Welcome to our Knowledge Base
POS Users – Creating and Managing
**Note: This is a part of the general guide about what each area does in the system. For a detailed description of what each button does please click here
Each individual person that uses a POS should have their own unique login to the system. This allows accurate, detailed reports to be made about your location’s, and each persons, activity.
- Menu > Location Settings > User
To create a user tap the ‘person+’ icon in the upper right of the user list view. You will then be prompted to complete the users first and last name, email address and phone number. Enter in a unique 6 digit PIN and press submit. You will then see a popup asking you to confirm the PIN entry.
Once the PIN has been confirmed you will be returned back to the User List view, and the new account will be visible, but with a red background. The red color means that this account is currently deactivated. Now, you can define which role this account will play.
- Administrator – This user level has complete access over all configuration, setup, and tools that the system allows. This is intended to be the agent that services the location — not the location’s owner or other retail employee.
- Manager – This level allows a user to perform most any retail focused action or adjustment. They can change the redemption targets, receipt information, machine details, or user details.
- Cashier – This roll is intended to perform only the basic CashIn and CashOut functions.
Once you have defined the role of the user press the Lock icon on the right of the user-block in order to activate the account. That user is now ready to login and perform transactions.
User Function Options
At the bottom of the user list view there are several options that can be adjusted in order to modify how users interact with the system.
- Cashier role is available to assign cash – If your cashiers only ever cashout players sessions, then they will not need the cash input keypad. The keypad can be toggled.
- Cashier can create CSE/promo transactions – This will allow a cashier the ability to create Customer Service Events and generate replacement transactions in case of a message error.
- Disable holds & cards for cashier – This will remove the cashiers ability to create holds or view the player card list view
- Enable number pad – By default cash entry is done via ‘bill increments’ (1/5/10/etc). When enabled with will give user a 10-key pad for value entry instread.
- Auto logout timing – You can define how long, in minutes, the system will take in order to auto-logout the current user.
Shifts
Shifts can be defined in order to create more granular reports. For example, if your location has a Morning and Afternoon shift, you can define the time ranges here. Simply enter the shift name (e.g. Morning) and enter the start and end times, and then press “Add shift”. This will log your shift below.
Now, when you go to the Activity > Reports view, you will be able to specific reports by days and by shifts as well.
Web Tools
Some user management features are available via the web.TrueRoute.com portal. Once you log in, if you navigate to Locations > (Your single location) > POS > POS Users you can see all of the accounts that have been created on a given POS system. If your account level allows you to go into Edit Mode (pencil icon, upper right) then you can change the locked status of an account, or update their PIN if needed.
