Manage your Clerks

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    Clerk IDs are a great way to associate transactions with the employees that completed them.

    When this feature is enabled, your employees are assigned a unique identifier that they must enter in order to perform a transaction.

    This feature allows you to produce transaction reports and track financial data by employee.

     

    TO ENABLE CLERK MODE FOR A LOCATION

    Point your web browser to https://manage.ackroo.com and sign in.

    • Click on the Locations tab
    • Click on the Action tab for the location and choose Edit.
    • Check the box noted Enable Clerk Authentication and OK.

    Your staff will now be required to enter their Clerk ID in order to process transactions.

    To create unique Clerk ID's for your staff, please refer to: Adding clerk IDs for your employees.

     

    TO ADD A CLERK ID

    Point your web browser to https://manage.ackroo.com and sign in.

    • Click the Point of Sale menu item.
    • Click the Preferences tab and select the Clerks sub-menu item.
    • Click the ADD CLERK
    • Select the Business and Location for which the employee works and enter an identifier as well as the employees first and last name, then click OK
      • The Business is the parent company for the location to which the employee works.
      • The Location is the actual locale from which the employee works.
      • The identifier is the unique number that the employee will use when processing a transaction.
      • The first and last name associates the identifier with an employee.

     

    Note: Clerk IDs should be kept confidential to ensure no one is able to impersonate another employee when processing a transaction.

     

    TO VIEW YOUR CLERK IDs

    Point your web browser to https://manage.ackroo.com and sign in.

    • Click the Point of Sale menu item.
    • Click the Preferences tab and select the Clerks sub-menu item.

    Your Clerk IDs are linked to a business and location, and they cannot be modified or deleted.

     

    TO CHANGE A CLERK'S IDENTIFIER

    The Clerk Identifier is linked to your business and location, and it cannot be edited. A new Clerk ID can be assigned to your employee, and the previous Clerk ID can be suspended.

    To assign a new Clerk ID, follow these steps:

    • Click the ADD CLERK button
    • Select the Business and Location for which the employee works and enter an identifier as well as the employees first and last name, then click OK

    To suspend your employee's previous Clerk ID, see the following section.

     

    TO SUSPEND YOUR CLERKS

    It is possible to suspend a Clerk ID in order to restrict impersonation when accessing the terminal options.

    To suspend a Clerk ID, follow these steps:

    • Enter relevant information in the search field. (Identifier, name, or location)
    • Click the Action button next to the desired Clerk.
    • Select the Suspend sub-menu item.

     

    TO EDIT YOUR CLERKS

    The Clerk Identifier is linked to your business and location, and it cannot be edited. The Clerk's name can be modified.

    To edit a Clerk name, follow these steps:

    • Enter relevant information in the search field. (Identifier, name, or location)
    • Click the Action button next to the desired Clerk.
    • Select the Edit sub-menu item.

     

    Note: These changes have an immediate effect on the Web Virtual Terminal app. In order to enable these features on your Verifone or Ingenico terminals, you must first perform a Settings Update to synchronize your clerk IDs. 

     

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