What are the steps to integrate Multi-login with OrderEasy in HQ

What are the steps to integrate Multi-login with OrderEasy in HQ?

Step 1:

To create a new user or to edit an existing user please refer to the following help resources

Help Document:

https://help.hq.gofrugal.com/Employee-List.html

Video:

https://www.youtube.com/watch?v=HL8xBgB3qS8

 

Once the employees are added to HQ now we have to configure them in the OrderEasy Integration Portal.
 
Step 2:
Now login to the integration portal with the customer admin credentials.

 

Now click on the ‘OrderEasy’ add-on and navigate to the menu Security -> Employee Master screen.


You can check if the newly created employee name is listed automatically on the screen.


Then navigate to the role master screen where you can create the role by tapping on the ‘Add Role’ menu button.


 

Now update the mandatory fields such as role name. role description, add-on (select add-on from the dropdown menu), and active/inactive status.

 

Once the add-on is selected, the associate menu pages will be displayed on the right side of the page from where you can select the pages to be given access to the associated role.

 

 

Now tap on the ‘Save’ button and proceed further.

 

Step 3:

Navigate to the employee master screen under the security menu.

 

 

Now search for the employee master which was created in the HQ, and click on the edit menu (pencil icon).

 

Assign the role which was created on the role master page. Update all the other details such as role, add-on, and outlet details from the drop-down menu.

 

 

 

 

Once the associated details are updated, then proceed by clicking on the ‘Save’ button.


Step 4:

Now you can experience multi-login by opening the integration portal and log in to it using the user id (email id or mobile no.) and password which was entered while creating the user in HQ. (Use the same credentials as the POS user login)

 

You can only perform reset the password for the main admin user from the integration portal. For the rest of the other users, it just needs to be changed in 'Employee Master Report' in HQ.

 

After successful login of the integration portal, only the addons and menu pages that were made accessible to that user will be displayed.

 

If the user is marked inactive in the customer admin portal, then the user will not be allowed to login into the portal.

 


 

Only the menu pages and the outlet which was linked to the role master should only be displayed.

 

 

After the successful multi-login configuration, now the portal can be accessed by multiple users based on the configuration set in the integration portal.

 


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