You can add additional administrators to your uAccept POS account. Administrators are users who can set up your uAccept POS account.

To add an administrator to your uAccept POS account, follow these steps:

1. From the System Management tab, select Users.

2. From the Users menu, select Administrators.

3. Click Add.

4. In the First Name field, enter the administrator’s first name.

5. In the Last Name field, enter the administrator’s last name.

6. In the Username field, enter the username with which the administrator will log in to the system.

7. In the Email field, enter an email address for the administrator.

8. In the Password field, enter the password with which the administrator will log in to the uAccept POS web portal.

Note: The password must be at least four characters long.

9. In the Confirm Password field, enter the password a second time.

10. Click Save.

A user is an employee who is given rights to use the uAccept POS system. Users are assigned to groups and are assigned user policies, which define their access privileges.

To add a new user to your uAccept POS account, follow these steps:

1. From the System Management tab, select Users.

2. From the Users menu, select Users/User Groups.

3. In the Users section, click Add.

4. In the First Name field, enter the user’s first name.

5. In the Last Name field, enter the user’s last name.

6. From the User Group drop-down menu, select the user group to which this user will be assigned.

7. In the Username field, enter the username with which the user will log in to the system. 

8. In the Email field, enter an email address for the user.

9. From the Register Display Orientation drop-down menu, select Right if the user’s display on the POS device will have items on the right and the ticket on the left. Select Left if the display will have the items on the left and the ticket on the right.

The default for this field is to have items on the right and the ticket on the left.

10. In the Password field, enter the password with which the user will log in to the uAccept POS web portal.

Note: The password must be at least four characters long. 

11. In the Confirm Password field, enter the password a second time.

12. In the PIN field, enter the numeric PIN with which the user will log in to the POS device.

Note: The PIN must be at least four numbers long. 

13. In the Confirm PIN field, enter the PIN a second time.

14. Click Save.

A user group is a collection of users to which policies can be applied. Each user can only belong to one group.

To add a user group to your uAccept POS account, follow these steps:

1. From the System Management tab, select Users.

2. From the Users menu, select Users/User Groups.

3. In the User Groups section, click Add.

4. In the Name field, enter the name of the group.

5. In the Description field, enter a description, if desired.

6. In the Users field, check the users who will belong to this group.

7. From the Assign Policies By drop-down menu, select the level at which the policies will be assigned—region, store, or device.

8. In the User Policies section, select the user policy to assign to the group for each region, store, or device listed.

9. From the Web Policy drop-down menu, select the user web policy to assign to this group.

10. From the Status drop-down menu, make sure Active is enabled.

11. Click Save.

A user policy is a set of rules that govern the permission levels of users in groups. When you add a new user web policy, you will specify the tasks that the users assigned to this policy will be able to perform within the uAccept customer portal.

To add a user web policy to your uAccept POS account, follow these steps:

1. From the System Management tab, select Users.

2. From the Users menu, select User Policies. 

3. In the User Web Policies section, click Add.

4. In the Name field, enter a name for the user web policy.

5. From the Status drop-down menu, make sure Active is enabled.

In the Web Portal section, you will set the access level for the users assigned to this policy. 

6. In the Log In field, select Yes if the users can log in to the web application.

7. In the Cancel Account field, select Yes if the users can submit an account cancellation request.

8. Select View Only or Add/Edit/Archive to set permission levels for the following fields:

• General Settings
• Product Management
• Modifiers
• Menu Displays
• Tax Rules
• Special Fees
• Discounts
• Device Management
• Receipts
• Run Reports (Yes or No)
• Groups
• Users
• User Policies
• Batch Process (Yes or No)
• uText
• Bitcoin
• Loyalty

9. Click Save.

A user policy is a set of rules that govern the permission levels of users in groups. When you add a new user policy, you will specify the tasks that the users assigned to this policy will be able to perform on the POS device.

To add a user policy to your uAccept POS account, follow these steps:

1. From the System Management tab, select Users.

2. From the Users menu, select User Policies.

3. In the User Policies section, click Add.

In the General section, you will name the policy, set a policy status, set the access level for the users assigned to this policy.

4. In the Name field, enter a name for the user policy.

5. From the Status drop-down menu, make sure Active is enabled.

6. From the Open Register drop-down menu, specify whether the users can open the register at the start of a shift/day.

7. From the Close Register drop-down menu, specify whether the users can close the register at the end of a shift/day.

8. In the Employee Log In Timeout field, specify the amount of time that will take place following a transaction before the POS will revert to the login screen.

9. In the Device Settings field, check the device settings that will be accessible to the employees.

The options are Network Settings, External Printer Settings, General Settings, and Employee Settings.

10. From the Batch Process drop-down menu, specify whether users can batch process transactions on the POS.

In the Store and Forward section, you will set the Store and Forward access level for the users assigned to this policy.

Note: While you are able to set user permissions for Store and Forward in your uAccept account, this feature is not available on your POS until a future release. 

11. From the Manual Store and Forward drop-down menu, specify whether the users can enable Store and Forward mode manually on the POS even if an internet connection is available. 

12. In the Maximum Transaction field, specify the maximum transaction amount allowed when Store and Forward mode is enabled on the POS.

13. From the Maximum Override drop-down menu, specify whether the users can override the amount set in theMaximum Transaction field. 

In the Till and Transaction section, you will set the POS functions access level for the users assigned to this policy.

14. From the Set Till drop-down menu, specify whether the users can enter the amount of money in the cash drawer at the start of the shift/day.

15. From the Close Till drop-down menu, specify whether the users can enter the amount of money in the cash drawer at the end of the shift/day.

16. From the Perform Cash Fill drop-down menu, specify whether the users can add cash to the drawer during the shift.

17. From the Perform Cash Drop drop-down menu, specify whether the users can remove cash from the drawer during the shift.

18. In the Cash Drop Amount Notification Text field, enter the text that will appear in the notification when the limit of cash in the drawer has been reached.

19. From the Perform No Sale drop-down menu, specify whether the users can open the cash drawer when there is no transaction taking place.

20. From the Post Void drop-down menu, specify whether the users can void a transaction after a sale has been made that day.

21. From the Apply Saved Discounts drop-down menu, specify whether the users can apply saved discounts on the device.

If Yes, enter the maximum saved dollar or percentage discount amount a user can apply on the device. To apply unlimited discounts, leave as zero.

22. From the Apply Manual Discounts drop-down menu, specify whether the users can apply manual discounts on the device.

If Yes, enter the maximum manual dollar or percentage discount amount a user can apply on the device. To apply unlimited discounts, leave as zero.

23. From the Override Price drop-down menu, specify whether the users can give a discount on individual items.

24. In the Transaction Maximum field, enter the maximum transaction amount allowed

25. In the Refund Maximum field, enter the maximum refund amount allowed. 

26. Click Save.