Employee Management Overview


Overview

Sellercloud’s Employee Management tools provide an easy-to-use interface to manage and track employee information, access, and attendance. It is a secure way to store employee data, such as contact information, account details, log-in history, and more. 

Some of the key tools are Employee Permissions and Roles, time and attendance, and change logs.


Create an Employee

Before you add a new employee, it is important to understand the different Employee Permissions and Roles, as well as the security settings you can choose. Employee permissions in Delta are not transferrable to Alpha unless you are a Client Admin. They are configured differently, so make sure you are familiar with them first.

To add a new employee, navigate to:

  1. Settings > Employees > Manage Employees.
  2. Click on the green + icon at the lower-right corner.
  3. Populate the fields.
    1. First Name
    2. Last Name
    3. Email — The email the user will use to log into Sellercloud and Sellercloud-related apps like Skustack and Shipbridge. The employee should have a valid email address because there is a 2FA verification.
    4. Password — Sets a first-time password that the user can change once they log in.
    5. Company — Sets the default company for the employee. When the employee creates a product, an order, or a PO, it will be set in the selected company.
    6. Security Template — If applicable, select a template from the drop-down menu.
    7. Send Welcome Email — Sends welcome email to the user.
  4. Click Add.
  5. An employee is created. You can view and manage your employee from the Employee Details page.
  6. To view your Employee Details page, navigate to Settings > Employees > Manage Employees > Search for your employee > Select your employee.

Employee Properties

The Employee Properties Page displays basic information about each employee, such as their name, username, email address, job title, and access level. It also shows the date the employee was added to the system, their last login date, and their current status.

Additionally, you can Configure Buyers, set User Roles, create Employee Security Templates, and set IP filters for employee access. The page also allows you to set up employee permissions, so you can control which areas of Sellercloud each employee has access to.

General Panel

FieldDescription 
NameEmployee’s Name.
EmailEmployee’s Email Address.
CC EmailEmployee’s CC Email.
PasswordEmployee’s Password.
TitleEmployee’s Job Title in Sellercloud.
User SourceIDEmployee’s ID Number.
Account ActivatedIndicates if the employee’s profile in Sellercloud is active.

Details Panel

FieldDescription
Default CompanyEmployee’s default assigned company.
SupervisorEmployee’s direct manager, if applicable.
Warehouse RegionEmployee’s assigned warehouse region, if applicable.
Is SKUStack UserIndicates if the employee is using Skustack, when applicable.
Sales ManThis is the email address of the Sales Representative for all incoming orders from the specific customer.
Sales Man CommissionSales Representative’s commission percentage.

Change Panel

FieldDescription
Created OnDate and Time when the Employee account was created.
Account Activated OnDate and Time when the Employee’s account was activated.
Last Modified OnDate and Time when the last changes were applied to the Employee’s account.
Last LoginDate and time of the Еmployee’s last login.
Device IDEmployee’s Device ID number.
Is Logged InIndicates if the Employee is currently logged in.

Contact Info and Addresses

Here you can see Employee’s contact info, such as Name, Email Address, Password, Title, and Address. You can also edit the information in the different panels by clicking on the edit button in the upper-right corner of each panel. 

Employee Toolbox

The Toolbox on the Employee’s Details page provides additional functionalities.

FieldDescription
Change LogThe Change Log shows all changes made to the Employee’s profile. Also, who initiated the edits and when.
Custom ColumnsContact Sellercloud Support to request Employee Custom Columns, if needed.
IP FiltersDisplays IP-based filters. You can restrict access to specific IP locations for better security. You can also add IP Addresses by clicking on the + icon. 

The Client Setting Enable IP Address Filter For Employee must be enabled.

Login HistoryHere you can see Employee’s log-in sessions.
PermissionsHere you can configure Employee’s Permissions relating to which sections of Sellercloud they have access to and what actions they are allowed to perform.
REST API LogsShows All Rest API requests and responses.
Restricted Log-on HoursYou can set specific times of the day when the employee is allowed to log in and use Sellercloud.

Client Setting Enable Employees Login Hours Restriction must be enabled.

If the Employee has a Client Admin role, you will not be able to restrict their Log-on hours, and the following security message will display: Current user is an admin user. Can’t apply restriction on this user. You can configure this restriction only for the Employee role.

  • Enable IP Address Filter For Employee
      • This setting allows you to configure a filter that requires incoming connections from employee logins to be from specific IP addresses.
  • Hide Costs From Employees
      • This setting allows you to hide cost information from employees, preventing them from seeing how much it costs to purchase the goods and services you are selling. 
  • Enable Employees Login Hours Restriction
      • This setting allows you to set specific times of the day when the employee is allowed to log in and use Sellercloud.
  • Hide Inactive Employees
    • This setting allows you to hide employees who are no longer active in Sellercloud.

