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Adding Employees

A guide for how to add, deactivate, and reactivate employees in Material POS

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Add a New Employee

  1. Login to https://app.materialretail.com/home
  1. On the side bar, push Employees.
  1. To add a new employee, push the purple Add Employee button.
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  1. A pop up window will open, then enter employee First Name, Last Name, Role, and Pin.
    1. If the employee is only going to take sales in store, you do not need to check off the box for back office access
    2. If the employee will be doing things in the back office such as adding product, you can check off the box and invite them via email
    3. Notion image
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The PIN is how the employee will clock in on the iPad App

  1. After filling out the fields, push Add Employee.

Edit an Existing Employee

  1. Under Employees, select the employee you would like to edit and push the Edit Button on the right side.
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  1. A pop up will appear and you can edit the Employee's Name, email, and Role.
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  1. Push Save Employee once changes are made

Deactivate An Existing Employee

  1. Under Employees, select the employee you would like to edit and push the Edit Button on the right side.
  1. A pop up will appear and you can deactivate the employee which will stop giving them access to the POS.
 
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  1. The deactivated employee will now appear in the tab of inactive employees.

ReActivate a Deactivated Employee

  1. Under Employees, select the Inactive tab on the employees page.
  1. Select the employee you would like to ReActivate and push Edit.
  1. Once the pop up appears, push the Activate Button to reactivate the employee.
 
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  1. The employee will now show up under the Active Tab on the Employees Page.

Employee Pins

  1. The employee pins are used to clock in & out of the system using the iPad.
  1. Each code is custom and assigned to the employee upon creation of the employee.
  1. To reset an employee pin, simply click the "Reset" button next to the employee's name.
 
 
 
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