Understanding Workstations

Workstations integrated in your business

Documentation Workstations Understanding Workstations

What are workstations?

Workstations are an important part of your operation, where every order, booking, request, and the chat request is received for processing as soon as the customer confirms at his/her end. Larger organizations and businesses can have more workstations with dedicated staff to handle tasks; each workstation is assigned to perform tasks for a department, a section, section, an outlet, or it can be a unique business requirement.

For instance, you have a restaurant and a spa. You can create two workstations, one for the spa and the other one for the restaurant. So, any orders and booking for spa will end up in spa workstation and the restaurant will end up in the other.

How do Workstations work?

You can create any number of workstations as your business demands. For example, create a workstation and link it to your content. And, your articles, bookings, requests, and chat requests on that content will start sending orders to that workstation. However, you have an option to change the workstation on each article, booking, request, and chat to suit your requirement too. It is how you override a workstation setup.

Workstation Operations:

You can link a workstation to your content. So, articles, booking, etc., inside the content automatically have (inherit) that workstation.
You can link a workstation to your article, booking, request, and chat directly. And workstations linked to the content is ignored in this case. It is overriding an inherited workstation setup.
Your staff log in to their respective workstation to manage their day-to-day tasks.
Workstations receive the orders, bookings, requests, and chat messages in the workstations.
Your staff manage the orders, bookings and requests using different functions in the workstations.

Creating workstations

Follow the steps to create your workstations.

1. Admin > Team > Workstations. Click on the 'New Workstation.'

2. New Station screen comes up. Provide relevant detail as required.

Tabs:

General: Name, email, and password to login to the workstation
Photo: Upload an image for workstation
Security: Select if you want to allow login to the workstation from multiple devices concurrently
E-Mail: Every order received at this workstation will be sent with an email. Define 'to' and 'cc' email here
Orders: In this tab, you can 1. Enable/disable chat on the workstation 2. Reject orders 3. Disable comments
Edit: Allow workstation to edit offers that are connected to this workstation
Push: Allow sending push and set promotions from the workstation
Statistics: Allow access to stats and charts
App Users: If you disable social users, the workstation will reject orders from social users
Advanced: Enable/disable chat, comments, and social user access to workstations

3. Create it.

Granting permissions

Follow the steps to grant your workstation employees the required permission on the workstation you created.

1. Admin > Team > Workstations. Click on the 'Edit Permissions' button.

2. Scroll through the list of permissions, and grant/revoke permissions to the workstation based on your requirement.

Permissions:

Reject orders
Block social users
Edit content
Access to statistics and charts
Plan promotion
Send push notifications
Disable chat
Disable comment
Access to Social Users

Your changes are saved immediately.

Assigning workstations

Assigning workstation to article, reservation, request, or chat overrides any other assignments (assigned at content or category)
Assigning workstation to category overrides workstation assignments on the content. This is for articles, booking, etc., inside the category

Assign workstations to content

1. Admin > Customize > Content. Click to edit the app.

2. Advanced > Workstations.

3. Tick all the workstations this content will be connected to.

You can create a new workstation from here by clicking on ‘+ New.’

4. Save.

Assigning workstations to categories

1. Admin > Customize > Content. Click to edit the app.

2. Select any Category, click on the 'Edit.'

3. Click on the ‘More options.’

4. Select the ‘Station’ tab on the next screen.

5. The message says you have assigned workstations to the content. Click to override and choose the workstation to link to this category.

6. Save.

Assign to articles, reservations, requests & chat

1. Admin > Customize > Content. Click to edit the app.

2. When in the content editor, select the article [or, reservation, request, chat].

3. Select 'More options.'

4. In the ‘Station’ tab, click on ‘Choose the station’ to link a workstation on this article [or, reservation, requests, or chat]

From now on, any workstations set on content or category is ignored.

5. Save.

Logging into workstations

This section discusses various ways you workstation staff can log in to your workstations to manage their daily assigned tasks.

Log in using a browser

1. Admin > Team > Workstations. Click on any workstation.

Three options come up:

Edit button if you want to edit the workstation
'How to login' to log in to the workstation
'Change password' to change the password of the workstation

2. Select 'How to login.'

3. The login details display with the below options. Select 'Sign in to a browser,' for example. Click on the link to login using the username password shown.