Users \ Clerks

A User\clerk is a member of staff who will operate the PoS system to some degree. The PoS requires a User \ clerk to be logged on, in order for sales to be entered or to access the Total Control Premier system. 

(Screenshot 11.1)

Clicking into the Users section you can add users to the Total Control Premier system from Desktop version or from the Cloud side.

(Screenshot 11.2)

When adding a user from the Cloud side which you will need to add an email address, user name, password and set them a role within the system the end-user can use.

For example,

To add a User within the Cloud

1. Click ‘Add’ plus symbol.

2. Enter the details required e.g. Email, User Name, Full Name, Person Type ‘TCP User’

3. Click ‘Save’.

This will be followed by… ‘TCP User Successfully saved’.

4. You will now see an extra option appear on the right-hand side of the email field if you click on ‘Send Invitation’ 

You will see the following pop up once pressed; 

6. If you click on the ‘Key’ logo

This will take you into the page where the new user can set themselves a password.

Once done if they click on ‘Register’ this will take them to the main login page to sign into the system.

If you are setting up a new user from the Desktop Edition side under Setup -> User Maintenance followed by clicking ‘Add’.

If the new user checks their email and clicks on the link to confirm which you will see the following screen.

If you click on the ‘Key Logo’ this will take them into the main menu to use the system. 

To Edit a User within the cloud

1. Select the required User by highlighting

2. Click ‘Edit’ by double-clicking or selecting the edit symbol from the toolbar;

3. Make the changes required

4.Click ‘Save’

To Batch Edit Users within the cloud

1. Select the required Users
2. Click ‘Batch Edit’ button (accessible by clicking the arrow displayed to the right of the Edit button)

(Screenshot 11.4)

If you click ‘Show Deleted users’ this will show you the end-users who have been removed as these can be revived at a future date if the user returns.

Profile

You will have noticed in the top right-hand corner displays the user name you are signed in as.

(Screenshot 11.5)

If you click on the drop-down arrow which will give you profile information with the options to check ‘your profile’ or ‘sign out’ along with the time zone you are using which my example, shows Europe/London.

(Screenshot 11.6).

If you click on ‘Your Profile’ which will display your user profile details (Screenshot 11.7).

(Screenshot 11.7)

Within the ‘User Profile’ section you will see options for Changing password and user logins.

(Screenshot 11.8)

Under ‘Change Password’ will see the following fields e.g. Current password, New password and Confirm new password (Screenshot 11.9). If you wanted to change\update your password this is the area where you head to if you wanted to make changes.

(Screenshot 11.9)

Under ‘User logins’ will show ‘last logged in’ and ‘locked out’ and ‘lockout release time’ (Screenshot 11.10).

(Screenshot 11.10)

Clerks

Clerks and their various settings are created/managed in Desktop Edition or within the Cloud edition of Total Control Premier and sent down to the PoS from the Desktop Edition.

(Screenshot 11.11)

A clerk is a member of staff who will operate the PoS system to some degree. A clerk can be made known to the system in many ways;

• by the record id
  
• by log in pin
  
• by pressing a button on the touch screen for that clerk record
  
• by using an iButton (Dallas key)
  
• by using a magnetic card
  
• by scanning a barcode
  
  
• by fingerprint
  

By clicking the ‘PLUS’ symbol ‘Add new clerk’ from the function buttons. You will be taken to the following screen to input the information e.g. Name, Login Pin, Select a Clerk Group etc.

(Screenshot 11.12)

When you have entered the ‘Clerks’ information followed by clicking ‘Save’. You will now notice some extra options e.g. Edit Clerk, POS Options, User Fields (No Options under this section currently) (Screenshot 11.13).

(Screenshot 11.13)

Under POS Options you will find e.g. iButton, Barcode, MCR, Has Manager Auth, Default Screen, Opens Drawer, Screens on Left, Load Balance Plan, Clerk Shifts, SCO Operator which matches the desktop edition of the software (Screenshot 11.12).

(Screenshot 11.14)

Clerks can be set as a ‘Training Clerk’ allowing them to enter practice transactions into the PoS which are not recorded as real sales. Clerks can be set as a member of a Clerk Group (see Clerk Groupon page 106)‘ Hourly Pay Rates’ can be set against clerks allowing ‘Time and Attendance’ information to be recorded against the clerk, and reports to be generated showing the hours worked and the pay accrued. 

Clerks can be associated with a default screen page, this allows the GPoS system to automatically show a specific screen for each clerk when they log on at the GPoS. 

In hospitality environments, this could be set automatically load the balance plan. The screen can also be set to display the transaction grid on the left or right-hand side (per clerk).

Clerks configuration links can be found within our useful articles below;