Settings - POS Accounts

This article will cover how to create and manage POS Accounts. 

POS Accounts are the users you create/manage that will have access to the POS to log in and create sales or tabs. You may also give a user Manager Access so they can approve refunds, issue voids, change the menu assignment, reopen tabs, etc.

*New* POS Accounts may now be created with a numerical External ID that can be assigned to a QR Code or Employee Badge Barcode so that attendants can log in without having to enter a PIN.

Please reference this guide to learn how to scan an employee badge to log in to the POS.

Understanding POS Accounts: 

When first accessing POS Accounts in Canopy 2.0, you will see your list of users who exist within your organization. 

• Starting at the top, we have our filters. Here we can filter by the kind of user(Staff) or by the user's Status.
  
  
  • The Staff drop-down allows you to filter by Cashier or Manager, and when either is selected, it will only display that kind of user type.
    
    
  • The Status drop-down allows you to filter by Active or Inactive POS Accounts, and when either is selected, it will only display the kind of users with that status.
    
    
• On the top right, we have our search function, bulk user upload, and the new user creation button.
  
  
  • Searching for a POS Account is done by entering the user's name.
    
    
  • The Bulk Upload feature should only be used after consulting with your Account Manager or venuesupport@shift4.com. Bulk uploading of users is typically done before your first go-live by our Implementation Team, who builds your database based on the Site Survey that was completed.
    
    
  • Creating new POS Accounts is done by selecting the Blue + Icon in the top right. Follow the steps below to understand how to create new POS Accounts. 

Creating New POS Accounts: 

To begin creating a new POS Account, select the Blue + Icon in the top right.

• A new window will appear, and you will first be prompted with the Info Section.
  
  
  • Name: Enter the First and Last name of the POS Account user, or you may enter the NPO/Vendor name.
    
    Note: The last name of the POS User will always be the first initial on the POS and when printed on receipts/chits. 

• Email Address: You may enter the user's email address, but it’s not required.
  
  
• Phone Number: You may enter the user’s phone number, but it’s not required.
  
  
• External ID: Can be used for scanning attendants' employee badges to access the POS without having to enter a PIN. If you’re using this feature, then a numeric-only External ID must be entered. If no External ID is entered, then a Unique ID will be generated upon saving.
  
  Please reference this guide to learn how to scan an employee badge to log in to the POS.
• PIN Code: Is a minimum requirement of 5 Digits with a maximum of 6. You may select reset to auto-generate a 5 Digit PIN.

• Finally, complete the Account Type section.
  
  
  • Cashier: This user type will be able to run general sales with no ability to do any kind of overrides.
    
    
  • Manager: Voiding and Refund capabilities. This user can approve any POS changes that require a Manager PIN.

Select SAVE when done. 

Need Help? We’re Here for You!

For assistance with SkyTab Venue, reach out to our support team:

• 📞 Phone: 877.559.4225
• 📧 Email: venuesupport@shift4.com

Our support team is available to help with any questions or issues you may have.

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