How to create a new eBound User and POS Employee
NEW eBound User Setup
1. In eBound the Company Admin or User Admin will
have to click on their name in the upper right corner and select Manage Users
2. Select Add User
3. Here the First Name, Last Name, email address
and password must be set up. You can assign a role of Company Admin
(everything), User Admin (Can add other employees) or manager (some admin
functionality, but no access to Company Admin store functionality.
4. Click Save
5. Now you will click on the employee Hyperlinked
email address in the Manage User’s Screen.
6. You must Assign a Default Bound Book –
a. (FOR POS CLIENTS) This will
be the one attached to the POS with an API Key.
7. You can assign permission to specific Apps, Orchid eBound will need to be selected at minimum to assign permissions.
8. You will now need to select their default bound book. This is going to be the book that will automatically display when they login.
9. You can limit permissions in eBound as much as
you would like.
a. For standard POS transactions, I recommend using the
permissions in the screenshot above.
b. This will allow transactions to be
completed from POS, as well as receiving inventory directly into eBound, doing
transfers directly from eBound and reviewing 4473’s, generate and view multiple
sale forms, searching the bound book and the ability to see Item Detail.
c. Single Item Detail is the back door for removing 4473 reservations on serial numbers if
needed.
If you need help figuring out what each permission does, click here Permission Breakdown.10. Click Save
POS Setup
11. Setup the employee in POS
a. In Main POS - Office - Back Office - Employee
b. In Back Office - Settings - Employee
c. Click New Employee
12. Use the same information from eBound to setup each employee
a. Email Address and password must match exactly between both user accounts
13. Click Add
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