Learning how to use Service Accounts is a fast and effective method for logging in and making changes.
Introduction
Efficiently managing various aspects of store operations is crucial in the fast-paced world of customer service. One essential system for streamlining workflows is the service account, which grants access to your store's iPad or computer and enables tasks such as modifying position assignments, managing breaks, and handling checklists. This article explores the features, benefits, and permission levels of service accounts, along with tips for optimal productivity.
What is a Service Account?
A service account serves as the primary login credential for accessing your store's iPad or computer. It acts as a gateway to operational functionalities, allowing authorized personnel to streamline workflows and provide effective customer service. It is, by default, a read-only login.
Typically, sign in with the store number @chick-fil-a.com (xxxxx@chick-fil-a.com)
Core Functionality and Benefits
Service accounts offer essential features for smooth store operations:
- Checklist Management: Seamlessly handle checklists, updating tasks, and monitoring completion statuses for important operational processes.
-
Position Assignments: Easily manage and update position assignments to allocate resources effectively and ensure appropriate role assignments.
-
Break Management: Oversee and manage breaks for team members, ensuring compliance with labor regulations and maintaining service quality.
- The full list and how to update the service account, you can see here
Guest Sign-In and Higher Permissions
For higher-level permissions, the guest sign-in option is available. Individuals with enhanced access can perform specific tasks requiring greater authority, ensuring critical functions are handled by authorized personnel.
Understanding Permission Levels
Service accounts have different permission levels:
-
Standard Access: Provides essential functions like modifying position assignments, managing breaks, and handling checklists.
-
Guest Sign-In: Grants higher permissions for designated individuals, allowing access to additional features and functions.
Leveraging Service Accounts for Enhanced Efficiency
To maximize service account benefits:
-
Ensure Proper Training: Provide comprehensive training to team members for effective system navigation and productivity.
-
Regularly Update PINs: Periodically update associated PINs for guest sign-in to maintain security and limit unauthorized access.
-
Foster Communication: Encourage open communication among team members and managers to address issues and suggestions, improving operational efficiency.
By utilizing service accounts effectively, you can streamline workflows, enhance productivity, and provide excellent customer service in your store operations.
Changes to the Service Account
We made a few changes to the service account as of December 2023. We changed it to a read-only login. You can see more details here.
Original:
Video Script:
“In this video, we'll cover what the service account is and how you can log into it.
The service account is typically your store's email account. Store number @ chick -(dash) fil -(dash) a .com (00000@chick-fil-a.com) It's the default login used on your store's iPad or computer, allowing everyone to access essential tools. The first time you log in, you will click sign up and create a password. After that, you will use that password to log in.
Permissions Overview:
Service accounts come with default view-only permissions. For example, when logged in with the service account, you won't see the layout editor, as it doesn't have access to that feature. However, you can still see the setups, team members, and checklists/
Switching Accounts:
If you need to access more advanced features like training or the layout editor, you'll need to select the cowboy hat and sign in with an account that has higher permissions.
Service Account Capabilities.
With a service account, you can:
-
View the setups
-
View and Check off checklists without being assigned.
Customize your service account. Some examples of features to add are;
-
Moving people from the roster into the layout.
-
Send team members on breaks.
-
Using the rotating buddies
Now you know more about Service Accounts"
Old/Archived:
The following is a transcript of the video generated by a computer. The wording may be different.
[00:02] Hey everyone, this is Kevin from OneClick. In this video I'm going to show what the service account is and how you can log into it. The service account is your store email, or typically your store email, and what that is is you can come down here and right now you can see your store as well as in this case I'm signed in the service account and it's always to cows.
[00:22] But from here you have kind of like default permissions. So, most stores will log into their store iPad or computer or something so everyone can have access. And you can see here, for example, you can't see the layout editor because it doesn't have access to it. So, if you needed to, right now I'm signed into it, but you would click on here where it shows the cowboy hat and it would be able to sign in. So, from here you can see the different recruits and different stuff like that, or recruits and team members and just like come down here and you can see the leaders, all that kind of stuff. Or when I sign out, because I have a higher level of permissions, I can see the training, I can see like everything, the layout editor, stuff like that.
[01:07] So, what the service account can do specifically is they can move people from the roster into the layout. They can also send people on break and assign checklists to different people. So, like assigning them like this, and then they can also check off any of the checklists without having to be assigned to it, where normally like a team member would need to be assigned to it. And that's all they can do. So, they can't see the ratings, they can't see anything like that, so you'd have to log in in order to do that, but that's their permission levels. So, if you do have any other questions, don't hesitate to reach out. You can reach us by email or you can use the ‘Reply with Video’ down below.