How to create a new eBound User and POS Employee

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