensure efficient workflow and security.

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Creating an Employee Account

1. Access the Admin Panel
   Log in to your MyOrderDesk account and navigate to the Admin Panel.

2. Navigate to Users & Group
   In the Admin Panel, go to Users & Groups.

3. Add a New Employee
   With the "Everyone (default)" group selected in the dropdown, select the "New" button.  
   Click on the "NEW" button to create a new employee account.
   
   
   A pop-up dialog box will appear where you can enter the user's email address and assign them a password. At this point, you can also select whether you want to have a New User email greeting sent to the user. Select Add when you are done. Repeat this for all employees who will be accessing the website.
   
   
   
   

4. Select the Employee
   Click in the row of the user you want to assign to an employee group. With the row now highlighted, select the "Assign" button. 
   
   
   

5. Assign Roles and Permissions
   Determine the appropriate roles and permissions based on the employee's responsibilities. Roles can include Admin, Sales, Production, etc., each with specific access rights.

   • Site Owner – There can be only 1 site owner. The Site Owner's name and email address is what will be shown on all outgoing email notifications to your end-users. The site owner account will also be notified when an end-user creates a new account.
   • Site Administrators – have the same permissions as the Site Owner. They can modify all options in the MyOrderDesk website.
   • Job Administrators – have full access to all Orders on the website. They cannot add/edit Order Forms or change options on the website.
   • Staff – is able to download Job Files and view the details of all Jobs. They cannot delete Jobs.
     
     

    

6. Save the Employee Account
   After entering all necessary information and assigning roles, click "Save" to create the employee account.

7. Confirm Changes
   After you've assigned all employees, select the "Employees" group from the Group dropdown menu. Confirm that all employees are set up correctly. Upon first signing in, your employees will need to finish filling in their profile information.

Best Practices

• Regularly Review Permissions: Periodically assess and update employee roles and permissions to align with their current responsibilities.

• Implement Strong Password Policies: Enforce the use of complex passwords and regular password changes to enhance security.

• Monitor Employee Activity: Utilize audit logs to track employee actions and ensure compliance with company policies.​

For more detailed information and advanced configurations, refer to the official MyOrderDesk Knowledge Base.