What are the steps to integrate Multi-login with OrderEasy RetailEasy 6.5 & 7?
Step 1: In Pos, you need to go to Tools -> Configuration -> Security Manager.
The security Manager screen will be displayed as shown below.
Step 2: Click on "Users" option.
Step 3: Click on the "Add" button to add a new user.
Step 4: Fill up all the necessary details of the user and click on the Save button.
Step 5: Click on the the menu configuration button.
Step 6: Select the menus you want to give access to the user and then click on the "Save" button.
Note: You can edit the rights of the user or any other details any time.
Step 7: Now login to the OrderEasy portal with the customer admin credentials.
Now click on the ‘OrderEasy’ addon and navigate to the Security 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, addon (select addon from the dropdown menu), and active/inactive status.
Once the addon is being 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 6: Navigate to the employee master screen under the security menu. Then search for the employee master which was created in the pos, and click on the edit menu (pencil icon).
Step 7: Assign the role which was created on the role master page. Update all the other details such as role, addon, and outlet details from the drop-down menu. Once the associated details are updated, then proceed by clicking on the ‘Save’ button.
Now you can experience multi-login by opening the OrderEasy portal and log in to it using the user id (email id or mobile no.) and password which was entered while creating the POS user. (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.
After successful login of the integration portal, only the assigned options will be 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.
After the successful multi-login configuration, then the portal can be accessed by multiple users based on the configuration set in the integration portal.
Related Articles
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 ...How to process OrderEasy orders in POS?
Steps to convert Online order [Sales order] to Sales Bill in POS : 1) In POS, press on Sales bill screen 2) In the sales bill screen, click on From SO in RetailEasy6.5 & LoadSO in RetailEasy 7(Shift+F3) option from the shortcut. 3) Select the order ...OrderEasy FAQs
1. Can customers set a different price for online and offline? A. No. Whatever price customer sets in the POS, the same will be reflected in the app. 2. Can consumers get real-time status updates? A. Consumers will get ...What are the general configurations of OrderEasy app in integration portal?
Go to configuration -> OrderEasy app configuration There are 4 types of configuration in the screen: 1. App configuration 2. About us 3. Multilanguage configuration 4. Payment configuration 1. App configuration: Retailers, according to their business ...What are the configurations for OrderEasy in RetailEasy?
Item Configuration in POS: The owner can active or inactive the item in the item master in POS. If any item is marked as "No" under "Applicable online store" in RetailEasy 7 or "Applies online" in "RetailEasy 6.5 & ServeEasy 6", then that particular ...