User Management

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Adding Users & Teams

Teaming up is a very important feature that we bring up for you. Working in the vast business environment, and having different teams with one purpose might seem easy, but it really isn’t when it comes to management.

Activity list, request list, expenses tracking, customizable form, opportunity management, and request management will be able to keep your teams working on track. These also ensure the convenience of working in team not only for staffs but also for the managers (team lead).

Adding User

How to add user

1. Log in to your Symple Admin Account
2. Select Control Panel > User Management from the side menu
3. Find Create User button located on the top right corner of your user list
4. In the User Form fill up all the necessary data before you proceed to create a user
5. Click Create at the most bottom right corner

 

Adding Team

How to add team

1. Log in to your Symple Admin Account
2. Select Control Panel > User Management from the side menu
3. Find Create User button located on the top right corner of your user list
4. In the User Form team section scroll to the end until you find “+ New Team” section
5. Enter the desired team name
6. Click Create and your new team will be created

or,

1. Log in to your Symple Admin Account
2. Select Control Panel > User Management from the side menu
3. Select a user that you want to edit
4. In the User Form team section scroll to the end until you find “+ New Team” section
5. Enter the desired team name
6. Click Create and your new team will be created
7. Click Update to get this user included in the team you just created

 

Setting Default Check-In Customer/Location

Your rep will never have a hard time to define their checked-in location anymore because you can set their default check-in customer/location. This will help your reps to have their check-in customer/location generated automatically for them every time.

How to set default check-in customer/location

1. Select the user who you would like to set default check-in customer/location for
2. Click on Edit user button
3. Click on the Check-in Location tab
4. Click the “+” button to add a default check-in customer/location
5. Fill up the required fields to create a new customer as your rep default check-in customer/location
6. Click Update to save your changes and get your rep check-in customer/location set.

 

Setting Default Subscribed Customer/Location

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How to set default subscribed customer/locations

1. Select the user who you would like to set default subscribed customer/location for
2. Click on Edit user button
3. Click on the Subscribed Location tab
4. Key in the name of the customer you would like to assign as the user’s default subscribed customer/location
5. Click on Add button to add this customer as a default subscribed customer/location
6. Click Update to save your changes and get your rep check-in customer/location set.

 

Setting Approving Managers

You can have different managers who are approving different request like expenses, leave, and overtime.

How to set approving managers

1. Select the user who you would like to set default subscribed customer/location for
2. Click on Edit user button
3. Click on the Approving Managers tab
4. Key in the approving managers names or select the available manager from the list.
5. Click on Add button to add new manager
6. Click Update to save your changes and get your approving managers set.

 

Setting Permitted Login Device

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How to set permitted login device

1. Select the user who you would like to set permitted login device for
2. Click on Edit user button
3. Click on the Permitted Login Device tab
4. Key in the name of the device(s) that is permitted to login, and switch on the features that you would like to use
5. Click Add button
6. Click Update to save your changes.

 

Setting Real Time Tracking

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How to set real time tracking

1. Select the user who you would like to set real time tracking for
2. Click on Edit user button
3. Click on the Real Time Tracking tab
4. Click on any switch to activate the feature you desire
5. Click Update to save your changes.

 

Setting User Default Forms

As the handheld devices popularity and versatility keep growing, more and more retailers are driven to adopt mobile POS system. This makes the increasing demand of data capture solutions inevitable.

How to set user default forms

1. Select the user who you would like to set real time tracking for
2. Click on Edit user button
3. Click on User Default Forms tab
4. Tick any form from the available form list that is needed to make it a default form for this user
5. Click Update to save your changes.

 

Setting Mileage Rate

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How to set mileage rate

1. Select the user who you would like to set mileage rate for
2. Click on Edit user button
3. Click on Mileage Rate tab
4. Fill up the mileage range and the amount or rate accordingly.
5. Clik ADD button to add your new mileage rate to the list
6. Click Update to save your changes.

 

Setting Access Module

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How to set access module

1. Select the user who you would like to set access module for
2. Click on Edit user button
3. Click on Access Module tab
4. Switch on the modules that you want your rep to see
5. Click Update to save your changes.