Store managers and staff sign in to the Retail Admin site (the staff tablet) with accounts you upload as a CSV file. One upload creates the accounts for every store and sets the password each person uses the first time they sign in. Allow about 15 minutes plus the time to fill in the spreadsheet.

Before you begin

Prepare the CSV file

  1. In the left navigation, select Company Settings.
  2. In the sub-navigation, select Retail Admin Set-up.
  3. Select Download Template and open the CSV file in a spreadsheet application.
  4. For each store, add one row per store manager and staff member.

    Only the roles Staff and Store_Manager are supported.

  5. In the final column, enter the Store Code exactly as it appears under Stores / Branches.
  6. Save the file in .csv format.

Upload the users

  1. On the Retail Admin Set-up page, drag the CSV file onto the upload area, or select the area and choose the file.
  2. In Default First-Time Login Password, enter the password every uploaded user will sign in with the first time.
  3. Repeat it in Confirm Default First-Time Login Password.
  4. Select Save Changes.
  5. Copy the login link shown at the bottom of the page (https://<your platform domain>/retail-admin-web/login) and share it, with the first-time password, with each store.
A row whose store code does not match a store in the platform cannot be linked to that store. Check the codes before you upload.

Verify it worked

Under Stores / Branches, the 'Last Login' column will show the date & time will show for each Store when a retail staff member has logged in successfully.

Next step

Sign in to the Retail Admin site (no SAML/SSO)