{"id":1030,"date":"2022-01-10T12:12:27","date_gmt":"2022-01-10T12:12:27","guid":{"rendered":"https:\/\/www.smartsaleerp.com\/helpdesk\/?post_type=ht_kb&#038;p=1030"},"modified":"2022-02-07T11:43:05","modified_gmt":"2022-02-07T11:43:05","slug":"how-to-set-up-staff-credentials","status":"publish","type":"ht_kb","link":"https:\/\/www.smartsaleerp.com\/helpdesk\/knowledge-base\/how-to-set-up-staff-credentials\/","title":{"rendered":"HOW TO SET UP STAFF CREDENTIALS"},"content":{"rendered":"<ol>\n<li>Click on <strong>Administration<\/strong>, choose <strong>Staff Services<\/strong> then select <strong>Set Up Credentials<\/strong>.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1031\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1.png\" alt=\"\" width=\"421\" height=\"320\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1.png 421w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1-200x152.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1-50x38.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1-60x46.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc1-100x76.png 100w\" sizes=\"auto, (max-width: 421px) 100vw, 421px\" \/><\/a><\/li>\n<li>Search for the employee\u2019s name then click on the <strong>set up credentials<\/strong>.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1032\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2.png\" alt=\"\" width=\"418\" height=\"518\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2.png 418w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2-161x200.png 161w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2-40x50.png 40w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2-48x60.png 48w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc2-81x100.png 81w\" sizes=\"auto, (max-width: 418px) 100vw, 418px\" \/><\/a><\/li>\n<li>On the right side of the page, you select which <strong>credential to assign the staff<\/strong>; either regular,<\/li>\n<\/ol>\n<p>supervisor, manager or administrator.<\/p>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1033\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3.png\" alt=\"\" width=\"427\" height=\"159\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3.png 427w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3-200x74.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3-50x19.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3-60x22.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc3-100x37.png 100w\" sizes=\"auto, (max-width: 427px) 100vw, 427px\" \/><\/a><\/p>\n<ol start=\"4\">\n<li>Next, enter the <strong>user name <\/strong>and <strong>password<\/strong>; the password needs to be entered twice to avoid having two different passwords.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1034\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4.png\" alt=\"\" width=\"413\" height=\"149\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4.png 413w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4-200x72.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4-50x18.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4-60x22.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc4-100x36.png 100w\" sizes=\"auto, (max-width: 413px) 100vw, 413px\" \/><\/a><\/li>\n<li>Click on <strong>Save<\/strong> to set up the account.<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1035\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5.png\" alt=\"\" width=\"224\" height=\"127\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5.png 224w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5-200x113.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5-50x28.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5-60x34.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/01\/sc5-100x57.png 100w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/><\/a><\/li>\n<li>Log out of the system and log in with the new password to ensure that the new account is saved successfully.<\/li>\n<\/ol>\n<p><iframe loading=\"lazy\" title=\"Setting Up Credentials\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/WE1clJ6Yf0g?list=PLF62JtkFHNenezAIzB91EZ_Ff7Fx9RFIy\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Click on Administration, choose Staff Services then select Set Up Credentials. Search for the employee\u2019s name then click on the set up credentials. On the right side of the page, you select which credential to assign the staff; either regular, supervisor, manager or administrator. Next, enter the user name and&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[30],"class_list":["post-1030","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-how-to-guides","ht_kb_tag-staff-management"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1030","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/comments?post=1030"}],"version-history":[{"count":3,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1030\/revisions"}],"predecessor-version":[{"id":1238,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1030\/revisions\/1238"}],"wp:attachment":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/media?parent=1030"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-category?post=1030"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-tag?post=1030"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}