Creating and Adding Users on the Andy's Control Panel

Creating and Adding Users on the Andy's Control Panel

Want to create or add a new user in Andy?

Easy!

All you need is someone with a user level that allows them to access Andy’s Control Panel - such as a supervisor or manager - to create new users roles.

This is how:

1. Log on to Andy’s Control Panel with your Username and PIN code. 
2. Go to Settings on the left side menu.
3. Click on Users under the Users section. 
4. Click on the button that reads  on the top menu
2. Fill the basic information provided in the form that appears here:
  1. Name
  2. Surname
  3. Avatar:  a representative image of the user (the user can change their avatar later if desired).




  1. Keep the user Active if they intend to use Andy or Inactive if the user will not be using Andy temporarily or permanently.
  2. OPTIONAL: Generate an Identifier - a unique code to ease this user’s management.
  3. OPTIONAL: Enter the email address. This step is necessary if the user is given access to the Control Panel.

6.  
Assign a Role to the user according to the level of access they need. You have all the information you need about each Role’s access and limitations under the role name. For more details, here is a description of each role.




Alert
A user cannot be assigned more than one role.


7. Depending on the Role, you can allow or deny Access to the Andy App and the Control Panel.




8. Manually assign a Temporary PIN or generate a Random PIN. The user can change their PIN once they access the Andy App.
9. If the user is granted access to the Control Panel, an access invitation will be sent to the email address provided when they filled up their basic information.
10. Assign the store or group of stores that the user will have access to. You can select more than one location using the dropdown menu: “Which stores will this user have access to”. This means that the user can access the Andy App for these stores, and their PIN will be the same for all stores.




11. 
Once you have finished editing the information and permissions for the user, click on 

The User screen now allows you to see the roles, stores and groups the user has access to without having to access his / her information:





Done! 
You now have a new user!


    • Related Articles

    • Andy's Control Panel

      Andy's Control Panel provides access to your account settings, where you can manage your business’ different stores and grant management permissions to various users. One of the main functions of Andy’s dashboard is to provide real-time information ...
    • Creating user roles on the Andy App

      Andy allows you to assign roles to different users in your business. These roles ara assigned levels with different permissions and limitations. This article explains Andy's different role types. To create roles simply go to Settings > Users > Roles ...
    • Types of User Roles Available on the Andy App

      The following are the different types of roles and the access restrictions you can generate on the Andy App and Andy's Control Panel: Employee (Level 1) : Employees have basic access to a store allowing them to interact only with some of Andy’s tools ...
    • Managing existing users

      To manage an existing user visit the User section and click on user. Select the user you need to manage from the list you see. Basic information: name and surname avatar Identifiier active/inactive status Users set as inactive will no longer have ...
    • Accessing the Andy App from the Control Panel

      Accessing the Andy App from the stores you supervise: Andy’s Control Panel gives you direct access to the app. This is how: 1.Go to Andy's Control Panel and click on The menu will unfold a list of stores under your supervision. 2. Click on the store ...

    Do you need more help?

    We’re here for you. You can easily reach us through the following channels.


    Llamada telefónica
    +34 684 46 60 17 | Mon-Fri 8:00 a 20:00

    WhatsApp
    +34 684 46 60 17