Managing Staff with Enterprise Admin

The "Staff management" section in the Enterprise admin panel empowers you to oversee and administer your staff members across multiple stores. This includes tasks such as adding and deleting staff members, checking their statuses, and managing their permissions. To access the "Staff management" section, you must have the organization-level permission.

Adding Staff Members

Through "Staff management", you can add staff members by providing them with organization and/or store management permissions and sending them invitation emails.

1. From your Enterprise admin panel, go to Staff management > Staff.
2. Click Add staff in the upper right corner.
   
3. In the "Staff information" section, enter the staff member’s name and their email address or mobile phone number.
   
4. Assign management permissions to the staff member.
   • If you select Assign role as the permission type, you can grant permissions to the staff member based on a pre-set role. For more details, refer to the Managing Staff with Roles section.
     
     
   • If you select Custom permissions as the permission type, the setting menu for "Permission range" will expand, allowing you to customize the permissions for the specific staff member. See step 5 for further configurations. 
     
     

5. Configure the permission range for the staff member:
   • Organization management permissions: Select the organization-level permissions you want to assign to this staff member. These should be granted to trusted staff only.
     
     
   • Store access permissions: Select the store access range for this staff member.
     • If you grant access to All stores in the organization (includes both current and future stores), you can click Edit store permissions to further set up the staff member’s permissions for all stores.
       
     • If you select Assign store range for specific store assignments, click Add stores and permissions, and follow the steps to grant permissions for the selected store(s) to the staff member.
       

6. Once all the permissions are configured, click Add in the lower right corner to send the invitation email.

Viewing Staff List

The Staff subsection under "Staff management" provides a comprehensive list of all the staff members associated with your organization.

The staff management page displays the following information:

• Staff name
• Email/phone
• Staff role
• Staff type
• Status

On the staff management page, you can perform the following actions:

1. Add new staff members to specific stores or all stores within your organization.
2. Easily switch between two tabs: "Organization staff," listing all staff members in your organization, and "Other staff," where you'll find customer service agents from the SHOPLINE platform.
3. Efficiently search for a specific employee by entering details such as staff name or staff account.
4. Filter staff members based on staff role, staff type, and/or store access.  
5. Edit or Remove staff members from the list. 

Managing Staff with Roles

In staff management, a role is defined by a combination of organization-level and store-level permissions. Assigning roles to your employees enhances the efficiency and organization of staff management.

Creating Roles

1. Go to Staff management > Role in your Enterprise admin panel.
2. Click Add role in the upper right corner.
   
3. Provide a name for the role.
   
4. Configure the permission range for the role: 
   • Organization management permissions: Select the organization-level permissions you want to assign to this role. These should be granted to trusted staff only.
     
     
   • Store access permissions: Select the store access range for this role.
     • If you grant access to All stores in the organization (includes both current and future stores), you can click Edit store permissions to further configure the role’s permissions for all stores.
       
       
     • If you select Assign store range for specific store assignments, click Add stores and permissions, and follow the steps to grant permissions for the selected store(s) to the role.
       

5. After the permissions are all configured, click Add in the upper right corner to create the role. 
   
   

Assigning Roles

1. From your Enterprise admin panel, go to Staff management > Staff.
2. Find the employee to whom you want to assign a role, and click the Edit button.
   
3. In the "Permission type" section, select Assign role.
4. Select a role for the employee, and click Update.
   

Removing Roles

1. From your Enterprise admin panel, go to Staff management > Role.
2. On the "Roles list" page, click the Remove button for the role you want to delete.
   
3. In the pop-up warning window, click Confirm if you are certain about the deletion.