Creating Employees

Please note: talech Starter is limited to 5 employees per account. talech Standard and Premium do not have a limit. 

Creating an employee on talech.com:

1. Navigate to Settings > Employees.

2. Click + button at the top right to add a new employee.

3. Add name, six or four digit numerical PIN and other relevant information. 

NOTE: If the employee is set as User or Other (at one location only), the pin can be four digits. All other roles/positions should be six digit pins. 

For Admin accounts:

• A first & last name.
• A unique ID number.
• A unique email address that the employee can access.

Please note: only the store owner can create or delete account admin users.

Once the account is saved, an email will be sent to the employee with a temporary password. Complete a store logout via the app and have the employee sign in with their email and temporary password. They will be prompted to create a new password and 6 digit PIN.

For Manager accounts:

• A first & last name.
• A unique ID number.
• A unique email address that the employee can access.
• A unique 6 digit numerical pin.

Once the information has been filled out, hit the save folder in the top right corner to create the account.

For User or Other accounts:

• A first & last name.
• A unique ID number.
• A unique 4 digit numerical pin. If the employee is assigned to multiple roles or locations they will need a unique 6 digit numerical pin. 

4. Assign role by clicking on "Roles" at the bottom of the employee page, then choose a box to add a check mark.  More than one selection can be made and you can choose which role to set as "default."

5. Set the default role. You can choose which role to set as "default." A default role is the permission set used if the user signs in to the register without clocking in first. NOTE: if "require clock-in to access register" permission is set for default role, user will be required to clock-in to register.  

Click here to view Employee Permissions 

Creating an employee on the iPad:

1. Login as an admin and goto Dashboard > Back Office > Employees
2. In the Employee view, tap on the + box in the top right corner to create an employee, or tap on an existing employee to make changes to their account/permissions.
3. Depending on the account type, you will need to fill out certain data. Please refer to the information below for what data each account needs.

If you wish to add or remove permissions for an employee, learn how to apply overrides.

Multi-location

If you have multiple locations, you can assign employees to as many stores as needed. To assign an employee to multiple locations:

1. Navigate to talech.com > Settings > Employees.

2. Select the employee you wish to edit.

3. Click on Roles

4. Use dropdown menu to select which stores you wish to add that employee to.

5. Choose role(s) you would like that employee to have  

NOTE: Overrides are per employee per store so any overrides at one store will not carry over to any other location. And pin will need to be adjusted to a six digit numerical pin. 

6. Click Save.