Okya

Before someone can be added as an employee on the POS, they need a user account in Okya. This guide walks you through creating a new user from the Okya…

How to Invite a New User to Okya

This guide shows you how to create an employee profile in the Okya Admin Panel. Once created, the employee will appear on the POS sign-in screen and can start using…

How to Create a New Employee

Every user in Okya is assigned a role that controls what they can see and do. This guide explains each role so you can assign the right level of access…

Understanding User Roles and Permissions

Zachary Marble

User Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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