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Back Office Login and Password Setup and Employee PIN Creation

April 23, 2024

Description

How to set or reset a Back Office password or reset Point of Sale app PIN

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Back Office password

When you first set up Back Office, users receive a temporary user name and password. The temporary password will need to be updated when the user logs in for the first time. If a user forgets a user name or password, the option to request a reset is available from the Login screen. If a user is locked out, an administrator can reset their user name or password for them.

To set up your password during the initial Back Office setup

When you first set up the Back Office, you will receive a temporary user name and password.

  1. Log in to the Back Office using your Back Office User Name and Temporary Password.
    Where can I find my Temporary Password?

    The Temporary Password is provided in the New Account message you received via email when your account was activated. Passwords are case sensitive, so make sure you enter your password exactly as it appears in the New Account message.

  2. Select Remember my User Name if you want your User Name to be automatically populated each time you access the Back Office website.
  3. Click the Log in button. 
  4. Select the I am ready to access the software solution checkbox and click Accept. A Two-Factor Authentication pop-up window will appear.

    Pop-up box to Accept terms and select the I am ready to access the software solution checkbox
  5. Enter the authentication code you receive. The system will prompt you to change your password.
  6. Enter your Temporary Password in the Old Password field.
  7. Enter a new password in the New Password and Confirm New Password fields. Your password must be at least six characters long.
  8. Click the Save button.
To reset your Back Office password
  1. In the Back Office, select your User Name in the top-right corner of the screen.
  2. Select Reset Password. The system will display the Change Password screen.
  3. Enter your current password in the Old Password box.
  4. Enter your new password in the New Password box. A password must contain 8-25 characters, one uppercase and one lowercase letter and at least one number.
  5. Re-enter your new password in the Confirm New Password box.
  6. Click the Save button.
To reset password or user name at Login

Use the Forgot Password? or Forgot User Name? options on the Login screen to receive an email with next steps on resetting your password. The password link will expire after 24 hours.

To reset an employee password

The Back Office User Name automatically defaults to the employee’s Email Address, but you can set it to something else. Once you save the employee record, the User Name cannot be changed. An email will be sent to each employee with Back Office access, which will include their user name and temporary password. This email also includes a link to the Back Office login page.

If an employee is locked out and does not receive an email after clicking "Forgot Password?" or "Forgot User Name?" link:

  1. In the Back Office, select the Employees tab.
  2. Select the Employees subtab.
  3. Select the employee from the list or search for the employee. This will take you to the Employee Detail Screen. 
  4. Click Reset Password. The system will reset the employee's Back Office password, display a temporary password on a pop-up screen and email the password to the employee. When the employee logs in to the Back Office using the temporary password, the system will prompt them to set up a new password for their account.


Point of Sale employee PIN setup

Your initial login in the Point of Sale app will prompt you to enter your user name and password. This will be the same as your Back Office user name and password. If you have Require a PIN entry enabled in the Point of Sale app, you will need to create a PIN for each employee

Mobile access to Back Office

The best way to access and use the Back Office is on a laptop or desktop computer.  If you have an Android, iPhone or iPad and try to access the Mobile Site of Back Office, it will appear as a blank white screen. 

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