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Overview

The User Accounts page is only accessible by 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.


On this Page

Managing User Accounts

MANAGING USER ACCOUNTS

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 users row will display the additional details in the 'User Details' section of the page.  Clicking the Add New button allows a new user to be added.  

User Accounts are not eligible for Loyalty programs (e.g. free dry, loyalty points, etc).


Understanding User Types and Privileges 

USER TYPES AND PRIVILEGES

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 Users detailed information. (Users linked to multiple accounts as stated above.)
POS (Point of Sale) User Privileges
  • The FasCard System can work with POS (Point of Sale) systems.  However, to integrate a 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 a POS user.
  • A POS User type (Point of Sale) is a specific user created ONLY by an 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. 
User with Website Privileges
Users with Card Reader Privileges
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 readers 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.







Understanding Locations and Location Groups

LOCATIONS AND LOCATION GROUPS

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 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

ADD A NEW USER
  1. Navigate to the FasCard Admin site and sign in with an 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 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 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.


Post-Creation

Users with Website Privileges and a valid email address will be sent an email to request a password be created for the account. Once a password is created, users with Website Privileges can now log into the FasCard Admin site.

Any Balance can be added for the user account if required.

  • If Balance is added, click Save to finalize account change.

Edit a User

EDIT AN EXISTING USER

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

DELETE AN EXISTING USER
  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.

Once an employee user has been deleted, if there is any associated Loyalty Card with remaining funds, the card will not work.


Field Descriptions

FieldDescription

Name

The name of the selected user (Required Field).

TitleThe title of the selected user.
EmailThe email of the selected user, this will also be their ID used for logging onto 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.
BalanceThe value that will be available to user when they use their card on a FasCard reader (Can only be set after account is created).
Status

This drop down menu allows a user's status to be changed.

Active - User is granted access to FasCard administration site.

Inactive - User is not granted access to FasCard administration site.

Disabled - User is not granted access to FasCard administration site.

NotesOpen text area, only users with access to this page can view these notes.

Group

The loyalty group 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).

SchedulableThe user can be included in Work Schedules.
Clock-In RequiredThe user must clock in, in order to user their employee card.
Notify Reported IssuesUser will be notified if feedback is submitted through mobile app.



Group Assignments and Discounts

Group Assignments and Discounts

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.




Auto Reload

Reloading Options

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:

  • NOTE: The Auto Reload function does not process payment and serves strictly to reload the user's account and card balance. 

OPTIONSELECTION
Monthly Reload
  • Day of Month - this is the numeric day of the month

  • Last day of month - if this is checked, the last day of the month will automatically be selected without regard to the variable number of days (30 v. 31, etc) within the month

  • Time - this is the time of day at which the balance is reloaded

Weekly Reload
  • Day of Week - this is the day of the week by name

  • Time - this is the time of day at which the balance is reloaded

Daily Reload
  • Time - this is the time of day at which the balance is reloaded
Balance Reload AmountThis is the balance amount added to the User account when reloaded (balance represents cash value).
Zero Balance/Bonus before reloadingIf checked, the new balance will be equal to the reload amount. If left unchecked, the reload amount will be added to the existing balance.


Creating A POS User

POS USER

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 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.

NOTE

During this setup, it's possible that the POS Vendor may need the location id to complete the POS setup.  If so, this location id can be retrieved from the URL address.  Simply click on the locations link and select the specific location that will use this POS.  While the location is selected, look at the URL address and the number located next to "loc".  See the picture below.

  

Viewing User Activity

USER ACTIVITY

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 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.


Multiple FasCard Accounts

OWNERS WITH MULTIPLE FASCARD ACCOUNTS

A FasCard Owner can have more than just one FasCard Account.  If an Owner has multiple FasCard Accounts, follow the steps below to setup 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 adding the SAME email address.
  5. Click Save.



  6. Once saved, a successful message will display showing the additional accounts the Owner can access.



Additional Information