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Back Office Settings for My Account

November 19, 2024

Description

How to view and manage your account and device information, store information, send messages to the POS and configure help websites in the Back Office

What's in this article?

From your user profile, you can access account settings and information, including information about your account, the stores for your account if you have more than one store, and the devices assigned to your account. You may also use send messages to the POS devices for your store(s) and change the websites that appear for the POS user when they select the Help option from the menu.

Overview

View details about your account, including your account number, account history, the number of stores for your account (if applicable), the number of POS devices registered to your account, and the rate plan, which indicates the POS software option for your account: Essentials Light Solution, Essentials Solution, Restaurant Solution.

View an overview of your account information
  1. In the Back Office, select your user profile at the top of the screen > My Account.

    my account selectedThe My Account overview displays account details like the status of your subscription, the number of devices, and your rate plan .

    My account screen

My Stores 

The My Stores screen was designed for our customers who are using our multi-store feature. You can deactivate a store that is no longer in business; however, you cannot delete your last store. Essentials Light users are limited to one store. 

View account information for your stores
  1. From your user profile, select My Account > My Stores.
  2. View your store information and edit your store name if desired
    table listing fields and their descriptions
    FieldDescription
    Store NameThe store name. You can edit the store name.
    Store Number/API Store IDThe store number and identification number for the location. Not editable. 
    Account NumberThe account number for this location. Not editable.
    Store Address, City, and StateThe address for the store location. To edit this information, switch to Store view and select the store to update. Not editable in this view.
  3. Click Save Changes.

My Devices

You can view the devices for your account, deactivate devices you are no longer using, and edit the Station Name of a device. The Station Name appears in the Device Activity report and can also be found in the Point of Sale app home screen by clicking the Information icon. The Station Name is a description name for the device that helps you identify the device quickly. The Device Name is the actual name of the device. Names are created when the device is first set up, but can be updated directly on the device if desired. 

If you have Restaurant Solution, your Primary POS (Primary Device) will also be indicated.  Learn more about device management.

View registered devices
  1. From your user profile, select My Account > My Devices.
  2. From this screen, view device name, station name, application version, device model and operating system, and the date of the last ticket on the device.
Deactivate a device
  1. From your user profile, select My Account > My Devices.
  2. Click Deactivate for the device.
Update a station name
  1. From your user profile, select My Account > My Devices.
  2. Edit the Station Name. Use a description name that helps you differentiate between devices, such as ABC store register 1, ABC store register 2, etc. This will help you identify the device quickly if you need to deactivate it. 
  3. Click Save Changes.
Update a device name
  1. On the terminal main screen, tap the Settings icon to open the Settings app.
  2. Tap General > About > Name.
  3. Enter a name for the device.
  4. Tap Done.

My Messages

You can create, schedule and send notifications that appear on the POS to alert users of important messages. In Company view, multi-store users can send short notes to all or selected sites in real time. It’s a great way to let employees know when promotions are live.

When a message is sent, an alert will appear on the POS as a new notification and a number badge will indicate how many new messages have not been viewed. To view the message, simply tap on the icon. Then, tap on the message you wish to view. Once the alert is viewed, the number badge disappears/is decremented but the icon displays until the expiration date/time for the message is reached.

NOTE:
Scheduled and Sent messages appear on the My Messages screen. Once a message has been delivered, it can no longer be edited or deleted.

Create a message
  1. From your user profile, select My Account > My Messages. Any previously created messages appear along with the subject, a message preview, the display time and status. 
  2. Click New Message.
  3. Type in a message subject, body content, display time (when to display the message on the POS) and expiration date (the length of time you want the message to remain available for employees to view). All fields are required.
  4. (Multi-site users only) Select Recipients. . You can send a message to all stores or a selection of stores. 

    NOTE: If the store has multiple devices it will be sent to all devices. 

  5. Click Send Message when complete. 
Edit or delete a pending message
  1. From your user profile, select My Account > My Messages. 
  2. Click on the pending message from the Inbox.
  3. View, edit, or delete the message.

    edit message screen
Duplicate a message
  1. From your user profile, select My Account > My Messages. 
  2. Click on the message from the Inbox.
  3. Click Duplicate.
  4. Edit the message contents if desired, display time, and expiration date. 
  5. Click Send Message to send the same message again.

My Help URLs

Point of Sale app users can access a link to the Help website from the slide-out menu. You can add up to three additional URL addresses that will appear when someone taps Help in the Point of Sale app slide-out menu.

NOTE:
The website URLs you configure will open up within the Point of Sale app. They will not open the website in a separate internet browser window.

Add websites to the Help screen on the Point of Sale app
  1. From your user profile, select My Account > My Help URLs.
  2. Click Add a URL.
  3. Enter the website address (URL) and the name for the website to display on the Point of Sale app.
  4. Click Save Changes.
Access a help URL in the Point of Sale app
  1. From the Point of Sale app slide-out menu ☰,  tap Help.
  2. Tap the name of the website you wish to access.
  3. Tap Return to POS to go back in the Point of Sale app.
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