Configuring Terminal Operator Identification
Click here to see this page in full context

 

Configuring Terminal Operator Identification

If your business has multiple employees who use the same payment terminal, you can enable each operator to identify themselves before completing a transaction. Additionally, you can require each operator to enter a password before they can complete an operation; this ensures that no unauthorized individuals can use the terminal.

This section explains how to enable operator identification on the terminal and how to configure the options:

Enable Operator Identification

By default, any number of operators can operate the terminal, but you can require individual clerks to identify themselves. When enabled, the terminal identifies individual operators using their identification number, which they enter prior to completing a transaction.

Note Icon

NOTE: You cannot enable or disable operator identification if there is an open batch of transactions; process the settlement before performing this procedure.

To enable/disable clerk identification:

  1. Touch the Action button on the main screen.     
  2. Touch Settings.     
  3. Enter the Merchant password and touch OK.    
  4. On the Settings page, touch Application Options.     
  5. In the Clerk section, touch the Enable Clerk/Operators toggle button to enable or disable operator identification. 
Important Icon

IMPORTANT! When you enable the use of operators, you must add at least one operator/clerk before you can process a transaction.

Add an Operator

When you enable clerk identification prior to completing a transaction, you need to add at least one clerk to the terminal.

Note Icon

NOTE: If your business uses more than one payment terminal, you will need to enable clerk identification and add the individual operators on each terminal separately.

To add a clerk:

  1. Touch the Action button on the main screen.     
  2. Touch Settings.     
  3. Enter the Merchant password and touch OK.    
  4. On the Settings page, touch Application Options.     
  5. In the Clerk section, touch Clerk Management. 
  6. Tap the Add New Clerk button.
    Note Icon

    NOTE: Depending on the nature of your business (configured by the Set Terminal Use option), the button can display Add New Clerk, Add New Waiter, or Add New Driver.

  7. Enter the clerk’s unique identification number in the Clerk field; numbers can range from 1 to 999.     
  8. Touch the Password field and enter a password that is 4 to 6 characters in length.
    Note Icon

    NOTE: The password is a required element when configuring a clerk but is only enforced when the Password Input toggle is turned to On. Refer to Enforce Operator Password Use for more information.

  9. Touch the Repeat password field and re-enter the password to confirm.    
  10. Touch OK. The new clerk ID appears in a list.     
  11. Repeat steps 6 to 10 for each additional clerk you want to create.

Require Operator Password Use

In addition to requiring terminal operators to identify themselves, you can require that they enter a password to further prevent unauthorized use of the terminal.

Tips and Tricks Icon

TIP: You should consider whether you will require operators to use a password before configuring the clerk “accounts”. If you forget the passwords before enforcing their use, you will have to delete all the operators and start over.

To require operators to enter a password before completing a transaction:

  1. Touch the Action button on the main screen.     
  2. Touch Settings.     
  3. Enter the Merchant password and touch OK.    
  4. On the Settings page, touch Application Options.     
  5. In the Clerk section, toggle Password Input to On.  
Note Icon

NOTE: If an operator forgets their password, you can use the Merchant or Administrator password as a workaround. If you have also forgotten the password, you will need to delete that clerk and re-create it with a new password.

Change an Operator’s Password

You may need to change a password if an employee is assigned another employee’s clerk number, or you may want to change passwords on a recurring basis for terminal security.

To change an operator’s password:

  1. Touch the Action button on the main screen.     
  2. Touch Settings.     
  3. Enter the Merchant password and touch OK.    
  4. On the Settings page, touch Application Options.     
  5. In the Clerk section, touch Clerk Management.  
  6. Touch the Edit (pencil) icon for the operator whose password you want to change.     
  7. Enter the clerk’s current password in the Enter Old password field.     
  8. Touch the Password field and enter a new password that is 4 to 6 characters in length.    
  9. Touch the Repeat password field and re-enter the new password to confirm.    
  10. Touch OK.

Deleting Operators

You may want to remove the requirement for operator identification. There are 3 ways to remove operators from a terminal:

Important Icon

IMPORTANT! If your business uses more than one terminal, you must disable or delete the operator(s) from all terminals.

Note Icon

NOTE: You cannot disable or delete operators if there is an open batch of transactions; process the settlement before performing the procedure.

Disable Operator Identification

If you choose to disable clerk identification, any clerks you have previously configured (including their passwords) will remain stored on the terminal. The procedure to disable clerk identification is the same as the Enable Clerk Identification procedure, but you toggle Enable Clerk/Operators to Off.

Delete Individual Operators

Deleting a single clerk only removes that clerk and its associated password from the terminal. All other clerks configured on the terminal will remain operational.

To delete an individual operator:

  1. Touch the Action button on the main screen.     
  2. Touch Settings.     
  3. Enter the Merchant password and touch OK.    
  4. On the Settings page, touch Application Options.     
  5. In the Clerk section, touch Clerk Management.     
  6. Tap the Delete (trash can) icon for the operator you want to remove.     
  7. Touch OK to confirm you want to delete the clerk.    
  8. Repeat steps 6 and 7 for each individual operator you want to remove.

Delete All Operators

If required, you can delete all existing clerks on the terminal at one time.

Important Icon

IMPORTANT! IF you delete all operators from the terminal, you must either disable clerk identification or add at least one new clerk before you can process any transactions. Refer to Disable Operator Identification or Add an Operator for the appropriate procedure.

To delete all operators on the terminal:

  1. Touch the Action button on the main screen.     
  2. Touch Settings.     
  3. Enter the Merchant password and touch OK.    
  4. On the Settings page, touch Application Options.     
  5. In the Clerk section, touch Clerk Management.  
  6. Tap the Delete All Clerk button.     
  7. Touch OK to confirm you want to delete all the operators on the terminal.

 

 


Copyright © 2021 PayFacto Inc.