Admin Training Video

We'll walk you through the basics!

Video Transcript

Welcome to the VMX admin training video. In this tutorial, we will be covering various administrative features such as adding new users, managing and sharing access, and setting employee permissions.

To access the admin page, simply click on "more" located in the top header and select "admin". VMX will ask you to enter your admin password to proceed.

In this tutorial, we will focus on the first three tabs: Users, Access, and Permissions.

The user table displays a list of all active users and their employee ID, first and last name, display name, card number, clock in requirement, email, phone number, position, division, store, and pay. Inactive users are displayed below active users.

You can edit user information by clicking the edit icon on the right side of the row that corresponds to the user that you're editing. To edit a user's pay, you'll need to have the admin permission enabled and select view/edit.

To add a new user, click on the add new user button and enter their personal information including their employee ID, position, card number if your company uses the time clock feature and division in store if your company has more than one division or location. If the user needs to clock in when using VMX, check the "Must Clock In" box. Once you've entered all the required information, click "Create" to save the new employee.

In this tutorial, we will discuss the "Access" page, which is used to manage and share user, device, or network access to VMX.

To give a new user remote access to VMX, add a new rule by clicking add new rule and typing the user's name or register's name in the description field. If you're setting up access for a network, use the IPv4 field to enter the IP address for the network.

To enable network login, set the network login field to yes unless you have a company password that you want the user to enter. If you want users to be able to clock in and out from the access rule that you're creating, set the clock in field to yes. Determine the employee and register specific to the access rule if applicable.

Use the enabled button to turn on and off the access rule. You can disable someone's access after it's been created by editing a rule and setting enabled to no or by deleting the entire rule.

Finally, use the expires option to set a date that the access link will expire for temporary access.

Once the access rule is created, share it with the URL tools in the URL column. The clipboard icon copies the entire access link, the view button will display the link, the QR code button displays a scannable QR code of the link, and the email button will email the new link to an address of your choice.

The permissions tab allows you to set employee and admin permissions in various ways including the ability to clean or count cash drawers once they've been zed, open new customer AR accounts, change an existing AR customer's credit limit, see sensitive numbers on reports, which primarily includes labor reporting and net income, apply AR payments to open invoices on customer accounts, close purchase orders, void sales, add new inventory departments or sub-departments, edit inventory records like recording adjustments or changing descriptions or prices, add change or receive purchase orders, merge customer accounts, open the cash drawer without a cash or check sale taking place, give manual discounts at the register or override prices, and edit order points on inventory items which impacts the order recommendations report.

To create a new admin user follow these steps:

1. Click on add admin and select the user from the the drop-down list.

2. Set or reset admin password.

3. Then assign viewing and editing privileges for each admin page as necessary.

Congratulations! You've gained a better understanding of how to use the admin page in VMX. We hope this tutorial has improved your confidence in using VMX for your needs.