How to Add Employees to the Billfold Dashboard
Step 1: Create Roles
Access Management Panel:
Log into the Billfold Dashboard.
On the left-hand side, click on Access Management.
Navigate to Roles:
Select the Roles tab at the top.
Add a New Role:
Click the New Role button located on the right.
Choose the Employee tab at the top. The Organizer tab is designated for Dashboard access, while the Employee tab is intended for POS access.
Name your new role, typically something like “Salesperson” or “Manager.”
Adjust the features necessary for the role you are establishing. For instance, a manager may have the ability to void items or cancel tabs, a bartender could have fundamental access to the Bartender app, and a table service server might have the capability to create tabs.
Create the Role:
Click on Create Role to finalize your new role setup.
Step 2: Create Users and Add Employee Groups
Create Employee Group
Navigate to Users:
In the Billfold Dashboard, under Access Management, click Users.
Access Employee Groups:
Select the Employee tab at the top.
Click the sub-tab Employee groups.
Create a New Group:
Click the Create button on the right.
Fill in the required information.
Click Create Group to save your new employee group.
Create/Import Users
Access Employee Users:
In the Users section, select the Employee tab.
Click on the sub-tab Employee users.
Import Users:
Use the Actions dropdown menu on the right and select Import.
Click Download template to obtain the employee template.
Complete the template with the necessary employee information. (Note: The vendor ID field is optional)
Save it as a CSV file.
Return to the Actions dropdown and choose Import again.
Click Choose File, select your completed template, and click Import to add your employees.
Step 3: Add Employee Group to an Event
Select Your Event:
In the Billfold Dashboard, click on Events on the left.
Select the event you wish to update. Use the filters at the top of the page to find your current or upcoming event if needed.
Add Employee Groups to the Event:
Click on the Employees tab.
Use the Actions dropdown menu on the right and select Add Employee Groups.
Choose the employee group you wish to add.
Click Add Employees to complete the process.
By following these steps, you can efficiently add employees to your events using the Billfold Dashboard, ensuring smooth employee management and operations. If you need further assistance, please reach out through our Billfold help channels. Happy organizing!