Add Additional Stores and Users

Adding Stores and Users in Pawn OS

Objective

This SOP outlines the steps to add stores and users to your pawnshop account in Pawn OS.

Key Steps

1. Accessing Your Pawnshop Account 

• Log into your Pawn OS account.
• Navigate to the dashboard.
• Scroll down the left menu to find your pawnshop.

2. Selecting Your Pawnshop 

• Click on your pawnshop name (e.g., Mike's Demo Shop).

3. Adding a New Store 

• Scroll down to the 'Associated Stores' section.
• Click on the three-line menu icon.
• Select 'Add Store'.
• Fill in the following details:

• Store Name (e.g., Store 1)
• Email Address (e.g., store1@email.com)
• Phone Number (e.g., Vista View Drive Boise, Idaho 83704)
• Time Zone (select Mountain Time if applicable).
• FFL Number and expiration date (if applicable).

• Click 'Save' to add the store.

4. Adding Additional Stores 

• Repeat the process for any additional stores by clicking the three-line menu and selecting 'Add Store' again.

5. Adding Users to the Store 

• Click on 'Add Store User'.
• Assign a role (e.g., Admin for a store supervisor).
• Enter the user's name (e.g., Sam O Reading).
• Input the user's email address (e.g., sam@store.com).
• Click 'Send' to send a verification email.

6. Verifying User Account 

• Click on the user's account to verify.
• Click on the verify icon.
• Set a password for the user (ensure it meets security requirements).
• Click 'Reset Password' and then 'Verify'.

7. Confirmation of User Addition 

• Ensure the user is now listed as a verified user for the store.

Cautionary Notes

• Ensure all information entered is accurate to avoid issues with store management.
• Verify that the user has received the verification email before proceeding with the verification process.

Tips for Efficiency

• Keep a list of all store details and user information handy to streamline the process.
• Use consistent naming conventions for stores and users to maintain organization.

Link to Video

https://youtu.be/yN1slHBLnmI