Set up access for Online Client Information and Remote Feature Access

Log in to the Smart System Console and navigate to Site Settings > Manage Users.
Click Add a New User and select Create a User that is a Point of Sale Employee.
Select the site (if multiple sites) and the employee that you are creating permissions for. Then, press Continue.
Fill in the user's general information, including an email address (can be generic, as this will be the username).
Ensure:
- The Active box is ticked.
- The Locked Out box is unticked.

Assign roles based on the user’s responsibilities:
- Company Manager: Full access to all sites and functions. No additional site-specific permissions are needed.
- Site Manager: Access to all functions of the specified site but requires additional roles (e.g., Appointment Operator) for certain tasks.
- Appointment Operator: Can book, move, and cancel appointments. When combined with Site Manager permissions, they can manage appointments for all employees.
- Employee with CIC Access: Access to client information via Anywhere and Online CICs. Can only view their own appointments.
- Restricted Site Manager: Can view site data but cannot modify critical settings.
To assign site-specific roles:
- Select the relevant site(s) and use the Add Sites button for multi-site access.
- Specify roles for each site and tick relevant access boxes.
Press Save to finalize the user account.

Go to Site Settings > CIC Access Options.
Choose when employees can access Online CICs:
- Business Hours Only
- Always Available
- Restricted Access: Specify a time window before and after business hours by entering the number of minutes.
Press Save to confirm.

In Site Settings, click Manage Employee Access.
Assign PIN-based access to individual employees:
- Online CIC Access: Tick the relevant box to allow CIC access using their PIN.
- Anywhere Access as Appointment Operator: Tick the box for appointment-related permissions.
Ensure the logged-in account has CIC and Anywhere access to enable employee PIN functionality.

After completing the setup:
- Employees can use their PIN numbers to log into Anywhere and Online CICs.
- They can view appointments and access client information based on their assigned roles.
Press Save to ensure all changes are applied.

This guide outlines the steps for setting up employee access to Anywhere and Online Client Information Cards (CICs) through the Smart System Console. By following these instructions, you can ensure your employees have the appropriate permissions to access appointments and client information.