Manage your Clerks

    Follow

    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 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 ENABLE CLERK MODE ON A DEBIT TERMINAL

    • Select Ackroo from the terminal
    • Select Preferences
    • Select Advanced >> Password 112233
    • Select Configuration
    • Select Clerk Mode >> Set to ON
    • Once set, you can return to the previous menu(s) using the Red key.

    A Clerk Number will now be required prior to processing any 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 ID

    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 A CLERK

    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 A CLERK ID

    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. 

     

    Was this article helpful?
    0 out of 0 found this helpful

    Comments

    Get Additional Help

    Visit our Helpdesk for additional help and support.