Moneris Go Retail

Moneris Go Retail - Managing Users

This article covers user roles, user accounts, and how to manage them.

Overview

In order to use Moneris Go Retail, all employees must have a user account. Individual user accounts allow the application to track which employee performed a transaction or other tasks.

The access level of each user is based on the user role assigned to their user account. Begin by reviewing the existing user roles and creating new user roles if required for your business.

 

User roles

Standard roles

Go Retail employs user roles to determine the level of access of each user of the application. There are three standard roles already built. 

Role Access level Intended for
Admin Users with this role can access all functions. Administrators, technical support
High Users with this role can access all transaction types and reports. They have limited access to settings.  Managers, supervisors
Low Users with this role can access all transaction types. They are limited to their own transactions within reports. They have no access to settings.  Clerks, cashiers

 

Add a role

You can add more roles if the standard roles are insufficient.

  1. On the main menu, click Users.
  1. On the Users page, click Roles.
  1. Review the list of existing roles.
  1. To add a new role, click Add role.
  1. In the Add role panel, complete the name field and description field, then select each function this role will be able to access. Refer to Fields and functions in the user role panel below.
  1. Once you are finished, click Add role. The Roles page reappears displaying the list of roles including the new role you added.

 

Edit a role

You can modify an existing role including the standard roles (admin, high, low) to customize them for your business if necessary.

Note: The standard roles were created to meet the needs of most situations. You also have the option to add a new role.

 
  1. On the main menu, click Users.
  1. On the Users page, click Roles.
  1. On the list of roles, click the role you want to modify.
  1. In the Edit role panel, modify the name field, description field, and the access settings as required to suit your business. Refer to Fields and functions in the user role panel below.
  1. Once you are finished with your changes, click Update to save them. The Roles page reappears.

 

Fields and functions in the user role panel

Moneris Go Retail is an application within the Moneris Go portal. Some Go Retail merchants may have access to functions and settings that are not applicable to Go Retail depending on which Moneris services they have purchased. The table below summarizes only the functions and settings applicable to Go Retail.

Field Description
Name The name of the role.
Description A summary of the access level for this role.
Portal

Functions in Moneris Go portal applicable to Go Retail:

Transactions: Purchase, refund, refund other users' transactions

Reports: Access to reports, view other users in reports, export reports

Settings: Access to portal, Access settings, View users, Edit users, Access user roles.
Terminal The Terminal access toggle controls access to the Moneris Go Retail app on the Moneris Go Plus terminal.
Retail management

Functions available in Go Retail.

  • Product management (create and edit products)
  • Returns (authorize returns and refunds)
  • Discounts at POS (apply discounts)
  • Reports (access reports)
  • Manage taxes
  • Manage promotions

Cannot see orders from other users. Note: this is different from not being able to see the transactions of other users in reports

 

Delete a role

Follow these steps to delete a role.

  1. On the list of roles, click the role you want to delete.
  1. In the "Edit role" panel, scroll to the bottom of the panel and click Delete.
  1. At the confirmation prompt, click Delete if you are sure you want to permanently remove the role. Otherwise, click Cancel. The Roles page reappears.

 

Add a user

Add a user

In order to use Moneris Go Retail, all employees must have a user account. Individual user accounts allow the application to track which employee performed a transaction or other tasks.

The access level of each user is based on the user role assigned to their user account. Begin by reviewing the existing user roles and creating new user roles if required for your business. Refer to User roles.

To add a new user, follow these steps.
  1. On the main menu, click Users. The Users page appears. 
  1. Click Add user. The Add user panel appears.
  1. In the Add user panel, complete each field. 
    • First name
    • Last name
    • Language. Choose English or French.
    • User role. Select one of the user roles.
  1. The Terminal access toggle controls access to the Moneris Go Retail app which can be downloaded and installed on the Moneris Go Plus terminal. 
    1. To allow this user to sign into the Go Retail app on the Go Plus terminal, click the toggle to enable access. 
    2. Enter a username for this user.
    3. Enter a password. 
    4. Enter the password again to confirm it.
  1. The Portal access toggle controls access to the Moneris Go Retail application in the Moneris Go portal.

    Note: Portal access is also required to process transactions on the terminal app on the Go Plus terminal. 

     
    1. To allow this user to sign into the Go Retail app in the Moneris Go portal, Click the toggle to enable access. This is required for all users.
    2. Enter the user's email address. Go Retail will send an email message to the user to allow them to set up a password for the portal. 
    3. The level of access to the portal is determined by the user's role. The user must use the same email address when signing up for the Go portal.
  1. Click Add user. The Users page appears displaying the list of users, including the new user you created.
  2. Inform the user that their account has been created and provide them with the account information for terminal access (if enabled) and portal access.

 

Edit a user

Edit a user

Follow these steps to modify a user account.

  1. On the Users page, click on the user account you wish to modify. The Edit user panel appears.
  1. On the Edit user panel, modify a field or setting as needed.
  1. Click Update. The Users page appears again.

 

Deactivate a user

Deactivate a user

You cannot delete a user, however you can deactivate the user. Once deactivated, the user will no longer be able to access the application.

Note: A deactivated user remains on the list of users. You can reactivate them if needed. Refer to the end of this procedure.

 
  1. On the Users page, click on the user account you wish to deactivate (or reactivate). The Edit user panel appears.
  1. On the Edit user panel, scroll to the bottom.
  1. Click Deactivate.
  1. At the confirmation prompt, click Deactivate again.

Note: You can reactivate a user if required. To reactivate a user, follow the steps above and click Activate.

 
Moneris Go Retail - Managing Categories Moneris Go Retail - Reports

In this article

Overview User roles Standard roles Add a role Edit a role Fields and functions in the user role panel Delete a role Add a user Add a user Edit a user Edit a user Deactivate a user Deactivate a user