π¨βπΌ Quick Win #6: Creating manager seats for salespeople in local stores
How to Create Manager Access for the Scanner Application
If you have salespeople working in local stores and they need their own login for the scanner application, the setup is straightforward. You can create a separate manager seat for each person, connect them to a specific location, and track their activity from the dashboard.
Here is how the process works from start to finish, including what information you can manage later and where to find each managerβs transaction history.
Open the Managers Section
Start from the left side menu and open the Managers section. This is the area where all manager accounts are listed and where you can add new ones.
Once you are inside, you will see the existing manager list along with controls for creating and editing accounts.
Add a New Manager
To create a new account, click Add manager. A form will open where you can enter the managerβs details.
The setup includes the basic fields you would expect:
Full name
Email address
Phone number
Password
Assigned location
Optional notes
The location field is especially useful if your team is spread across different stores. By assigning a manager to a specific location, you can keep access organized and make it easier to manage local store activity.
If you need extra context for internal use, you can also leave notes inside the manager profile.
Save the Account and Send Login Details
After filling in the form, confirm the setup by clicking the button to create the manager.
Once the account is created, the platform automatically sends the personal access details to the managerβs email. That means the person you added can log in to the scanner application using their own credentials without needing any manual follow-up from your side.
This is the main reason to use separate manager seats instead of shared access. Each salesperson gets a personal login, and account ownership stays clear.
What You Can See Inside a Manager Profile
After a manager is created, you can open that personβs profile page to see all the important details in one place.
The profile includes information such as:
Registration date
Current account status
Full name
Phone number
Notes
Country
Time zone
This gives you a clear overview of who the person is, when the account was created, and whether the account is active.
Change the Password When Needed
If a manager loses access or needs updated credentials, you can change the password directly from the manager profile.
This is helpful for routine account maintenance and for restoring access quickly without rebuilding the account from scratch.
Track Last Transactions by Manager
One of the most useful parts of the manager profile is the transaction history section. This lets you review the managerβs latest activity and understand what has been processed through the scanner application.
That kind of visibility is important when you want to:
Monitor individual performance
Check store-level activity
Review operational history
Spot gaps or inconsistencies in usage
Instead of checking activity broadly across the whole system, you can drill down to each manager and see their recent transactions in a dedicated section.
Download the Manager Report in Excel
If you want to analyze statistics outside the platform, you can export the transaction report for an individual manager as an Excel file.
This makes it easier to work with the data for reporting, internal review, or operational tracking. When you need a more detailed look at activity over time, exporting the report gives you a practical way to sort and study the numbers.
Where to Find the Scanner Application Link
Managers use their personal credentials to sign in to the scanner application, and the access link is easy to find.
You can locate it in two places:
At the bottom right area of the Managers section
From the scanner icon in the top header menu
Both shortcuts lead to the scanner application, so you do not need to search around the platform to find it.
A Simple Way to Organize Store Staff Access
Creating manager seats is really about giving each store employee clean, personal access to the scanner application while keeping administration under control.
The workflow is simple:
Open the Managers section
Add a new manager
Enter their personal details
Assign them to a location
Create the account
Let them log in with the credentials sent to their email
Use the profile page to manage details, reset passwords, and review transactions
Once that is in place, each salesperson has independent access, and you have a much clearer picture of who is doing what across your local stores.