Codes
Add a Code
Navigate to the codes page using the menu button on the left.
Click the add code button.
Enter a code that is at least 6 characters. Note that codes are case-sensitive. Select the desired customer, set the max number of users for the code, and make sure to check the Active box. Then click save.
Edit a Code
From the main codes page, you can edit or delete a code.
Save Options
There are multiple save options with “Save and back” being the default save option. “Save and new item” would be the only other save option you might want to use if you are inputting multiple codes in a row. Just be aware that choosing a different save option other than the default “Save and back” may change the default to your most recent selection (pictured below). If you can’t find the correct save option, simply select the green arrow to see all the save options.
Viewing Options
If you want to view the codes from one specific customer and not have to sift through a long list, you can click on “Customer” directly beneath the add code button and select the desired customer to filter the list.
Click “Remove filters” to see the entire list again or click “Reset” to reset the page to its default settings.