This basic article is part of our Set-up Guide to help you get your STEL Order account up and running.
Follow these links for the complete versions with additional information about Users and Roles.
Users are uniquely identified employees within the system. If you are an idependent contractor, you can skip this step.
To create or manage users, go to Settings > My business > Users. Click the New + button to add a user and fill out the fields below. On the right-hand side, enter the email address the User will use to log in to your account. The system will automatically send an email to this address with instructions to log in to the user's account for the first time.
Fields that are required by the system in STEL Order will always be outlined in orange.
Click on the Access tab and choose the role for this user. What users can see or do in STEL Order will be limited by the permissions configured for their role. We have included 5 default roles, but you can create as many new roles as you need or modify and personalize the existing default roles. To create or modify roles, go to Settings > My business > Roles.
We recommend that you log in with your employee's email as you configure their role to see what they have access to until you are happy with the result.
The Visible Roles section determines the level of access to documents and data from other users in the system. For instance, f the Same role check-box is marked, users with the same role will be able to see the documents their colleagues create in the system.
Ask your employees to download and install the STEL Order app (Android or iOS) on their cell phones, and follow the instructions in the email they received to log in to STEL Order for the first time. After their initial data sync they will be able to continue working even with poor coverage or no internet connectivity.
This is the end of the Getting started Set-up Guide. Now that you have completed the initial set-up, go to the main page of our Help Center to continue with advanced settings or search for a specific topic.
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