SET-UP | Upload Retail Admin Users

To Add Store Managers/Staff for each of your stores, you'll need to complete the Attached Spreadsheet and save this as a .csv file.

You'll also need to define a First Time Login password for Retail Staff to login to access the virtual queue for their respective store. Staff will be prompted to update this password on First Login to the Retail Admin site.

PLEASE NOTE: We recommend setting up SAML integration for Retail Staff before rolling out the platform to a significant number of stores/branches. 

STEP 1 - DEFINE RETAIL ADMIN USERS

1. Open the Attached .CSV file.

2. For each Store that you've added to the Platform (or you'd like to launch Virtual Queue Management in).

3. Add the respective Store/Branch Managers/Staff Retail Admin Accounts.

4. Make sure that each of the STORE CODES added in the last column matches those defined for each of the stores within the platform.

5. Save the File as a CSV file again.

STEP 2 - UPLOAD RETAIL ADMIN USERS TO THE PLATFORM

1. Login to HQ-Admin & select COMPANY SETTINGS (bottom of left hand nav menu).

2. Navigate to Retail Admin Set-up page.

3. Drag & Drop the above CSV file into the Upload Section (see screenshot below).

4. Define & Confirm the First Time Login Password that will be used by all Added Managers/Staff (they will be asked to update this password on First Login).

5. Copy & Share the Retail Admin Login link (& created credentials) with each of your Retail Staff.