Setup: How to Setup a New User/Employee in BakeSmart

Users

Users are managed in the “Settings” section of BakeSmart.

To create a new user click the menu button on the Home Page > Settings > Users. When you click on the Users button you will be brought to a list view with all your current users. Click on the “+” sign in the upper right hand side of the window to create a new user.

User Detail Screen

In the User Detail screen you can enter information about your user such as name and contact info. You can also set the user’s rate of pay, any notes on this person and BakeSmart password.

Access Privileges

Here you can assign privileges to the user. You can assign a Privilege Set or set privileges individually for this specific user. Because it is common that several users will have access to the same areas. For example: cashiers need access to Point of Sale and Tickets, while production staff may need access to Production and Formulas modules.

BakeSmart allows an administrative user to setup Privilege Sets to which individual Users can be assigned. Remember, privileges do not inherit in BakeSmart so you must check the box for the user to have the associated privilege.

NOTE: For more information on Privilege Sets, please review the article titled “Privilege Sets”.

Time Cards

Here you will see a list of this users clock in and clock out activity. You can select a time card from the list to adjust the clock in and/or the clock out times.

Employee Charge

If you allow your employees to charge products to an account to pay later you will see their activity on this tab. Employee Charge can be set up as a payment option and only employees who are set up to have a charge account can pay this way.