Staff Setup

How Do I Manage what Staff can see and do?
A common task in the setup is to modify the access a staff member has, for example "I need to set John to see the Stock Screen" or "Jane is m...
Fri, 6 Dec, 2019 at 11:08 AM
How Do I Add a Staff Member?
New / Update Staff To add a new staff member, press + New Staff. This brings up the window shown below.  Contact details can be added, along with A...
Thu, 28 Nov, 2019 at 2:34 PM
How Do I Update a Staff Member?
The Update Staff window is very similar to the New Staff window, and this is shown below. The same rules and validation apply. Double-click on a staff membe...
Fri, 6 Dec, 2019 at 11:08 AM
How Do I Add / Update a Staff Role?
The Role Setup screen is shown below Examinations The most common change here is marking if a staff member is an Optometrist, Contact Lens Opticians, Di...
Fri, 6 Dec, 2019 at 11:09 AM
How Do I Set up Email Reports?
FLEX has the ability to email staff members reports when the Cashing Up is locked. For this to work, you need to have email set up in FLEX (see How Do I Li...
Fri, 6 Dec, 2019 at 11:10 AM
How Do I Create Staff Groups?
Staff Groups can be created so that tasks can be assigned to multiple staff members at one time. For example, you may want to assign a task to all the recep...
Thu, 28 Nov, 2019 at 2:40 PM