FasCard Admin Site - User Accounts

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.

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.  

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. 

User Privilege
Administrator Account (All Privileges)	Users with this permission have full rights and access to all user privileges including access to the FasCard Admin Site - Server Management page and Users pages. Admin users are the only users who are capable of changing the credit amount in a customer's Loyalty account. Admin users are the only users who are able to change Global User's detailed information. (Users linked to multiple accounts as stated above.) Admin users are the only users able to view the following reports: Loyalty Totals Loyalty Bonus Billing History
POS (Point of Sale) User Privileges	The FasCard System can work with POS (Point of Sale) systems.  However, to integrate an API/POS with FasCard, Store Owners must contact their POS administrator.  The POS administrators will determine what is needed for their systems to integrate with FasCard.  They potentially may need a username and password to integrate the POS with FasCard.  If this is the case, the instructions on how to do this are below in the section Create an API/POS user. an API/POS User type (Point of Sale) is a specific user-created ONLY by a FasCard Account Admin user or CCI Technical Staff.  These users are created to generate a one-time password for the POS System Administrator to integrate the POS with the FasCard System.
Users with Website Privileges	User Manager - Users with this permission have access to the Users page and can create new or modify existing user accounts.  User Managers can modify the permissions of all users except for Admin level users. Machine Setup - Users with this permission have access to the FasCard Admin Site - Machine Setup page and the Maintenance & Diagnostics Functions on FasCard readers. Pricing - Users with this permission have access to the Pricing & Features page. Scheduled Tasks - Users with this permission have access to the Scheduled Tasks page. Loyalty Accounts - Users with this permission have access to the FasCard Admin Site - Loyalty Accounts page with available granular options of what a user is able to modify and update: Reports - Users with this permission have access to the FasCard Admin Site - Reports page with available granular options of what a user is able to generate and view: Additionally, reports can be filtered based on what reports are selected in the available dropdown list upon clicking the Select Report(s)... box.  Note: Certain reports in the Select Report(s)... box will not display if the user is not an Admin. Equipment Setup - Users with this permission have access to the FasCard Admin Site - Equipment Setup page. Location Setup - Users with this permission have access to the FasCard Admin Site - Location Setup page. Loyalty Settings - Users with this permission have access to the FasCard Admin Site - Loyalty Settings, FasCard Admin Site - Loyalty Groups, and Retail Cards pages. Work Schedule - Users with this permission have access to the FasCard Admin Site - Work Schedule page. Loyalty Marketing - Users with this permission have access to the FasCard Admin Site - Marketing page. WDF ProLink - Users with this permission will have access to the FasCard Admin Site - WDF ProLink page.
Users with Card Reader Privileges	Collector - Users with this permission have special card access to collector functions on FasCard readers.  See How to Collect on a FasCard reader. System Maintenance - Users with this permission have access to the FasCard Admin Site - System Maintenance page and the Maintenance & Diagnostics Functions on FasCard readers.
Users with No Assigned Privileges	User accounts with no assigned privileges are considered to be 'Card Only' users and have no special access to card reader functions or the FasCard Admin site.  They may be assigned a card with a balance configured by an Admin or User Manager and their activity will be reported on the Employee Activity report.

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.

1. Navigate to the FasCard Admin site and sign in with Admin or User Manager credentials.

2. Select the Account in which the user information is stored.

3. Once the account is selected, click the Users tab.

4. Click Add New and complete the fields:

   NOTE:

   Only fields marked with an Asterisk(*) are needed to meet the minimum requirement; however, users without a configured email address cannot access the FasCard Admin site.

   

5. Enter basic contact and other applicable information. 

   

6. Select the appropriate settings in the User Privileges section. For a more detailed explanation of these privileges, see User Privileges.
   

   

   1. If multiple locations or Location Groups are configured, the Locations section will appear adjacent to User Privileges and will be a required field.
      

      1. Select appropriate locations or location groups for the user.
         
         
         

7. Click the Save button near the bottom of the Details section.
   

   

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. 

1. Navigate to the User Accounts page under the Users tab.

2. Use the search function or manually locate the user from the list.  

3. Select the user account by clicking the user name.
   

   

   
   

4. Click Delete and a confirmation prompt will pop up.
   

   

5. Click OK to confirm deletion or click Cancel.
   

   

   
   If confirmed, a green banner will appear above the search bar, confirming that the user's record has been deleted from the store account's system.

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.

1. Click the 'Group:' dropdown and select the Group you would want to assign said user to. (Note: Group dropdown selection is based on what Loyalty Groups you have previously created.)
   

   
   

2. Click Save to apply the saved group setting.

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.

1. In the 'User Discount:' field, type a numeric amount between 0-100 (max. 100) for applying a percentage discount of that number to the user's account.
   

   

2. Click Save to apply the setting.