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Users - Staff

Authorizations Behaviors - Also Gift Cards & Store Credit

Staff - Employees​

Staff types in User Profiles are set under Settings. Staff types are the following:

  • Employee
  • Manager
  • Admin

Employee List​

The employee list is from Contacts on the sidebar, then the submenu below, Employees. In the example below, the Employee List is under the three dots submenu.

Regular users are guaranteed not to be given the privileges of staff. This is done by requiring an additional record to be created for the employee. So although it’s an extra step of work, it ensures a double barrier against someone accidentally giving permissions to a user, such as access to sales, reports, or other features they should not have.

PIN Codes - Windows & Android Apps only​

Employees are allowed to have a PIN Code. This is for types of users that are not Managers or Admins. The setting should be ‘Employee’ in the User Profile under the Settings tab.

The employee can currently enter their pin code from the screen when a manager is logged in and accesses their account. They currently can not change their pin code on their own.

The PIN Code is only allowed on the Apps when you have assigned a PIN Code variable in the webconfig file.

You will find the PINCodeToken Variable in the web config under appsettings.

  • It’s suggested you use a very long variable.
  • It must start with PINToken
  • You would use the same PINToken on each terminal that you want to allow PIN Entry.

To enter the PIN Token on the device, go to: Settings - Device Info and enter the PIN Token: (it's recommended to copy and paste since it should be a long string.)

Once you copy and paste the token, you must restart the app for the PIN Code to show up on the login screen.

When used in the app, the key is paired with the PIN Code and used to validate the user.

PIN Login​

Locking Terminal According to the User-Assigned Balance Sheets​

To set users specific to the balance sheet on their terminal.

Enable the feature in settings - interface settings - order settings - balance sheet lock.

When a user on a POS terminal tries to log in with a PIN, only the current user assigned to that terminal will be allowed to use it.

Managers can use their username and password to log in, or their PIN code. Other users may log in with their username and password.

Overview​

User types are central to controlling who can do what. And what kind of experience users have. The playgrounds have a pre-listed set of users, and you can go ahead and review those. Throughout the guide, we'll refer to the authorizations that you will need for different features.

Edit / Add User Types​

You can find the user types under Settings - User Types.

User Type Access

User Type Access

The list of users usually starts with Admin. Usually, the first person who starts using the app will be the admin. So you should be able to access this list and should be able to edit the different user types. You may have a set of users you can use to log in and verify the different experiences those users have.

User Type Edit

User Type Edit

Granular features can be assigned to different user types. This keeps authorizations consistent across users, and staff. Please refer to the playgrounds to see the latest set of authorizations.

You will most likely see more authorizations than listed below as we often add more authorizations and behaviors.

We attempt to keep the authorizations self-descriptive so they don't require explanation.
When updating authorizations the users they effect will have to log out and log back in for them to take effect.

Authorizations

Authorizations