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:
Now click on Add menu and update the mandatory details which are to be imposed and click on the Save button.
Now click on Add menu and update the mandatory details which are to be imposed and click on the Save button.
Fill in the mandatory details as shown below and proceed
Step 3:
In the menu configuration screen, any option can be selected or you can proceed by clicking on the Save menu.
In the menu configuration screen, any option can be selected or you can proceed by clicking on the Save menu.
Step 4:
Once the details are updated, now the created user will be listed on the user's screen. You can also edit the details of the user by clicking on the Edit menu.
Once the details are updated, now the created user will be listed on the user's screen. You can also edit the details of the user by clicking on the Edit menu.
You can edit the status of the user or any other details.
Step 5:
Now login to the integration portal with the customer admin credentials.
Step 5:
Now login to the integration 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.
Now search for the employee master which was created in the pos, 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, 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 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 your POS. (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 'Security Manager' in your POS.
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 made 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, then the portal can be accessed by multiple users based on the configuration set in the integration portal.
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