Skip to main content

Back Office Device Management

November 12, 2024

Description

How to add or deactivate a POS device in the Back Office

What's in this article?

To add or deactivate a POS device, you must have a user role that has been granted access to the Register Device feature. Devices must be added to the Back Office before they can complete activation.

Device and station name

  • Station Name displays on the Device Activity report and can be found in the Point of Sale app screen by clicking Home and then clicking the information icon near the top-left side of the screen. You can edit the Station Name in Back Office > My Account > My Devices, by clicking on the Station Name field and editing the name.
  • Device Name is the actual name of the device. Device names are created when the device is first set up.

    NOTE: Device names cannot exceed 23 characters.

Deactivate a device

If your POS device is lost or stolen or if you just want to clean up the devices shown on the My Devices screen, you can deactivate devices without contacting us. Once a device is deactivated, users will not be able to log in on the device. 

To deactivate a device
  1. In the Back Office, select your username profile at the top right of the screen.
  2. Select My Account.
  3. From the left navigation, select My Devices.
  4. Locate the device you want to deactivate.
  5. Click Deactivate and then click OK to confirm deactivation of the device.
To reassign the Restaurant Primary POS to a different device

If you need to deactivate the Primary POS for your Restaurant Solution, you can assign a different device as the Primary. 

  1. In the Back Office, select your username profile at the top right of the screen.
  2. Select My Account.
  3. From the left navigation, select My Devices.
  4. In the Primary column, clear the checkbox on the current Primary POS device and select a different device as Primary.


  5. Click Save Changes.

Update this content for Accordion 3

Add a device

This option will not be available if you do not have a user role with access to register a device. 

To add a device
  1. In the Back Office, select your username profile at the top right of the screen.
  2. Select My Account from the dropdown list.
  3. From the left navigation, select My Devices. You will see a list of existing registered devices with device details.
  4. Click Add a Device.
  5. Enter a station name for the new device. The App version and Model fields will automatically populate once the device connects to the Back Office.
  6. Click OK to the notification that adding a new device may incur an additional device subscription on your account.
  7. Click Save Changes. When you log into your Point of Sale app on the new device, the station name you just created will appear for you to register to.
  8. Power on the device and open the Point of Sale app on the screen.
  9. Log in to the Point of Sale app with your user name and password. These are the same credentials that are used to log in to the Back Office.
  10. In the Device Registration dialog box, select an Open slot (where the Device Name is OPEN).
    • Once selected, the data sync begins downloading the menu, employee information, customer information, and any other configuration from the Back Office to the POS system. This sync may take between 30 seconds and 5 minutes. 
    • When the sync completes, the POS home page appears indicating the device is fully activated and registered in the Back Office.



Did you find this article helpful?