Create employee profiles

Create a profile for each member of your staff that will be interacting with the Moneris Go Restaurant app, the Kitchen Display app, or portal.

Note:    Fields marked with an asterisk (*) are mandatory.

1. In the Go Restaurant portal, click Profiles on the main menu.
2. In the Employees screen, ensure the Employees tab is selected on the left side of the screen. The list of employees appears.
     
3. Click the Create employee button. The New employee screen appears.
   
4. Enter a first and last name for the employee in the provided fields.
5. Click the Role drop-down menu and select the role this employee performs in your business.

Note:    The roles that appear in the drop-down menu correspond to the roles you created earlier. If you do not see this employee’s role in the list, click Cancel and perform the steps to create a role profile as described in the Create employee roles section.

IMPORTANT:    Some roles selected will require a user to enter login credentials to login to the apps or the portal, while other roles do not have access to the apps or portal.

• If the role has access to the portal, enter an email address for the employee. Refer to step 8.
• If the role has access to the apps, enter a username and PIN for the employee.  Refer to step 9.
• If the role has access to both the portal and the apps, enter both an email address as well as a username and PIN. Start at step 8.

7. Leave the Status drop-down menu set to Active.
8. In the Portal credentials section, enter the employee’s email address into the Email field.  This email address will be used to send the employee a message with a link to create a password.  The password requirements will appear on screen as a checklist during password creation.

Note:    If you click Reset Password, the employee will also receive an email message that allows them to set a new password.

Note:  An employee can reset their own password at any time by clicking on the Forgot password link on the sign in page.

1. In the App Credentials area of the page, click inside the Username field and enter a user name for this employee.
10. Click inside the PIN field and enter a 6-digit PIN for this employee.

Note:   This PIN must be unique to this employee.
Note:    This PIN enables the employee to sign in to the Go Restaurant app and/or the Kitchen Display app. 

1. (Optional) In the Additional information section, fill out the additional information about the employee, including their Employee ID, address, and contact information.

Note:   The Employee ID can match the Username you entered in step 9 above.

1. Click the Save button in the top right corner of the screen. The Employees screen reappears, with the new staff member visible.
15. Repeat steps 4 – 12 to create additional staff profiles as needed.