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The User Accounts page is only accessible to users with Admin or User Manager privileges. This page is used to add, edit, and delete user accounts and assign system privileges. The User Account page also allows an administrator to control which locations a user may access. |
Managing User Accounts
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Navigating to the User Accounts page under the Users tab will display an alphabetical list of the users that have been configured for the system. Clicking anywhere on a user's row will display the additional details in the 'User Details' section of the page. Clicking the Add New button, which allows a new user to be added.
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Understanding User Types and Privileges
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The User Privileges section allows Administrators to assign the appropriate level of employee access to the FasCard system. Users can be linked across multiple FasCard accounts. Configuring a User account with the same email address in each FasCard account will automatically link the user to those accounts. This type of User would be considered a "Global User". All associated accounts can then be managed using the same login credentials, with user privileges specific to each account. Deleting the user account from a FasCard account will remove the account linkage without deleting the user account from other FasCard accounts. Only an Admin User may change the details of a Global User.
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Understanding Locations and Location Groups
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The Location section allows an administrator to assign which locations a selected user has access to. This limits user access to the selected locations. Select the individual locations for which the user will have access or select the All Locations option if multiple locations are configured. If Location Groups are enabled, individual groups may be selected from the list or given access to all location groups using the All Location Groups option. |
Add, Edit, or Delete a User
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Edit a User
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Once a user is selected, the User Details section displays the basic information for a selected user and allows editing of user privileges and location access. Change any information and click Save when finished. |
Delete A User
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Field Descriptions
Field | Description |
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Name | The name of the selected user (Required Field). |
Title | The title of the selected user. |
The email of the selected user will also be the username for logging onto the website. This field is not required, but a user without an email address will not be able to sign into the Admin site. This email address must be unique within the store account. | |
Phone | The phone number of the selected user. |
Card # | The card number that is being assigned to the user, if applicable. |
Balance | The value that will be available to users when they use their card on a FasCard reader (Can only be set after the account is created). |
Status | This drop-down menu allows a user's status to be changed. Active - User is granted access to the FasCard administration site. Inactive - User is not granted access to the FasCard administration site. Disabled - User is not granted access to the FasCard administration site or the mobile site/app through their user account. When disabled, users will not receive feedback notifications. |
Notes | Open text area, only users with access to this page can view these notes. |
Group | The loyalty group that is associated with the selected user account. |
User Discount | This field allows a discount to be manually assigned to the user account. |
Total Discount | The discount amount the User account holder will receive off of participating equipment (See Pricing / Features on how to set participating equipment). |
Schedulable | The user can be included in Work Schedules. |
Clock-In Required | The user must clock in, in order to use their employee card. |
Notify Reported Issues | Users will be notified if feedback is submitted through the mobile app. |
Group Assignments and Discounts
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This section explains assigning a user to a specified Group and applying a percentage discount for the specific user.
Assigning a User to a Loyalty Group Users with the User Manager Website Privilege can assign users to a loyalty group. When a user is assigned to a Loyalty Group, that user shares the same applicable discounts as whomever else is assigned to that specific Group, whether it be employed personnel, customers, or a mixture of the two.
Applying a Percentage Discount to a User Users with the User Manager Website Privilege can apply a discount of up to 100% to any User's account.
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Auto Reload
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This section allows users with the requisite privileges to configure an automatic value reload for the selected User account. To configure an Auto Reload, select from the following options:
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Creating A POS User
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As mentioned above, a POS User can only be created by a FasCard account ADMIN User or CCI Technical Staff. A POS User is a specific user type created to generate a username and a password which may be needed to integrate a POS system with the FasCard System. Follow the steps below to create a POS User and generate a password.
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Viewing User Activity
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When in a User's details, one can navigate to the User's Activity by selecting the View Activity button below the detailed information. Much like a Loyalty Account User's activity, this view details the card activity of a user. See the instructions below on how to navigate to a User's activity page.
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Multiple FasCard Accounts
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A FasCard Owner can have more than just one FasCard Account. If an Owner has multiple FasCard Accounts, follow the steps below to set up the Owner's credentials to access multiple accounts.
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