Terminal Accounts are created to log into Activate or Interact with the designated vendors.
Note: Prior to creating Terminal Accounts, Terminal Roles must be created.
Create Terminal Account
- Log in to Connect and select Accounts from the left side menu.
- Click Add Account in the upper right corner.
- From the type dropdown click Terminal.
- Enter Terminal Account Information.
- Name: Name of the Vendor or Stand/Location.
- A recommended practice is to add * to the Name so the terminal accounts are listed first.
- Ex. *Concession 101
- This also makes it easier to filter or exclude the accounts when performing mass vendor assignments through the Account Import/Export process.
- A recommended practice is to add * to the Name so the terminal accounts are listed first.
- Known As: How the Vendor will display on the terminal.
- Login ID: A unique username is required for each account.
- A recommended practice is to use an acronym for the venue followed by all or part of the Vendor name.
- Venue: Ops Playground
- Vendor: Concession 101
- Example Login ID: OPConc101
- A recommended practice is to use an acronym for the venue followed by all or part of the Vendor name.
- Password: This will be entered at the device to access the terminal account.
- A generic password can be used to access all terminal accounts (1234).
- Admin Pin: The Admin PIN is used by managers to authorize restricted actions such as opening the cash drawer, authorizing refunds, and running the finalize day reports.
- Create a pin between 1-36 digits (Ex: 8000).
- It is a best practice that the same Admin PIN be used for all accounts.
- Employee Pin: This number is used as another layer of security and usually contains four digits.
- Not required to login to the terminal.
- External ID: Optional to use with an external system.
- User Roles: Select the Terminal Role to be associated with this Account.
- Code: Optional, depending on the venue needs.
- Force code reset: Account is set to force code reset.
- Is Temporary: Set start and end days for this account if needed.
- Name: Name of the Vendor or Stand/Location.
- Select the Vendor Assignment tab.
- Click the Checkmark to assign a vendor.
- Note: Terminal Accounts can only be assigned to one vendor.
- Note: Terminal Accounts can only be assigned to one vendor.
- Click the blue Save button to finish adding the account.
Review Terminal Account
Once the account has been created, select to review additional information.
- Search for and select the account to edit.
- Click the Stats tab to view recent terminal and order details for the account.
- Click the Slideshow tab to add images for a Slideshow when the screen is idle.
- The Contact Info tab is not utilized for Terminal Accounts.
- Click the Integrations tab to add the Skyflo Virtual Bar ID, 7Shifts User ID, and 7Shiftes Punch ID.
- Note: This integration is still in development.
- Note: This integration is still in development.
- Click the History tab to view changes made to the account.
- Click the User Defined Fields tab to configure any Custom Fields on the Terminal account.