CasperVend 2/Managers: Difference between revisions

From CasperTech Wiki
Jump to navigation Jump to search
Line 16: Line 16:
:# When done selecting options, click the green "Save" button in the top right of the popup window.  
:# When done selecting options, click the green "Save" button in the top right of the popup window.  
:# The popup will go away, and your selected options will be in effect.  
:# The popup will go away, and your selected options will be in effect.  
:# You will now see your new manager in the managers list. '''([https://wiki.casperdns.com/images/3/30/Managers_with_1_manager.jpg see example image)]'''
:# Repeat for each manager you wish to add.
:# Repeat for each manager you wish to add.

Revision as of 19:13, 4 August 2024

CasperVend Store Managers

Managers are NOT CSR contacts! Be VERY careful who you add to your managers list! You must be able to trust them with every option you give them!

Add a Manager

  1. Go to your Managers page.
  2. Click the "Add Manager" button.
  3. Add the current ACCOUNT name of the manager - not their display name!
  4. Click the blue "Ok" button.
  5. You will immediately get a permissions popup that contains all the low / moderate / significant / high risk options.
  6. Tick the boxes as appropriate for your choices.
  7. When done selecting options, click the green "Save" button in the top right of the popup window.
  8. The popup will go away, and your selected options will be in effect.
  9. You will now see your new manager in the managers list. (see example image)
  10. Repeat for each manager you wish to add.