Follow the steps below to set, create, and manage staff settings and PIN numbers that are used to access your KCM



Table of Contents



Step 1.

Click Mobile Tools from the main menu.


Step 2.

Click Digital Kiosk Wizard.


Step 3. 

Click the pencil icon in the edit column of the desired kiosk.




Step 4. 

Click the Check-In Manager button at the top of the screen and scroll to the bottom of the pop-up provided.




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Step 5.

Click the Manage Staff tab at the top of the pop-up to create and manage employee PINS for the KCM. Follow the steps below to Create and Edit Staff profiles. 





Step 6.

Secure PIN Length - Use the drop-down to select from 4, 5 and 6 digits pin lengths. Each employee/user profile must contain the same Pin Length.




Note: Every newly created KCM is activated with a Default User & PIN. To change Pin Lengths to something other than 6 Digits, delete the default user first.



Step 7.

Enter a Name and PIN in the Add New Employee fields provided then click the Add button to save your entry.




Step 8.

Repeat steps 1 & 2 as needed to create a Staff Profile for every employee that will have access to the KCM. 


Note: Unless specified, all users will be able to add/remove check-ins, edit contact profiles, and delete coupons. 



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(Optional) EDIT STAFF SETTINGS

Step 9.

Click the edit icon in the Settings column.




Step 10.

Enter the new Employee Name in the field provided and, or, check mark the boxes provided to add restrictions to the Staff profile. 




Options - 


  • Restrict the ability to edit points - Prevents the user from changing a contact's points.
  • Restrict the number of points per customer - Limits the number of points a user can provide per contact over a set number of days.
  • Restrict the ability to edit customer information - Prevents the user from changing contact's profile information.
  • Restrict from un-redeeming and deleting coupons - Prevents the user from un-redeeming and deleting coupons. 

Note: This option should be allowed for admin and management user profiles only.


Step 11.

Click the Update button to save selections. 



Step 12.

Repeat steps 1 - 3 as needed to edit the user profiles for every employee that will have access to the KCM. 


 





See Related Article: Kiosk Check-In Manager (Basic Settings)

See Related Article: Kiosk Check-In Manager (Using the KCM)


See Related Article: Kiosk Check-In Manager (Webform Field Mapping)


See Related Article: KCM Waitlist System (Set-Up)


See Related Article: KCM Waitlist System (Employee Interface)




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