To create a new user for your business, you first need to access the Andy App.
There is only one requirement: the user that logs into Andy must have a Manager role (level 3 or higher), as this is the minimum level required to be able to edit the users in the app.
1. Once in Andy’s Control Panel, go to Settings in the left sidebar and click on Users.
2. Click on the Create User button located at the bottom of the screen.
3. In the form shown, fill in the user’s basic information:
Name
Last name
User role
PIN (you can assign a random PIN by pressing or by manually entering a 4 digit pin)
Once all fields are completed, click on Save.
There you go! You have created a new user in Andy!
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 ...
If a user needs to reset their PIN, you can assist them by following these steps: 1. Go to Settingss 2. Click on User > User 3. Select the user who needs a new PIN from the list of users. 4. In the Access to Andy App section, click on Generate New ...
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 ...
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 ...
To limit access to records by user role, you need to have created user roles first. In Andy’s Control Panel, go to Settings > Users > Roles > Create Role > Assign a name and select the Role. You can learn more about the types of user roles available ...
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