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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Employee Setup

This screen is where Employees are Added/Edited and Deleted or set Inactive.
When you create an Employee, the first time they login the will be asked to create a password. See the 'New Employee First Login' section
 
If you think you need to make changes in this screens but are not sure, please contact Support.
 
Employee Setup
1

Grid Navigation

1. Grid Navigation 
Please see Grid Navigation instructions here. Please note that the navigation bar is driving the Employee Tree.
To Add an Employee just click on the Insert button and fill out the information and permissions.
To Select an Employee to edit just use the navigation bar to highlight the Employee or click on the Employee in the Tree view.
2

Employee Tree view

2. Employee Tree view
List of all Employees set up in the system. You can click on the names to view/edit the information for any Employee in the list.
If you have Employees in the list that are Inactive, you can hide them by clicking the 'Hide Inactive' button.
3

Employee Information

3. Employee Information 
This is the information for the Employee that is highlighted in the Tree view.  When adding fill in as much information as you can. You can edit this information at any time. First and Last name are required fields.
The Active box must be checked for an Employee to be able to login to the system. When an Employee leaves, just untick this box and Save and the Employee will no longer be able to login.
4

Employee Permissions

4. Employee Permissions
Permissions determines what an Employee can do in My Pricebook. Clicking on the different 'Apply... Defaults' buttons checks and un-checks the different parts of My Pricebook.  You can also manually change the checkmarks by clicking on them. When there is no checkmark, the Employee that is highlighted will not have access to that part of My Pricebook.