Employee Management

Overview

The Skustack Admin portal provides an easy-to-use interface to manage and track employee information, access, and attendance. It is a secure way to store employee data, such as contact information, account details, login history, and more.

Some of the key features include Employee Permissions and Roles, Device Settings, Change Logs, and more. To learn more about devices and how to manage them, refer to this article.

Manage Employees

In this section, you will learn how to easily manage your employee permissions, create and assign pre-defined security templates, as well as review login history.

Search Employees

To search for employee accounts:

1. Navigate to the Skustack Admin portal at https://xx.skustack.com (replace “xx” with your server ID or team name).
2. Enter your login credentials.
3. On the left, select Settings > Employees > Manage Employees.
4. Configure your Default filters to make sure that the results display exactly what you need.
5. Click Search. Each filter you apply gets highlighted. If a filter is gray or not displayed at all, it’s not active.
6. To manage the columns in the grid, click the three dots icon on the top right and select Customize Columns. You can:
   1. Reorder columns by dragging them up or down in the list;
   2. Hide columns by clicking the Trash icons;
   3. Add columns by clicking Add column.
7. To arrange the data in a different order, use the Sort by menu.
8. To save your filtering and sorting options, click Save view, enter a Name, and click Save.
9. Click the + icon at the lower right-hand corner to add a new employee, or select an employee from the grid and access the Actions menu to either Update Per-Company Permissions or Delete an employee account.

Create an Employee

To add a new employee:

1. Navigate to the Manage Employees page.
2. Click on the green + icon in the lower right-hand corner.
3. Populate the fields.
   1. First Name
   2. Last Name
   3. Email — The email the user will use to log into Skustack. The email address must be valid!
   4. Password — Sets a first-time password that the user can change once they log in.
   5. Company — Sets the default company for the employee.
   6. Security Template — If applicable, select a template from the drop-down menu.
   7. Send Welcome Email — Sends welcome email to the user.
4. Click Add.
5. An employee is created. You can now view and manage the employee’s information from the Employee Details page.

Grant Access

Access to Skustack is only available to Users with sufficient permissions.

If your role is a Client Admin, you can grant or revoke access to yourself and other users either individually or in bulk.

Individually

To grant access to Skustack for a specific employee:

1. Navigate to the Manage Employees page.
2. Click the Edit icon in the Details panel.
3. Select the Is SKUStack User checkbox. If you wish to grant Admin access rights, you should also check the Is SKUStack Admin User box.
4. Save your changes.

In Bulk

To grant access to multiple users simultaneously:

1. Navigate to Settings > Employees > Manage Employees.
2. Select the desired users and click on the Actions menu in the lower right-hand corner.
3. Click Enable Skustack Admin Access. To remove access rights, choose Disable Skustack Admin Access.
4. A success message will validate the access update.

Employee Details

The Employee Details page displays information about each employee, such as their name, username, email address, job title, and access level. It also shows the date the employee was added to the system, their last login date, and their current status. In addition, the toolbox provides you with several functionalities, including the ability to manage and customize the employee’s device settings.

General Panel

Details Panel

Contact Info and Addresses

Here you can see Employee’s contact info, such as Name, Email Address, Password, Title, and Address. You can also edit the information in the different panels by clicking on the edit button in the upper right-hand corner of each panel.

Change Panel

Toolbox

The Toolbox on the Employee’s Details page provides additional functionalities.

Employee Roles

There are two types of user roles: Client Admin and Employee. Note that each user can only have one role.

Employee Permissions

Permissions are set on an Employee level by Client Admins. To access Permissions:

1. Go to Settings > Employees > Manage Employees.
2. Select an Employee > Toolbox > Permissions.
3. Click Edit to adjust the permissions as needed.

On each page tab, you will find the following icons: View, Create, Edit, and Delete. Hovering over any of these icons will reveal their corresponding names. These icons serve as indicators for the available permissions, which can be set by checking the checkboxes located beneath them.

Types of Permissions

There are three components to a user’s permissions:

• Role type – The level of access (Client Admin or Employee).
• Permission type – This specifies the tasks – View, Edit, Create, Delete, or Advanced – that a user is permitted to perform on a given entity:
• Entity – A data structure, and its related functionality. Examples of entities include:
  • Set Physical Inventory
  • Perform SKU To SKU Transfers
  • Change Weights And Dimensions
  • Inventory Arrivals

Each entity has up to five potential permission types:

Add New Permissions to an Employee

A Client Admin can set permissions for each entity and choose the companies to which the permissions apply. To grant permissions to an employee for areas they currently do not have access to, proceed as follows:

1. Go to Employees > Manage Employees > Click the employee’s ID > Toolbox > Permissions > Edit.
2. You can click on the employee’s Role dropdown > Select Client Admin to grant permissions to the entire system > Save.
3. From the top-right icon of the General panel, you can select the entities that the Employee can access.
4. On the For Company panel, you can select which companies the selected Employee can access. Note that the Client Admin can only define one set of entity permissions per user, which they can then apply to different companies for that user.

Manage Security Templates

Users with a Client Admin role can create security templates that define a complete set of permissions. These templates can then be easily applied to any employee from the Employee Details page.

There are two ways to create a security template: create an entirely new one, or save an employee’s permissions as a new template.

Create a New Template

1. Go to Employees > Manage Security Templates, and click on the Add icon at the lower right-hand corner to create a template.
2. Optional: Click on the Copy From dropdown to choose an existing template’s permissions.
3. Click Next and apply your desired permissions.
4. Click Create.

Save Security Templates

You can save security templates based on specific permissions granted to an employee:

1. Navigate to the Employee Details page.
2. Click Edit to make the necessary adjustments, if applicable.
3. Save.
   1. As a Custom profile – saves the settings as a unique profile specific to this user.
   2. As a New Template – saves the profile as a Security Settings Template which can be assigned to multiple users.