Sales
The system allows you as an owner to log in as a certain employee user where you can access their account, view, dashboard and which modules or functionalities are enabled in their view of the system.
- You can change what they access using employees’ “Roles“.
- For more information on managing employees’ roles, click here.
To log in as an employee user of the system
- Select “Employees” from the navigation menu.
- Select “Manage Employees“.
- Select the user’s profile you wish to log in as.
- Click the button “Login as %user_name%“.
- You will be directed to the user’s view of the system.
- To log out, click “Log out” by selecting the user’s account picture at the top of the screen and sign back in using your own credentials.
- You will be directed to the user’s view of the system.