Employee Set-up

Here is how to create a new Employee account in DASH:

  1. Click on Settings in the upper right hand corner and select the "Users" Page. This takes you to the User Maintenance Page.
  2. To create a new User, click on the "+" symbol. A modal window will appear on your screen.
  3. Create a Login name. If left blank it will be generated for you.
  4. If you plan on allowing them to have access to DASH, type in a password for them to use when they log into DASH Console. Keep in mind that the password must be between 5 and 20 characters and contain at least one capital letter or non alpha numerical number.
  5. The email notifications toggle can be turned on so that the user receives email alerts when a customer registers or a comment is added to the program they are assigned to.
  6. Press "Submit" when finished.
  7. NOTE: At the Company Settings page, there is an option to set a Password Policy for all Users. This may prompt Users to change their password every 90 days (PCI Compliant), 365 days (Non-PCI Compliant), or Never change (Non-PCI Compliant).

Assigning User Roles

  1. Once the User has been created, you will be prompted to assign Roles to their account.
  2. Assign the Roles you would like them to have. Normal User is the typical default authorization for all new employees.
  3. If you have more than one location at your business, you can select which location the Role should be applied to for the User.
  4. This page will auto save as you make changes to it so there is no "save" button.
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