This guide explains how to manage employees in the CaterZen system, including adding new employees, configuring permissions, and setting up essential details. This guide is designed for Admin users in the CaterZen system. If you do not have Admin access, please contact your system administrator for assistance.
1. Access the Employee Management Panel
- Navigate to the ADMIN tab.
- Click the Manage Employees option.
2. Add a New Employee
- Select the ADD A NEW SALES REP/EMPLOYEE button.
- Fill out the employee information form.
3. Complete the Employee Form
- Display Name: Enter the employee's first and last name. This will appear in the system and on tickets they generate.
- Username: Create a unique username (e.g., first name + last name or email) for the employee to log in.
- Account Password: Assign a password for your employee or assign a temporary password for the employee to use when logging into CaterZen. Once logged in, the employee can update their password to something they’ll remember.
- Email Address: Input the employee’s work email.
- Telephone and Mobile Phone: Add their contact numbers.
- Sales Commission Rate: If applicable, set the commission percentage as a whole number (e.g., "6" for 6%).
4. Permissions: Select access levels based on their role. Ensure only necessary permissions are enabled.
5. Send Email From Employee: Check this box if outgoing communications should appear from the employee’s email address.
By default, CaterZen sends emails like orders, invoices, and proposals from your account’s main email address. If you check this box, any emails an employee sends while logged in will show their email address instead. This way, when a customer replies, it’ll go straight to the employee’s inbox, making communication quicker and easier.
6. Save the Information
- Click SAVE THIS INFORMATION to finalize setup.
7. Identify Admin Permissions
- Employees with Admin Permission will appear highlighted in yellow on the employee list.
