Creating Staff Users

1. Access the Staff User Creation Page

• Log into the NOQ Backend Portal.
• Navigate to Business Settings > Users > Staff.
  
  
• On the Staff screen Click Create Staff to begin adding a new user.
  
  

2. Complete the Create Staff Form

Fill in the following fields to create a staff user:

Mandatory Fields

• Staff ID: Unique identifier for each staff member, such as payroll number. This will appear in reports.
• First Name: Staff’s first name, also displayed in reports.
• PIN Code: Click Generate PIN to create a login PIN for the staff member to access EPOS applications. (You can return here to generate a new PIN if needed.)

Additional Staff Details

• Registered Email
• Role: Assign the employee’s role.
• Phone Number
• Emergency Contact
• Hourly Rate: Enter the staff member's hourly pay rate, linked to their clock in/out records for accurate earnings calculations.

Optional Details

• Birthday
• Gender
• Street Address
• Postcode
• Country

3. Define Access Type and Permissions

• Set the Access Type for the staff member to customize their permissions. Permissions can include:
  • Creating and editing menus
  • Managing refunds
  • Viewing reports
  • Additional settings as needed.

4. Save and Assign Store(s)

1. Click Save Staff to finalize the staff member’s profile.
2. Once saved, find the new staff member under Users > Staff.
3. Click Assign Store, then use the Add Store dropdown to select the applicable store(s).
   • You can assign multiple stores to a single staff member if needed.
   

5. (Optional) Bulk Upload Staff

If you need to create several staff at once, it may benefit to take advantage of the Bulk Upload functionality.

1. On the Staff page, click Bulk Upload.
2. Click New Staff Template to download the CSV. file.
3. Complete the necessary fields, the columns include the fields and permissions from the Create Staff form.
   • For Permission based columns, please enter Yes to grant permissions (default set to No)
4. Once complete, save file as CSV.
5. On the Select Action drop down on the Bulk Uploads page, select Add new staff. Click Upload Template and upload the file from your computer.
   • If you need to bulk edit your staff list, you can download the Current List Template, made your edits then use Select Action > Edit current staff and upload the edited file.

Your new staff member is now set up with the appropriate access and assigned to their designated store(s).