1. On the main menu, click Users.

2. On the Users page, click Roles.

3. Review the list of existing roles.

4. To add a new role, click Add role.

5. 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.

6. Once you are finished, click Add role. The Roles page reappears displaying the list of roles including the new role you added.

1. On the main menu, click Users.

2. On the Users page, click Roles.

3. On the list of roles, click the role you want to modify.

4. 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.

5. Once you are finished with your changes, click Update to save them. The Roles page reappears.

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.

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

1. On the list of roles, click the role you want to delete.

2. In the "Edit role" panel, scroll to the bottom of the panel and click Delete.

3. At the confirmation prompt, click Delete if you are sure you want to permanently remove the role. Otherwise, click Cancel. The Roles page reappears.

1. On the main menu, click Users. The Users page appears. 

2. Click Add user. The Add user panel appears.

3. 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.

4. 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.

5. 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.

6. Click Add user. The Users page appears displaying the list of users, including the new user you created.
7. Inform the user that their account has been created and provide them with the account information for terminal access (if enabled) and portal access.

1. On the Users page, click on the user account you wish to modify. The Edit user panel appears.

2. On the Edit user panel, modify a field or setting as needed.

3. Click Update. The Users page appears again.

1. On the Users page, click on the user account you wish to deactivate (or reactivate). The Edit user panel appears.

2. On the Edit user panel, scroll to the bottom.

3. Click Deactivate.

4. At the confirmation prompt, click Deactivate again.