Staff

This article will provide information on how to add staff and set permissions

Aptimyz has certain Staff settings that can be set during onboarding or by visiting Setup > Staff > Settings

Employees are added to the Aptimyz system in two ways

1. From Clover automatically during Onboarding
2. Via the Aptimyz Registration process

Aptimyz Staff Settings (Mandatory)

1. Login to Aptimyz Back Office using the Owner login that was used to setup the Clover system
2. Select Setup > Staff > Settings
   

The following settings are used to calculate commission and create time-logs, if applicable

1. Employee Default Commission % Rate (numeric value only)
2. Default Commission Threshold Value (numeric value only)
3. Commission Calculated on Gross Sales or Profit (dropdown list of Gross Sales or Profit)
4. Commission for All Sales (Yes/No selection. "No" for only above threshold)
5. Enable Employee Time-Logs (Yes/No selection, use Yes if you wish to record break times and total staff hours on the POS terminals
   
   Please Note - Utilise the commission settings to track employee's commission rate. Edit reports to view total values derived from Gross Profit/Sales, allowing you to calculate commissions based on their rate effectively.

Clover - Add a New Employee

    If you are adding employees via Clover - please follow the steps outlined below.

Clover Back office

Add New Employee

1. On a web browser, log in to the Web Dashboard.
2. Click Employees.
3. Click Add New Employee.
4. Enter the following information:
5. Name: Enter the name of the employee.
6. Role: This determines what permissions the employee will have.
7. Passcode: This is the 4/6-digit number the employee uses to unlock the Clover Till device. Each employee needs to have a unique passcode.
8. Nickname (Optional): Enter a nickname that will be used anywhere the employee name shows up, such as on receipts.
9. Email (Mandatory for employees who need access to Aptimyz back office):

         Enter a valid email address for every employee that needs to access Aptimyz Back Office.

   10. Tap Save to finish.

Clover Permissions

To set permissions for employee roles

1. Open the Employees app.
2. Click the Permissions tab.
3. Click Edit next to the app you want to edit permissions for.
4. You can see all permissions for an app by clicking View App Permissions.
5. To add an employee role to the permission, click the Roles dropdown menu and select a role.
6. To remove an employee role from the permission, click the X button next to the employee role.

Clover Permissions that have an impact in Aptimyz POS

Please ensure the employees are set in the correct roles.

a) Access Discounts
b) Access Manual Transaction with Perform manual refund
c) Access Refund with App permissions Access Manual Transaction and Void refunds
d) Access Sale with Access Manual Transaction
e) Access Transactions with Refund payments

Aptimyz

Aptimyz Employees

1. Login to Aptimyz Back Office using the Owner login that was used to setup the Clover system
2. Select Setup > Staff > Employees

• The screen will display all Clover employees with their roles, nicknames, emails and phone numbers, where applicable.

 

 

Staff Roles

• Note: this is an information only page
• Displays a list of the roles and the employees within each Role
• Roles should be maintained in Clover.

1. On a web browser, log in to the Aptimyz Back Office using the Owner login that was used to setup the Clover system
2. Select Setup
3. On the Staff tab, select Roles
   

Aptimyz Employee Permissions

1. On a web browser, log in to the Aptimyz  back office using the Owner login that was used to setup the Clover system

2. Select Setup

3. On the Staff tab, select Permissions

4. Select either specific Menus/ Menu options and tick the permissions box applicable or tick Select All at the top of the list.

   
   

    

Back Office Access

1. Select the Back Office tab
2. For each role tick only the applicable options for each role
3. The permissions for any staff group can be setup on this page
4. Identify which service you wish your staff to have access to and click on the box next to the Access title

Useful Staff permissions

• a) Add / amend Customers

• b) Label Print

• c) Rapid Stock input

• Note: In order for a member of staff to have Back Office access, please ensure they have a working email address when creating the login in Clover. They will need this for verification and password notification. It may be useful to have a @xxStorexx.com user created. This user can be setup in the Aptimyz back office with specific access only.

POS Access

1. Select the POS tab
2. For each role tick only the applicable options for each role.

• Note : If no permissions are set for any Role in either the Back Office or POS modules, then all staff have access to all areas in that module.

First Aptimyz login

   When the user wishes to login to the Aptimyz back office

1. a) For US and Canada customers, go to https://market.aptimyz.com/users/login

        b) For European customers, go to https://market.eu.aptimyz.com/users/login

   2. Login with the email address from their Clover Employees entry (see above)

   3. Tap "Reset Password"

   4. Aptimyz will then send an email to the user with Password reset instructions

If the email does not arrive, please ensure that you add aptimyz.com emails to your email list, specifically no_reply@aptimyz.com.

This is the end of the article