thread Re: Team passcode in Archived Discussions (Read Only)

Team passcode

theshavingoctop — Mon, 27 Sep 2021 02:03:37 GMT

Can you use Team Passcodes to separate their individual transactions?

Re: Team passcode

BofBArtStudio — Tue, 28 Sep 2021 03:18:17 GMT

@theshavingoctop , yes. By using team passcodes, your screen remains locked when not in use, and each of your team members can enter their code before checking out customers. Then in Reports, you can choose to view reports by Team Member as a filter. You can do this in the Transactions view as well and see all transactions for a specific team member.

Hope this helps. Feel free to reach out if you have additional quesitons.

Re: Team passcode

thermanny — Mon, 04 Sep 2023 22:28:41 GMT

See this answer right here? The person (and users in general) are looking for HOW to set up the system to get the desired result. What are the steps on the POS to set up team logins using a passcode? By default, the POS requires a single login using an email address and password. That account is then used for all transactions. Clicking on lower right hand clock symbol will allow logging that person out and in. No one else. So where to enable multiple employees to clock in and out? We don't want a common Team Passcode, we wnat each employee accesssing the system using their own passcode.

In Settings >Security ticking REQUIRE EMPLOYEE PASSCODE>After Each Sale not only isn't requireing passcodes between sales, it still doesn't enable multiple empolyees to clock in and out using a passcode.

So, to finish...
I need the exact security and other settings, step by step, to create access to the POS by mutiple employees in a single shift using their own passcodes and requiring the input of the passcode between each sale.

Thank you,

Tom

Re: Team passcode

Arie — Tue, 05 Sep 2023 06:47:19 GMT

Hi @thermanny,

I'm sorry to hear you're having trouble with your team codes. It sounds like you've followed our recommended steps already, so I'd recommend giving our support team a call so we can take a closer look and file a ticket for a bug if necessary. You can reach support on 1-855-700-6000, Mon - Fri, 6am-6pm Pacific Time or send us a message here.

Please let me know how you go 🙂