Employee rights explained
Do you have an account on our webshop that is used by several employees? Then you can now use the "Employees" tab. The employees feature allows you to create additional accounts that are placed under your main account. You can then determine the rights of the additional accounts you have created in your main account. Example: you are a workshop manager and you order together with your colleagues using one account. This means that your colleagues have the same rights that you have as a workshop manager. To get a better grip on the orders placed by your colleagues, you would like to set that you are the only one who can actually order. You can now set this with the employees function. You can read how to do this below.
Step 1: Find employees tab
Log in to your RDM Parts account, on the left side of the screen, you will see various tabs. The third tab is called "Employees." Click on this tab, and you will see the screen below.
Step 2: Create an employee
Click on "Create Employee" (the green button). You will now see the screen below. Fill in the requested information and create a new password for the employee. Pay attention! Don't forget to check the "active" checkbox at the top. If you want the employee to be able to use their account immediately after you've created it, be sure to check the "active" box. The employee can then use their new account as soon as it's created.
Step 3: Expand Employee Permissions
After you have filled in the input fields, you will see the black button "Employee Permissions" below the input fields. Below is a screenshot of the button.
Info: Employee Permissions (Layout)
Once you click on the "Employee Permissions" button, you will see that a table expands with options on the left (Blue), permissions at the top (Red), and checkboxes within the table to enable or disable permissions (Green).
Info: Employee Permissions (Definitions)
Below is an overview of the meanings of the options and permissions.
Create Employees: When you check this, the person can create employees,
Delete Employees: When you check this, the person can delete employees,
Employees List View: When you check this, the person has the employees tab in their account,
Modify Employees: When you check this, the person can modify employees,
Create Orders: When you check this, the person can place orders,
Delete Orders: When you check this, the person can cancel orders,
Orders List View: When you check this, the person has the orders tab in their account,
Modify Orders: When you check this, the person can modify orders,
Own Orders List View: When you check this, the person can view their own placed orders,
Create Addresses: When you check this, the person can create invoice/delivery addresses,
Delete Addresses: When you check this, the person can delete invoice/delivery addresses,
Addresses List View: When you check this, the person has the addresses tab in their account,
Select Addresses: When you check this, the person can select invoice/delivery addresses,
Modify Addresses: When you check this, the person can modify invoice/delivery addresses,
Payments List View: When you check this, the person has the payments tab in their account,
Modify Payments: When you check this, the person can modify payment options,
Shipping Methods List View: When you check this, the person has the Shipping Methods tab in their account,
Modify Shipping Methods: When you check this, the person can modify shipping methods,
Modify Newsletters: When you check this, the person can subscribe or unsubscribe to newsletters and offers.
Employees' Orders: When you check this, the person can view orders placed by other employees.
Step 4: Configure Employee Permissions
Now that you know the functions of the options and their corresponding permissions, you can check which permissions you want to grant to the employee you are creating. Then, click the "Save" button, and you have now created an employee.
Step 5: Manage Employee Permissions
You have now created an employee, and you will see the screen below. With the "Manage Employee" button, you can edit the employee, and with the "Delete Employee" button, you can remove the employee. You can only manage the employee(s) from the account with which you created the employees.
