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PIN Authorization (Reports & Users)
Jason Finestone |
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2 minutes
Navigate to your Merchant Account & log in with your Admin credentials.
Ex. [https://merchant.orderup.ai/merchant/*your_merchant_number*](https://merchant.orderup.ai/merchant/*your_merchant_number*)
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Click on the [Manage Users] tab
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Log in with your default admin pin "0000" and press the [Arrow/Submit] key.
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This list will show any users you may have already created & their permissions.
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Go to your "Admin" user and click [EDIT]
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Set your new secret Admin PIN by clicking on the [PIN] line
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Enter your new secret Admin PIN and press the [Arrow/Enter] key.
NOTE: We recommend a strong pin with at least 4 numbers.
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Toggle the "View Reports" field ON
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Click "SAVE"
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If you'd like to add a new user with permissions, click [+NEW USER]
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Add the new user's name to the "Name" field
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SET their unique PIN.
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Pro-Tip!
- As an Admin/Manager you might want to note the PINs created by your authorized staff members.
- Admins will be able to change PINs at any time in the even a staff member no longer works for you.
- Only one PIN number can be used per user.
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Toggle ON/OFF the permissions you'd like this user to have & click [SAVE].
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The New User "Brandon" now appears in this list.
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To View Sales Reports > CLICK the [Bar Graph] icon on the left navigation bar.
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You will be prompted to enter your PIN to access the Reports page.
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You can filter your Reports by date/time.
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You can also filter reports by "Menu Filter" type.
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Click "GENERATE"
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