In this tutorial we’ll show you how to change a staff user type. There are three different types of staff member on Tapestry, these are:
Manager: They can do everything on an account and have access to the Configuration menu where you can add children, staff and relatives. This is also where you can adjust all the different settings on Tapestry.
Staff full member: They are set up with an email address and password so can login to Tapestry at any time and location. What they can see and do on an account can be controlled by a manager. This tutorial will show you how.
Staff PIN-only: They are only set up with a 4-digit PIN so can only login to a device if a manager or full member of staff logins in first and then switches user. This staff type was designed for situations where managers don’t want their staff logging in to Tapestry from home. What they can see and do on an account can be controlled by a manager. This tutorial will show you how.
Please note that only manager staff users will be able to amend other staff’s user types.
If you want to change a staff member from one type to another, you just need to select Configuration from the left side menu and select Staff. From there, go to Manage Staff.
You can see the staff member’s current user type from the badge underneath their name. Click on Edit to the right of the staff members name that you want to change the user type for.
On the next page you need to click on the Type drop-down and then choose the staff type you want to change them to.
If you are changing a staff member’s type from PIN-only to full staff or manager, you will also need to enter an email address and password in the boxes shown below. The staff member can login and change the password later.
Once you’re happy with your changes, scroll to the bottom of the page and click on Save to update the record. And that’s how to change a staff user type!