- Adding a POS Operator (via the Touch Admin Software)
- Importing .csv File of POS Operators
- Editing an Existing POS Operator (via the Touch Admin Software)
Adding a POS Operator (via the Touch Admin Software)
A POS operator has the ability to use POS devices. To set up a POS operator, complete the following steps:
- In Touch Admin, click POS Settings > Operators. The POS Operators listing screen appears, listing any existing operators and their assigned permissions.
- Click the Add Operator button. The screen refreshes with fields to enter the operator details.
- Enter the following information:
First Name
Last name
Staff number
- Assign the operator their required permissions:
Can approve void
Can approve discount
Can approve refund
Can assign tables - this option gives the POS operator the ability to tables to themselves and other POS operators. See POS Dining Room - Assigning Servers to Tables for more information on table assignment, and specific instructions on assigning tables.
- If it is required to have the operator change their PIN on their next login, select the Staff required to create PIN on next login check box. This is usually for situations in which a new staff member is being onboarded, or if a staff member forgot their PIN, and you would like them to use their own PIN rather than the PIN you provide them below via the PIN code field.
Note: After the operator changes their PIN on their next login, the Staff required to create PIN on next login check box automatically clears.
- In the Operator ID (4-6 Digits) field, enter a unique operator ID consisting of four to six digits. The operator will use this operator ID each time they log into POS.
- In the PIN Code (4-6 digits) field, enter a PIN consisting of four to six digits. The operator will use this PIN code each time they log into POS.
Note: If the Operator ID and the PIN Code are the same number, the operator will be logged into POS after entering the Operator ID only.
- The Associated User for POS Manager Tools drop-down allows you to give a POS operator access to the POS Manager module; for more information, see the following article: Giving a POS Operator Access to the POS Manager.
- Click Save to apply your changes. You are returned to the POS Operators listing screen, where the newly-added operator and their assigned permissions appears.
Note: The operator has the ability to change their PIN on the POS front-end. If so, then the PIN Code field in Touch Admin automatically updates with the operator-created PIN.
Importing .csv File of POS Operators
About Importing .csv File of POS Operators
You can import POS operators members via a .csv file. To aid with this import process, a .csv template with sample data is available at the bottom of this article that you can download and populate with POS operator details.
It is important to note that the import of this file does not change existing POS operators. Please ensure you review your POS operator import details and do not include any existing POS operators, as this will cause a duplicate POS operator in the system.
Entering POS Operator Details in the .csv Template
The .csv template consists of the following columns to enter POS operator details.
- First Name
- Last Name
- Employee Number
- Pin Code - 4 to 6 Digits
- Operator ID
- Require PIN change on first login (TRUE or FALSE)
- Can Approved Void (TRUE or FALSE)
- Can Approve Discount (TRUE or FALSE)
- Can Approve Refunds (TRUE or FALSE)
- Can Assign Tables (TRUE or FALSE)
Importing the Populated .csv File
After the .csv file is populated with the POS operator details, complete the following steps to import the .csv file:
- In Touch Admin, click POS Settings > Operators. The POS Operators listing screen appears.
- Click the Import Operators button and follow the onscreen steps to import the file.
- After the import process is complete, the imported POS operators appear onscreen.
Editing an Existing POS Operator (via the Touch Admin Software)
You can edit an existing POS operator, such as changing their permissions, their operator ID and their PIN code. To do so, complete the following steps:
- In Touch Admin, click POS Settings > Operators. The POS Operators listing screen appears, listing any existing operators and their assigned permissions.
- For the operator you want to edit, click their Edit button.
- Make your changes as needed.
- Click Save to apply your changes.