Before you begin: This article is for Super Admins who need to grant users access to Orders and Workflow in TapClicks. It explains how to enable the feature for a user, assign roles, set notifications, and manage Queue assignments.
Grant Access
1] Log in to TapClicks and, on the Orders menu, click Orders. The Classic TapOrders UI will open.
2] On the left side menu, under Administration, click Users.
3] The Users list appears.
4] Scroll through the list or use the search box to locate the User.
5] Click the Edit (pencil) icon to the right of their name.
6] On the Edit User page, scroll to the Orders & Workflow section.
7] Select the Enable Orders & Workflow for this user checkbox. This grants the user access to Orders and Workflow.
8] Set a role for the user in the Order & Workflow Role dropdown.
9] Choose the user’s notification frequency from the dropdown.
10] Choose whether to send them notifications.
11] To assign the User to one or more Queues, click inside the Queue Assignment textbox. A list of Queues appears.
12] Click each Queue you wish to assign the User to. To remove them from a Queue, click the "x" icon to the right of the Queue name.
13] When finished, scroll to the bottom of the page and click Save Changes.
The user will now be able to see the Tasks in the Queues you assigned to them.