How Do I Insert a New Staff Member

• Click on the Modules and choose the Configuration option

  

• Click on the Staff button

  

• The Maintain Staff Members screen appears displaying all current staff members

• Click on Insert

  

• The New Staff Member screen appears

  

  • Enter the person’s name
  • Enter their initials
  • Enter their Logon Name, this is their username for logging into TouchstoreRx
  • Enter their Password, the staff member will use this password with their username above to log into TouchstoreRx

  • Set their Security Level

    • There are 3 levels available;
      • Administrator - there is usually only 2 Administrators setup on TouchstoreRx, one for the Owner/manager and one for TouchStore.
      • Manager - Recommended for most users, full access to most functions but limited access to system configuration.
      • Normal user - Limited access to higher level functions

  • Staff Type - Set the staff members role - optional

  • Indicate if the staff member is Qualified, e.g. a pharmacists
  • PSI Number - optional - this is now the RSI number
  • Qualifications - optional
  • Set the users PIN Number - used to access till functions and restricted dispensing functions
  • Password Expiry - set a period of time when the user's password will expire
  • Allow Login - Always set this option for new staff members. This will only be removed when a staff member leaves the practice
  • Front Office User - this indicates that the staff member will be using the till. It is recommended that this option is turned on for all staff members
  • Training User - Currently not in use

• Click OK, the new staff member has now been created

  

How Do I Edit Staff Settings

• Click on the Modules and choose the Configuration option

  

• Click on the Settings tab

  

• Staff member settings appear on the right of the screen

  

• Click on the Staff Setting dropdown box to select the staff member to edit

• A green tick indicates that an option is turned on

• A red X indicates that an option is turned off

  

• To change an option right click on the setting and choose Activate or Deactivate

• Once you close out of this screen the settings are saved.
• Restart TouchstoreRx for the settings to take effect.

How Do I Edit Staff Security Level

• Click on the Modules and choose the Configuration option

  

• Click on the Staff button

  

• The Maintain Staff Members screen appears displaying all current staff members

• select the staff memeber you wish to edit

• click edit

• select new prefered security level

• click ok