How to link an employee to a user?

For an employee to be able to log into Torgsoft, perform sales, and be identified in the program by a badge, you need to create a user for them, link this account to the employee card, and generate a barcode for the badge. This instruction shows the entire process from setting up access to the employee's actual work in the program.

Before configuring, check that the role, category, and required user account are correctly selected for the employee. If you make a mistake at the linking stage, the employee may log into the program under the wrong user, receive incorrect rights, or be incorrectly identified during a sale. If there is a doubt about which role, category, or badge scanning mode to set in your database, it is better to clarify this with technical support first.

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Step 1. Creating a user and their shortcut

Before linking an employee, you need to create a user account for them with specific access rights (role) and place a shortcut to launch the program.

1. Go to the menu «Settings» — «Users».
2. Click «Add» (for a new one) or «Edit» (to edit an existing one).
3. Specify the name, login, password, and assign the appropriate role (for example, «Seller»).
4. In the same window, click the «Shortcut» button. The program will ask whether to enter the password automatically when launching this shortcut. Select «Yes» or «No» and specify a save location (for example, Desktop).

Step 2. Creating an employee card and linking to a user

Now the physical employee needs to be linked to the created account.

1. Go to the menu «Settings» — «Employee».
2. Select the required employee card and click the «Edit» button (or «Add» if it is a new employee).
3. In the «Category» drop-down list, select the required value (for example, «Seller» or «Employee»).
4. In the «Registration name when logging into the program» field, select the name of the previously created user from the list.
5. Click the «Save» button.

Step 3. Badge generation and printing

For an employee to identify themselves in the program, they need a barcode.

1. After clicking the «Save» button, the program will automatically generate a unique barcode for this employee.
2. On the «Employee» form, click the «Print badges for sellers» button to view and print the badge with the barcode.

Step 4. Employee's work in the program

1. The employee launches Torgsoft via their personal shortcut on the Desktop.
2. Depending on the system settings (menu «Settings» — «Parameters»), the employee scans their badge either once upon logging into the program, or before each new realization (sale) of goods. After scanning, the program records that all subsequent actions are performed exactly by this employee.