Differences

This shows you the differences between two versions of the page.

--- pos:new-friends [2025/04/06 18:29] – ↷ Page moved from joes:new-friends to pos:new-friends mrjim
+++ pos:new-friends [2025/04/16 00:55] (current) – [Users Viewing Editing Adding and Inactivating] mrjim
@@ Line 1: / Line 1: @@
-===== Enrolling Team members into POS =====
+===== Users Viewing Editing Adding and Inactivating =====
+Go to Start> Users> Users. This opens a list of all active users at the store that POS is set to.
+==== Viewing Inactivating Users ====
+Users with no permissions are inactive. To view Inactive Users click Options>Inactive Users> Show. {{:pos:friends5.png| }}
 ==== New Friends ====
-{{:joes:friends1.png?200 }}When you have a newly hired a new Friend of MrJim, you must authorize them to use the computer by entering their information into POS.
+{{pos:friends1.png?200 }}When you have a newly hired a new Friend of MrJim, you must authorize them to use the computer by entering their information into POS.
 IF A USER HAS EVER BEEN ENTERED INTO POS [NO MATTER WHAT LOCATION OR WHEN IT WAS] HE DOES NOT NEED TO BE ENTERED AGAIN.
+Check the [[oic:users#Friends List|Friends List]] before adding a new user.
 Login to POS as a manager or owner, go to Start> Users> Users. A window opens with a list of the users. At the top left corner of the window is “Add a new user. [NEVER ADD USER WHO HAS WORKED AT ANY MRJIMS.PIZZA STORE. THEY ARE STILL IN THERE. CALL MRJIM].” Click on that and the “Add new user” window opens. Enter the team member’s complete information. Click on the small arrow next to “Permissions” to expand the list and then select the permissions for the team member. Then click the arrow next to pay rates to expand that list and enter the rates. One guy can have several rates depending on how you have them on the schedule.
@@ Line 11: / Line 19: @@
 Click “Add new user” and the following message appears.
-{{:joes:friends2.png?400 }}“Never add a person who has ever worked at any MrJims.Pizza location. All past users are still in the POS and can be moved to your store. Press OK only if you are certain they never worked at any MrJims.Pizza store anywhere in the world. There is a $100 fee for removing a duplicate user.” press OK.
+{{pos:friends2.png?400 }}“Never add a person who has ever worked at any MrJims.Pizza location. All past users are still in the POS and can be moved to your store. Press OK only if you are certain they never worked at any MrJims.Pizza store anywhere in the world. There is a $100 fee for removing a duplicate user.” press OK.
-{{:joes:friends3.png?200 }}After adding a new user click Enroll fingerprints. If their fingerprints are already enrolled at another store let IT department know and we will move the user to your store.
+{{pos:friends3.png?200 }}After adding a new user click Enroll fingerprints. If their fingerprints are already enrolled at another store let IT department know and we will move the user to your store.
 When a new friend is added, their password is set to first letter of first name and last name in full, all lowercase. Mine would be set to jjohnson. The password can be changed in the Edit User window.
 ==== Friend Data ====
@@ Line 48: / Line 57: @@
 When a user signs into POS that session is opened at his highest user role. If he has Manager Permission set to “yes” it will open in Manager Role.
-{{:joes:friends4.png?300 }}If that user does not want to leave the POS in Manager role mode, he can sign out or Modify Session Roles. Go to Start> Modify Session Roles and deselect the Manager role checkbox and click the Driver or Inside role.
+{{pos:friends4.png?300 }}If that user does not want to leave the POS in Manager role mode, he can sign out or Modify Session Roles. Go to Start> Modify Session Roles and deselect the Manager role checkbox and click the Driver or Inside role.
 When POS is in the Inside Role it does not allow payments to be applied to Pick-Up orders. Pick-up orders are not usually paid for when the order is placed. On the rare occasion where a pick-up order does need to be paid for; after the order is placed you go to the Current Order screen, click on the order, then click the Payments option at the top of the list. If you have a station handling Dine-In traffic that station can be set in Driver role.
@@ Line 54: / Line 63: @@
 ==== Re-enroll existing users ====
-Sometimes a team member will have difficulty getting into POS. You can reenroll existing users. Go to Start> Users> Users and open the list of users window. Highlight the user you want to reenroll. Then click Enroll fingerprints.{{:joes:friends3.png?200}}
+{{ pos:friends3.png?200}}Sometimes a team member will have difficulty getting into POS. You can reenroll existing users. Go to Start> Users> Users and open the list of users window. Highlight the user you want to reenroll. Then click Enroll fingerprints.
 Then another window opens. That window will tell you if the user is already enrolled.
@@ Line 70: / Line 79: @@
 If you can’t see a team member or ex-team member on the list, just give them at least one permission. Go to Start> Users> Users and then click on Options on the right next to the wrench icon. Then click Inactive Users> Show. Find the user you want to change, click on the Pencil for that user and set at least one permission to yes.
+==== Fintwist Enrollment ====
+{{:pos:friends6.png |}}Drivers can be paid by paycard. If the store has an account with Fintwist. Highlight the friend in the list then enter the card number assigned to that driver. When that driver's checkout is done with the Fintwist option the amount paid is transferred to his paycard within minutes.
 ==== User Store Access ====