Purpose

This article describes how to create or edit employee accounts and provides configuration recommendations.

Process

To add or configure employee accounts, go to LightSpeed Login Settings > Employees.

Prerequisite: An administrator must have existing administrator access to add or edit users. An existing administrator can grant this access.

Select New to create a user, or select Edit beside the user whose account you want to update.
Complete the required fields. Configure all other fields that apply to the user’s account.
Unless applicable, leave Provider Picker, Hourly Rate, Benefits (Percent), and RFID Tag unconfigured.
Select Update in the lower-right corner of the window to save the changes.

Max Mobile Orders: Limits the number of orders a user can work on at one time. If set to 0, the system uses the value configured for the zone under LightSpeed Settings > Pick Zone Edit.
Order Selection: Allows users to choose specific orders and the sequence in which they pick them. When disabled, orders are assigned to employees automatically. For employees picking bulk orders, leave this option disabled because of the order logic and sequence used for those routes.
Roles: Assign the Picker and Item Management roles to accounts used only for picking orders. For users who need to edit other users or primarily use the LightSpeed Administrator site, assign only the Admin role. It includes the permissions provided by the other roles.
Passcodes: Employees use passcodes to sign in to tablets running the LightSpeed app for picking. Use a unique passcode of at least four to five digits.
Menu Groups: Add all available menu groups to a new user account to provide access to the features available in LightSpeed Administrator.
RFID Tag: RFID tags support FastTrack picking with RFID bands. Configure the tag through the applicable program rather than on the Employees page.