Once the™ app is installed, you will need to add a list of employees that will be using the app.  There are two ways you can add employees:

  1. Using the web interface - this is a convenient method that allows you to  add/edit employees for all locations using a simple web interface.  You must refresh the tablet after you make changes in the web interface to pull the changes into the tablet.  See "Offline Operation" for more information.
  2. Using the™ app - this allows you to add/edit employees for the configured location

Operational management will  generally use the web interface to manage employees for the entire enterprise.  Users will use the® login credentials provided by email when the account was setup.

In store managers will usually use the™ app to manage employees for their location.  After a new installation,™ is configured with a single employee: Default Manager (password='1234').  A manager will need to login as Default Manager to create the initial list of employees. Once a list of employees are created, managers can login with their own credentials to manage employees when required.  Default Manager can then be made inactive or edited and reused for a different employee.

Employees can be assigned one or more Roles which are used to control what the employee can do within the app.™ is pre-configured with a set of roles at installation:

Function/TaskEmployee RoleManager RoleFoodSafety RoleDFSReport Role
Edit checklist definitions

Edit configuration information

Add/Edit employees

Perform manual checklist

Perform food safety checklist


View cold storage dataX

Receive text alerts


Add/Edit RolesX

View reportsX

Receive report PDF via email

Approve reports


You can create additional Roles (see this article) to provide additional control over permissions within the app.

The following video demonstrates how to add/edit employees using the web interface and the™ app.

Once you have added your initial list of employees, the app is ready for daily use.

Note: Employees are linked to completed checklists and report approvals, so they cannot be deleted once created.  When an employee is no longer required to have access to™, simply make the employee inactive.