Adding staff during registration
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
Step 3 of Business registration is used to create the owner's account and those of the team members. The title is «Aggiungi membri al tuo staff» (Add members to your staff), with the subtitle «Crea qui le credenziali d'accesso per te e per i tuoi collaboratori.» (Create here the login credentials for yourself and your team members.).
Contents
The staff cards#
People are shown as cards in a horizontal row. The first card is used to add someone: «Crea il tuo account» (Create your account) when the list is empty, «Nuovo membro» (New member) when there is already someone. A click opens the member form.
Each card shows photo or avatar, name, role, phone, email and the password, always hidden. At the top right there are the pencil (edit) and the X (delete). Deletion is immediate, with no confirmation: to get the person back you have to create them again.
To scroll the row you can use the mouse wheel, the left and right arrow keys (if you are not typing in a field and the form is closed), moving the mouse close to the edge of the screen (computers only), or your finger on tablets. After saving a new member the row scrolls to the end by itself.
Owners pre-filled from the business register#
If the VAT number search has returned the legal representatives, cards appear with the DA VISURA (FROM REGISTER EXTRACT) label, already with the role Titolare, first name, surname, tax code and date of birth. They have no email, phone, nickname or password: to give them access, press the pencil and complete the details. If the business is a sole proprietorship, the register extract may not contain any owners: in that case create your own card with Crea il tuo account.
The member form#
The form has the subtitle «Inserisci i dati anagrafici e le credenziali di accesso al gestionale.» (Enter the personal details and the login credentials for the management system.). It is closed with the X, with Annulla (Cancel) or by clicking on the dark background outside the window: in every case without saving. There is no Esc shortcut.
| Field | Compulsory | Notes |
|---|---|---|
| Nome (First name), Cognome (Surname) | Yes | The nickname is derived automatically from the first name and surname |
| Codice Fiscale (Tax code) | Yes | Exactly 16 characters, converted to capitals. The programme derives the date of birth and sex from it, and they cannot be edited by hand |
| Telefono (Phone) | Yes | With the country prefix, valid for the chosen country. It is the number the login SMS code is sent to (see Phone verification by SMS) |
| Ruolo Professionale (Professional role) | Yes | Titolare, Responsabile or Operatore. The first member starts as Titolare, the others as Operatore (see Roles and permissions) |
| Yes | In this form the format is not checked: it must be typed correctly | |
| Accesso al Gestionale (Access to the management system) | Switch | Sì (Yes) (default): nickname and password are required. No: the person is only in the records and the two fields disappear |
| Sede Lavorativa (Work location) | No | Multiple-choice menu with the locations from step 1. With no choice, the person goes to the main location |
| Nickname di Login (Login nickname) | Yes, if access is active | Unique across the whole platform, saved in lower case. When creating, it fills itself in with first name and surname; you can change it |
| Password di Login (Login password) | Yes, if access is active | For a new member it is already generated and shown. The Genera (Generate) button creates a new secure password («Password sicura generata!» (Secure password generated!)) |
| Indirizzo di Residenza (Home address) | No | With suggestions, but you can also leave it typed by hand |
| Foto Profilo (Profile photo) | No | Carica (Upload) button |
| Consensi legali (Legal consents) | Yes for the owner; optional for the others | See below |
Legal consents#
The Consensi legali menu lists the legal documents that concern the member, each with a box and an information icon, plus the Seleziona tutti (Select all) item. For the owner, acknowledgement is compulsory for: terms of service, specific approval of the onerous clauses, data processing agreement (DPA) and the general privacy notice, as well as the notices that apply to everyone. Without these confirmations the business is not created and «Per creare l'attività conferma: …» (To create the business, confirm: …) appears with the list of what is missing. For the other members the boxes are optional: what is missing appears later in Segreteria as a consent to renew. The texts are in Legal pages.
Form messages#
The checks are made in the following order and the first one that fails stops the saving:
- «Il Nome è obbligatorio» (First name is required), «Il Cognome è obbligatorio» (Surname is required)
- «Il Codice Fiscale è obbligatorio» (Tax code is required), «Il Codice Fiscale deve essere di 16 caratteri» (Tax code must be 16 characters)
- «L'Email è obbligatoria» (Email is required)
- «Il Telefono è obbligatorio: serve per il codice di accesso via SMS» (Phone is required: it is needed for the login code by SMS), «Il Telefono inserito non è valido per il paese selezionato» (The phone entered is not valid for the selected country)
- With access active: «Il Nickname è obbligatorio per l'accesso» (Nickname is required for access), «La Password di Login è obbligatoria» (Login password is required), «Questo Nickname è già in uso. Scegline un altro.» (This nickname is already in use. Choose another one.)
The nickname may also turn out to be already taken by another salon: in that case the error only appears when you press COMPLETA.
COMPLETA#
COMPLETA (Complete), which shows «ATTENDI...» (WAIT...) while it works, creates the salon in a single operation: either everything is created or nothing. The business, all the locations («Sede principale», «Sede 2», ...), a default supplier of the system and, for each member with access, the account and the staff record are created. Members are not saved before COMPLETA: reloading the page loses them.
If something goes wrong a warning window appears and you stay at step 3:
| Message | Reason | What to do |
|---|---|---|
| «Il nickname "xxx" è già in uso. Scegline un altro per Nome.» (The nickname "xxx" is already in use. Choose another one for Name.) | Another user already has that nickname. Nothing is created | Edit that member's nickname and try again |
| «Validazione fallita» (Validation failed) | For example no member in the list, or a value out of range | Add at least one member and check step 1 again |
| «Codice invito non valido o già utilizzato» (Invite code not valid or already used) | The code has been used in the meantime | Contact the Narciso team |
| «Due membri dello staff hanno lo stesso codice fiscale: una persona deve avere una sola scheda.» (Two staff members have the same tax code: one person must have only one record.) | The same person was entered twice | Delete one of the two cards and, if they work at several locations, choose several items in Sede Lavorativa |
Final screen#
When COMPLETA has finished, the CONFIGURAZIONE ESEGUITA (SETUP DONE) screen appears with the title «Il gestionale è operativo.» (The management system is operational.). There are two buttons:
- Scarica registro accessi (Download access register): opens the browser's print window with the document «Registro Credenziali» (Credentials Register); as the printer, choose «Salva come PDF» (Save as PDF). The document has a confidential cover and a row for each member with photo, name, nickname, password, role, phone, email and tax code. If the window does not appear, check that the browser is not blocking print windows.
- Accedi al gestionale (Log in to the management system): takes you to the login page.