Settings - POS Accounts

📋 Overview

This guide explains how to create and manage POS Accounts in Canopy 2.0. These accounts are used by staff to log in to the POS, create sales or tabs, and (with permission) perform manager-level actions like refunds, voids, and menu changes.
 

❗ New Feature: 

POS Accounts can now be created with a numeric External ID, which can be linked to a QR code or employee badge barcode — allowing attendants to log in without entering a PIN.
 

📖 Need help scanning a badge to log in? 

👉 Reference the [Badge Login Guide] for step-by-step instructions.

🧠 Understanding POS Accounts

When you open the POS Accounts section in Canopy 2.0, you'll see a full list of users in your organization.

🔍 Filters at the Top:

• Staff Type Filter 
  Choose to view only:
   
  • 👤 Cashiers
     
  • 🧑‍💼 Managers
     
• Status Filter 
  Choose to view only:
   
  • ✅ Active accounts
     
  • ❌ Inactive accounts
     

🔧 Tools in the Top Right:

• 🔍 Search Bar: Type a user’s name to find their POS account
   
• ⬆️ Bulk Upload: Used only after consulting with your Account Manager or emailing venuesupport@shift4.com
   
• ➕ New User Button: Click the blue plus icon to create a new POS Account
   

📌 Note: Bulk uploads are typically handled by the Implementation Team during initial venue setup, based on the Site Survey.
 

🆕 Creating a New POS Account

Step 1: Click the Blue + Icon in the top right

A new window will appear. Start with the Info Section:

📝 User Details

👤 Account Type

✅ Final Step

Click SAVE to create the new POS Account.