There are a few more client settings that are user-based:

  • Force User To Enter Expected Delivery Date
      • This setting requires users to enter an expected delivery date for each purchase order. 
  • Default Company Dropdown To Current User Company
    • This client setting sets the default company selection in dropdown menus (for example, Order and Product search filters) to the company that the current user is associated with.

Overview

Sellercloud’s Employee Management tools provide an easy-to-use interface to manage and track employee information, access, and attendance. It is a secure way to store employee data, such as contact information, account details, log-in history, and more. 

Some of the key tools are Employee Permissions and Roles, time and attendance, and change logs.


Create an Employee

Before you add a new employee, it is important to understand the different Employee Permissions and Roles, as well as the security settings you can choose. 

To add a new employee, navigate to:

  1. Employees > Add New Employee.
  2. Populate the fields.
    1. First Name
    2. Last Name
    3. Email — The email the user will use to log into Sellercloud and Sellercloud-related apps like Skustack and Shipbridge. The employee should have a valid email address because there is a 2FA verification.
    4. Password — Sets a first-time password that the user can change once they log in.
    5. Company — Sets the default company for the employee. When the employee creates a product, an order, or a PO, it will be set in the selected company.
    6. Copy Security From— This will copy the security settings from another employee under the selected company above. 
    7. Send Welcome Email — Sends welcome email to the user.
  3. Click Create Employee.
  4. An employee is created. You can view and manage your employee from the Employee Details page.
  5. To view your Employee Details page, navigate to Employees > Search for your employee > Select your employee.

Employee Properties

The Employee Properties Page displays basic information about each employee, such as their name, username, email address, job title, and access level. It also shows the date the employee was added to the system, their last login date, and their current status.

Additionally, you can Configure Buyers, set User Roles, create Employee Security Templates, and set IP filters for employee access. The page also allows you to set up employee permissions, so you can control which areas of Sellercloud each employee has access to.

General Information Page

FieldDescription 
Customer IDUnique Employee’s number.
Last Modified OnDate and Time when the last changes were applied to the Employee’s account.
EmailEmployee’s Email Address.
CC EmailEmployee’s CC Email.
PasswordEmployee’s Password.
TitleEmployee’s Job Title in Sellercloud.
NameEmployee’s Name.
SupervisorEmployee’s direct manager, if applicable.
Warehouse RegionEmployee’s assigned warehouse region, if applicable.
User SourceIDEmployee’s ID Number.
CompanyEmployee’s default assigned company.
Is SKUStack UserIndicates if the employee is using Skustack, when applicable.
Account ActivatedIndicates if the employee’s profile in Sellercloud is active.
Tax Exempt TypeEmployee’s Tax-exempt status, if applicable.
Created OnDate and Time when the Employee account was created.
Last LoginDate and time of the Еmployee’s last login.
CommentsYou can leave any related comments for the employee in the dedicated field.
Sales ManThis is the email address of the Sales Representative for all incoming orders from the specific customer.
Sales Man CommissionSales Representative’s commission percentage.
PhoneEmployee’s Phone Number.
MobileEmployee’s Mobile Number.
Fax NumberEmployee’s Fax Number.

Employee Toolbox

The Toolbox on the Employee’s Details page provides additional functionalities.

FieldDescription
PreferencesYou can edit Employee’s Inventory View Mode, Homepage Type, Default Warehouse, and more.
IP FiltersDisplays IP-based filters. You can restrict access to specific IP locations for better security. You can also add IP Addresses by clicking on the + icon.The Client Setting Enable IP Address Filter For Employee must be enabled.
SecurityHere you can edit Employee’s Permissions and Roles,  Restricted Log-on hours, accesses, and more.

You can set specific times of the day when the employee is allowed to log in and use Sellercloud.

Client Setting Enable Employees Login Hours Restriction must be enabled.

Change LogThe Change Log shows all changes made to the Employee’s profile. Also, who initiated the edits and when.
Login AuditHere you can see Employee’s log-in sessions.
If the Employee has a Client Admin role, you will not be able to restrict their Log-on hours, and the following security message will display: Current user is an admin user. Can’t apply restriction on this user. You can configure this restriction only for the Employee role.

  • Enable IP Address Filter For Employee
      • This setting allows you to configure a filter that requires incoming connections from employee logins to be from specific IP addresses.
  • Hide Costs From Employees
      • This setting allows you to hide cost information from employees, preventing them from seeing how much it costs to purchase the goods and services you are selling. 
  • Enable Employees Login Hours Restriction
      • This setting allows you to set specific times of the day when the employee is allowed to log in and use Sellercloud.
  • Hide Inactive Employees
    • This setting allows you to hide employees who are no longer active in Sellercloud.

There are a few more client settings that are user-based:

  • Force User To Enter Expected Delivery Date
      • This setting requires users to enter an expected delivery date for each purchase order. 
  • Default Company Dropdown To Current User Company
    • This client setting sets the default company selection in dropdown menus (for example, Order and Product search filters) to the company that the current user is associated with.

Was this article helpful?

Need Support?
Can't find the answer you're looking for?
Contact Support