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. 

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.
5. Click OK to confirm deletion or click Cancel.
   
   

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.

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:

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.

1. Use Admin credentials to log into the FasCard Admin site.
2. Select the FasCard Account.
3. Click the User Tab.
   
   
   
   
4. Complete the fields below including the location where the POS is located.
5. Click Save.
   
   
   
   
6. Once Save is clicked, a one-time generated password will appear to the right, highlighted yellow. 
7. Copy this password.  This is the password the POS System Administrator needs to integrate the POS System with FasCard.  
8. DO NOT CLICK SAVE AGAIN.  CLICKING SAVE AGAIN WILL REGENERATE ANOTHER PASSWORD. 
9. The Email address is auto-generated and is not editable.
10. It is the responsibility of the Store Owner to communicate the POS User email address and password, if needed, to the POS System Administrator.
    
    
    
    
11. Click any other tab, or the User tab again to refresh the page to exit out of the POS user details.

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.

1. When logged in under your FasCard Account, select the Users Tab and the employee/user's activity you wish to see.
   
   
   
   
2. Once in the User's details, select View Activity.
   
   
   
   
3. Select the date range for the activity you wish to view and click Filter Activity 
   
   
4. The User's activity will display as below.
   

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.

1. Navigate to the Owner's FasCard Account.
2. Once the account is selected, click the Users tab.
3. Click Add New and complete the fields.
4. Add the Owner as a new user and add the SAME email address.
5. Click Save.
   
   
   
   
6. Once saved, a successful message will display showing the additional accounts the Owner can access.