What kind of employee management capabilities exist in Tekmetric Multi-Shop?
Within Multi-Shop, you can:
- View all employees in your organization, see what shops they are in, and see their roles in each of those shops
- Create new employees and assign them to shops
- Delete employees from your organization
- Grant access to the Multi-Shop dashboard for any employees that need access
View Employee List
The Employees section lists out all employees within your organization. Using the Shops popover, you can see which shops each employee is in and what their role is in each shop.
Create New Employee
Organization owners and admins now have the ability to create new employees within the Multi-Shop dashboard. This functionality is not available for "read only" users of Tekmetric Multi-Shop.
In the upper right corner of the Employees table, you'll see an "Add Employee" button.
If you select this, you'll first be asked to fill out the contact information for the new employee. This screen should look very similar to the screen that exists when you create a new employee in an individual shop.
In the next step, you'll be asked to provide the role & salary info for the employee.
In the third step, you'll be able to choose the permissions for the employee. The permissions will default based on the role you selected in the previous step, but you can customize them on this screen to match what you want this employee to have access to.
Finally, you can select which shops you want to add this employee to. On this screen you will see all shops within your organization. You can choose whatever combination of shops you want.
Once you select the shops and continue, the employee will be added to all the shops with the role, salary, and permissions you've selected in the previous steps. There is no need to go into each shop one at a time and create the employee anymore!
If you are the organization owner, you will also see the option to choose Multi-Shop access for this employee in the final step. You can choose between None, Read only, and Full edit.
Creating a "Multi-Shop only" Employee
Organization owners will also have the ability to create a "Multi-Shop only" employee that is not necessarily tied to any individual shops. Instead, they will be granted Multi-Shop access upon creation.
Select the arrow on the right of the Add Employee button, then select the Add employee to Multi-Shop only option.
From here, you'll be asked to provide the employee's contact information and Multi-Shop Access type (Read only or Full edit). Once you fill this information out and continue, the employee will be created and will have access to the Multi-Shop dashboard.
Delete Employee
Only the Organization Owner will have the ability to completely delete employees within Multi-Shop.
Select the three dot menu for an employee, and you'll see a "Delete Employee" option.
If you select this option, you'll see a confirmation modal asking you to confirm your choice. Once you select Delete, the employee will be completely removed from your organization:
- They will be deleted from all shops they were in
- Their Tekmetric Multi-Shop access will also be removed if they had any
Grant Access to the Multi-Shop Dashboard
Only the Organization Owner will have the ability to grant access to the Multi-Shop Dashboard. See "Who has access to Tekmetric Multi-Shop?" section here for more details.