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pos:new-friends [2025/04/15 20:01] – [New Friends] mrjimpos:new-friends [2025/06/08 22:14] (current) – [Fintwist Enrollment] mrjim
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-===== 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 ==== ==== New Friends ====
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 {{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. {{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.+When a new friend is added, their password is set to first letter of first name and last name in full, all lowercase no spaces. Mine would be set to jjohnson. The password can be changed in the Edit User window.
  
  
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   * Ins. Expiration - Driver's Auto insurance.   * Ins. Expiration - Driver's Auto insurance.
   * Food Handler Exp.   * Food Handler Exp.
 +
 +
 +
  
 ==== Permissions ==== ==== Permissions ====
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 ==== Re-enroll existing users ==== ==== 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.{{pos: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. Then another window opens. That window will tell you if the user is already enrolled.
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 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. 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 ==== ==== User Store Access ====
pos/new-friends.1744740093.txt.gz · Last modified: by mrjim
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