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Documentation Index

Fetch the complete documentation index at: https://help.pharmatools.ca/llms.txt

Use this file to discover all available pages before exploring further.

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Adding an Employee

Navigate to Settings → Manage Employees and click Add New Employee. Fill in the following fields:
1

Name

Enter the employee’s full name.
2

Email Address

Enter the employee’s personal email address.
This email is used only once — to deliver their randomly generated passkey. It is not used for login and is not stored as an active credential after setup.
3

Role

Select the employee’s role. This determines how they are identified in activity logs.
TBA
TBA
TBA
TBA
4

Create Employee

Click Create Employee. The employee will receive an email with their randomly generated passkey and instructions to log in for the first time.

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What Happens Next

Once you click Create Employee, PharmaTools handles the rest:
  1. A randomly generated passkey is assigned to the new employee
  2. An email is sent to the email address you provided with their passkey
  3. The employee logs in using the shared pharmacy email and password, plus their temporary passkey
  4. They should then update their passkey to something personal via Settings → Profile
Direct new employees to the Getting Started — Employees guide so they know what to expect and how to update their passkey after first login.

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Managing Existing Employees

All employees are listed in the Manage Employees table with their ID, name, and role. From the Actions column you can edit or remove an employee at any time. Use the Search by Name or ID field to quickly locate a specific staff member.