Adding & Editing Users

Table of contents

1. Locate the User Editor
2. Create a New User
3. Edit an Existing User
4. Disable an Existing User

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The QSROnline User Editor allows you to create new users, edit existing users, and disable users. To add, edit, or disable a user, you’ll first need to access the User Editor.

 

1) Locate the User Editor

To access the User Editor:

1. Click on the Menu Icon.
2. Hover over Company.
3. Click on User Editor.

 

2) Create a New User

From the User Editor screen, at the bottom left-hand corner of the screen, click the Create New User button.

 

New User Window

1. In the New User window, fill in the username, email, and first & last names for the new user.
2. By default, the checkbox next to Enabled will be checked. An enabled user is one who can log into QSROnline, or in other words, is considered an “active user”. If you uncheck this box, the user will no longer be able to log into QSROnline.
3. Last, you will have to select a Role for the new user before you can save the new User. Click on the No Role button to pick a Role that fits the new user’s access level. You’ll see three Roles, GM (Single Store Access), and Supervisor (Multi-Store Access), Scheduling Admin (All Store Access).

 

• Upon clicking the No Role button, the window above will appear. Using the drop-down, choose an appropriate role for the user.
• If your company owns multiple locations, determine which unit(s) or areas the user needs access to using the drop-down under Unit Access.
• To save your changes, press the OK button.

4. To save your new user, click the Add User button. An activation email will be sent to the user’s email address with their user information, along with a link to create a password. This activation is valid for 72 hours. If after those 72 hours the new user has not set their password, they will need to be resent another activation email.

 

Resending an Activation Email to a User

Administrators are the only users that can resend the activation email in the case that a user needs their password reset.

To resend an activation email, simply select and open the user profile. Click on the Resend Activation Instructions button. A confirmation box will pop-up to confirm the email for the employee is correct. Press OK to close the pop-up and proceed with resending the activation email.

Viewing All Users

Once you’ve saved the new user, they will be added to the list of existing users.

3) Edit an Existing User

To Edit a User’s Information:

1.  Click on the pencil icon within the Edit User window.
2.  Make any necessary changes within the Edit User window.
3.  After making the changes, click Update User.

4) Disable an Existing User

In the event that an active user leaves your company and needs to be disabled, you can disable the user by:

1.  Click on the pencil icon next to the user you are wishing to disable within the User Editor.
2.  Within the Edit User window, uncheck the box next to Enabled.
3.  Click the Update User button.