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POS: Creating/Enabling PINS

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Enabling and Creating PINs (written instructions)

If you have multiple sales associates sharing a single POS device, it may be useful to enable PINs on your POS. 

The POS system can also be configured to request a PIN before processing each new Order - or after the completion of every Order.

In This Article

  1. Step 1: Enable the PINs Feature On Your POS profile
  2. Step 2: Setting Your Employee PINs
  3. Using PINs on the POS

Step 1: Enable the PINs Feature On Your POS Profile

  1. In the Admin Panel, and go to Settings > POS Profiles. (Only an Admin Owner user can enable PINs).
    Screen Shot 2024-04-08 at 11.46.23 AM
  2. Select the applicable POS Profile(s). Note that you will need to activate this feature for each POS Profile where you would like to use PINs. Screen Shot 2024-04-08 at 11.56.32 AM
  3. Scroll down to the Advanced Section.
  4. Toggle 'Employee PIN Login' to ON.
  5. Check the boxes if you want to require PIN before every Order payment and/or after each completed Order.
  6. Click the Save button.
    Screen Shot 2024-04-08 at 11.54.07 AM

Step 2: Setting Your Employee PINs

  1. Have each Sales Associate log in to the POS.
  2. Click the circular profile icon in the upper right (it will have their initials).
  3. Choose My Profile in the dropdown menu.
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  4. In the User Profile, click the Edit PIN button.
    marg1
  5. Create and confirm the PIN.  It must be a minimum of 6 characters - and can contain letters and/or numbers.
  6. Click the Save PIN button.

Screen Shot 2024-04-08 at 2.46.24 PM

 

Using PINs on the POS

Once PINs are enabled on a specific POS Profile, Users can quickly and easily switch between sales associates (example: shift-changes).

  1. Click the circular profile icon in the upper right (it will have their initials).
  2. Choose Switch User in the dropdown menu.
    switch user
  3. New User should enter their PIN and click the Log In button. They will now be inputting Orders under their User Profile.
    Screen Shot 2024-04-08 at 2.47.58 PM
  4. If you have enabled the Require PIN before Order Payment option Users will be prompted to enter their PIN upon clicking the "Charge Order" button.
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  5. If you have enabled the Require PIN after completed Order option, upon completing an Order, Users will be prompted to enter their PIN. 
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