Setting up Employees 101 - Article 2 of 7 Follow
Any employee of the print shop requiring access to the MyOrderDesk website will need to be added to the website.
Adding an Employee
Log into your MyOrderDesk website and click on the 3 horizontal bars to display the administration menu. Then, click Users and Groups.
With the "Everyone (default)" group selected in the dropdown, select the "New" button.
A popup 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 be sent to the user. Select Add when you are done. Repeat this for all employees that will be accessing the website.
Next, we will assign permissions to the newly added employees. There are 4 levels of permission for employees.
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.
Click in the row of the user you want to assign to an employee group. With the row now highlighted, select the "Assign" button.
Then from the popup dialog box, select one of the 4 levels for employees based on the permissions you want them to have. Note: In this dialog box you will also see an option that is grayed out (Set the selected user to approve or view," this option is only available to a Group that you create, and not for the Everyone Group. When you are done choosing the permission level, select the "Assign" button. Continue doing this for all the users you need to assign.
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.
You can change what information is required in the Profile by using the "Customer Contact Info" and "Extended Profile Editor" links found under Admin > Site Settings > Options > Sign Up & Security. To get here quickly from the User & Groups page, select the "gear" icon at the top/right side of the page.