Overview

In the Volante BackOffice, the User / Security module is used to add and update new employee information for use on the POS. This module can be used to change Job Type settings and Securities used by employees programmed in Volante.

Changes made in the BackOffice must be manually synchronized using the Data Synch tool (on either the BackOffice or from the POS Admin Options) in order to receive new changes.

Access

To access User / Security setup from the BackOffice, select the third button from the right column.

Users & Securities

Adding a New User

Click User/Security from Back Office Main Screen.
To add a new user, click on NEW
Fill in the Name information of your user
Fill in a User ID, this is a numerical number used to access the POS and or Back office. It can be anything from 2 - 16 digits long. The Field supports Alpha numeric characters however please note that letters or special characters will not be able to be used at the POS without a keyboard. Many use this to their advantage to stop User ID's from being used at the POS forcing the employees to use Swipe or Fingerprint options.
Fill in the Card Swipe field by choosing the Field so your Cursor is in it and then swiping the card.
Add Job Type (You can have more than 1 job type for the staff)
When you are complete click on Add. to save your new Employee.

Personal Information

This tab is used to store additional information about the employee.

Over Time Setup

Use this tab to setup overtime configuration and parameters used in your organization.

Edit users

Editing a user is similar to adding a new user, however you only need to change what you want adjusted instead of filling it all back in again. It is not good practice to edit one employee to be another employee, if a new employee joins the team it is best to delete the first one and create a new one. When you change the Employee Card swipe or User ID the former card swipe is automatically made in active.

Highlight the user on the left hand side.
Click Edit,
Make all necessary changes and Save.

Delete users:

Highlight the user under System Users.
Write down UserID, click on Delete, enter UserID when prompt and click on OK.
To remove administrators, change their UserID first and continue with delete procedures.

Deleting Job Type:

Deleting Job Types has a global impact on the entire users set up. In any circumstances, do not attempt to do this unless you are 100% sure of what you are doing. Please refer to BackOffice for further instructions or contact Volanté Support.

Changing Job Type Securities:

Changing the user’s security has a global impact on their privileges. In any circumstances, do not attempt to do this unless you are 100% sure of what you are doing. Please refer to BackOffice for further instructions or contact Volanté Support.

Troubleshooting

Related Articles

Page:

User / Security - Version 6
Page:

Users & Security Setup in BackOffice
Page:

Users and Securities - Job Types (Version 7)

See Also:

Troubleshooting Articles

Browser not supported