Instructor and Trip Group Leader Login Access
Any customer contact can be designated as a course instructor or trip group leader. They can also be provided a login ID that will allow access only to view and print course rosters and trip manifests. This does not allow them any other use of Orchid POS and does not count toward your total users.
- Go to Office > Contacts > Contacts and search for the customer’s account.
- Click their ID to access their contact details. Scroll to the bottom of the page to find the Other Details section and turn on Instructor and/or Group Leader.
- Turn the toggle ON and you will be asked if you’d like to create a limited access ID. Click OK and you will be presented with a login setup window:
- Set their login username and password, then click Save.
- For the user to login, they will go to your main store login page, then click the provided link for Instructor and Group Leader page.
- To manage the login’s, go to Office – Back Office Settings – Employee then click the Instructor or Group Leader button. From there, you can change the password or disable the user’s access.
Related Articles
Pipe "I" Error message for POS Transactions
Orchid POS’ Account Management screen must have the correct Orchid eBound login credentials in order to access Orchid eBound during an ATF transaction. Failure to have this information listed will result in a “ | “ error message. If your password ...
View a Trip Manifest
To view a comprehensive list of the customers involved in a trip, their contact information, and their reserved options, go to Trips > Travel > Manage Travel. Search for trip then click the Manifest icon. If you prefer a summary view, click the trips ...
Selling a Trip
Trips typically take multiple deposit payments over time, as reservations are created and edited sometimes years in advance. When the trip is complete, you will sell the trip. This will close all reservations and move all payments from deposits ...
Setting Employee Permissions with Access Levels
Access Levels are groups of permissions for pages, modules, features and functions that are set then assigned to employees. This allows you to have full control over exactly what your employees can see and do within Orchid POS. You must create at ...
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 ...