Question 1

EasyTeam - What's New?

Accepted Answer

${color}[#696969](EasyTeam Product Updates)

${color}[#696969](This month, we're excited to announce the one of the largest product update of EasyTeam so far!)

${color}[#696969](Significant enhancements and new features across the board will streamline your team collaboration experience.)

${color}[#696969](Here's a detailed walk-through of our latest changes and features:)

${color}[#696969](Use EasyTeam directly in Shopify Admin)

${color}[#696969](Now, you can manage all aspects of your staff from the same place. Find timesheets, staff, schedule, commissions and checklists — all on your main Shopify admin area.)

${color}[#696969](Add EasyTeam as an app in your Shopify Admin for easy access and get a hold of all your team operations without leaving Shopify's admin panel.)

EasyTeam can now be accessed from your Shopify Admin area

${color}[#696969](This means, no need to switch between different windows, and no need to log in with a username and password. You're only one click away from your staff management tools.)

${color}[#696969](Read more here: How to access EasyTeam for Shopify POS?)

| ${color}[#696969](Need help getting started with any features in the new update? Schedule a free call with our onboarding m

Question 2

Connect EasyTeam to Shopify POS

Accepted Answer

${color}[#696969](Connect EasyTeam to Shopify POS)

${color}[#696969](EasyTeam works seamlessly with your Shopify POS devices, tablets, mobile and Shopify Go devices.)

${color}[#696969](Method 1: Add the Time Clock tile from the Shopify Admin.)

${color}[#696969](A store owner can add the EasyTeam POS tiles to all POS devices, directly from the Shopify Admin area:)

➡️ ${color}[#696969](Go to the Shopify Admin area.)

➡️ ${color}[#696969](On the main menu, click on Point of Sale and then go to Settings, or click here.)

➡️ ${color}[#696969](Click Smart Grid).

EasyTeam can be added to your POS via the Shopify Admin dashboard

➡️ ${color}[#696969](Either select an existing POS smart grid or click Create New).

${color}[#696969](To read more about Smart Grids, read the Shopify smart grid help article).

➡️ ${color}[#696969](Click Customize).

Customize your smart grid to add the EasyTeam tiles

➡️ ${color}[#696969](On the menu on the left, select Add tile and Embedded Apps).

![Add new tiles from the dropdown](https://storage.crisp.chat/users/helpdesk/website/93143

Question 3

Add EasyTeam tiles to Shopify POS

Accepted Answer

${color}[#696969](Adding EasyTeam Tiles to Your Shopify POS)

${color}[#696969](EasyTeam integrates seamlessly with your Shopify POS devices, tablets, mobile devices, and Shopify Go devices.)

${color}[#696969](Method 1: Add the Time Clock Tile and other tiles from the Shopify Admin)

${color}[#696969](Store owners can effortlessly add EasyTeam POS tiles to all POS devices directly from the Shopify Admin area:)

➡️ ${color}[#696969](Access the Shopify Admin area.)

➡️ ${color}[#696969](From the main menu, select Point of Sale and navigate to Settings. Alternatively, you can click here to access it directly.)

➡️ ${color}[#696969](Click on Smart Grid.)

EasyTeam can be added to your POS via the Shopify Admin dashboard

➡️ ${color}[#696969](Choose an existing POS smart grid or click Create New.)

${color}[#696969](To learn more about Smart Grids, refer to the Shopify smart grid help article.)

➡️ ${color}[#696969](Click on Customize.)

Customize your smart grid to add the EasyTeam tiles

➡️ ${color}[#696969](On the left menu, select Add tile and then Embedded Apps.)

Question 4

How to assign PIN codes to my staff?

Accepted Answer

${color}[#696969](Assigning POS PIN-codes to Staff Members)

${color}[#696969](To allow your staff to clock in and out from the Shopify POS, you'll need to assign them PIN codes.) 🔐

➡️ ${color}[#696969](Open EasyTeam in your Shopify Admin and go to the Staff page.)

➡️ ${color}[#696969](Click on the staff member you'd like to set up a PIN-code for.)

${color}[#696969](Staff members that still don't have a PIN-code set up will be marked with a yellow 'Missing PIN' status box.) ${color}[#696969](You can filter for staff members with missing PINs using the tabs on the top of the table.)

➡️ ${color}[#696969](Assign a 4 to 6 digit PIN-code to the staff member.)

|| ${color}[#696969](The Staff PIN codes must be unique within the business.)

| ${color}[#696969](We recommend matching the PIN Code for each staff member to the PIN code used to access the Shopify POS.)

➡️ ${color}[#696969](Hit Save, and you're done!)

${color}[#696969](The staff member should now be displayed as 'Active' in the staff list.)

${color}[#696969](Open your POS device and use the new PIN code to access EasyTeam's Time Clock POS tile.)

| ${color}[#696969](If you have questions or

Question 5

How to attribute a sale to a staff member?

Accepted Answer

${color}[#696969](Sales Attribution)

${color}[#696969](EasyTeam supports automatic attribution for POS orders. To change the attribution of a specific order in EasyTeam, follow these steps:)

${color}[#696969](Method 1 - Shopify Attribution with EasyTeam)

${color}[#696969](EasyTeam will automatically attribute every sale to the currently logged in POS user at the time of checkout.)

${color}[#696969](To get started, make sure EasyTeam is active on your Shopify store and all POS sales will be automatically attributed. No additional input is needed.)

${color}[#696969](Changing the attribution of a sale)

${color}[#696969](💡 To attribute a sale to another staff member, use the 'Attribute Sale to Staff' button during the checkout process. )

➡️ ${color}[#696969](On the checkout screen, click the More Options button.)

➡️ ${color}[#696969](Click the Attribute Sale to Staff button.)

➡️ ${color}[#696969](Choose the correct staff member.)

|| ${color}[#696969](By def

Question 6

How to reset my password?

Accepted Answer

${color}[#696969](Resetting the Password)

${color}[#696969](Staff members who are not part of the actual Shopify store staff are required to log in using an email and password, as they do not have access to the Shopify Admin.)

${color}[#696969](Resetting the password in EasyTeam is straightforward. Follow these steps:)

➡️ ${color}[#696969](Go to the EasyTeam login page)

➡️ ${color}[#696969](Click on Forgot Password?)

➡️ ${color}[#696969](Enter the Email Address associated with your account.)

➡️ ${color}[#696969](Check your email inbox for an email from EasyTeam.)

${color}[#696969](In some cases, the email may end up in your spam or junk folder, so be sure to look there as well.) ${color}[#696969](Please allow at least 5 minutes for the email to arrive.)

➡️ ${color}[#696969](Open the password reset email and click on the Reset Password button.)

➡️ ${color}[#696969](Choose a New Password and type it again in the **Confirm New Passw

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