It is a two step process to configure ePOS users before you can start placing ePOS transactions. Aspects of this will normally be started by EduTrak personnel prior to your site going live (creation of some ePOS Users). These instructions are included so you can add or edit your ePOS users.
Creating an ePOS User (if more than the initial set are required):
Begin in the ePOS User section at the bottom of the image above.
- Add an ePOS user name in the ePOS Username box. I added epos3@edutrak.com. Click the Add button. Then Save your settings at the bottom of the page. We suggest using epos1@edutrak.com or similar so there will be no confusion and all school admins can have their own ePOS User. You will add the eStore user to the ePOS User in the next step. (The ePOS User must be in the format of an email address, but doesn't need to be a genuine email address; this is because it will stand in the place of the purchaser if no email address is recorded during the ePOS transaction.)
- Next, you can associate a School Admin user with the newly created ePOS User. Click in the "ePayTrak Users" box and you will see a search window. Enter the school admin name and click Search. You will see the users found in the search as shown below.
- Click the green plus to select the User Name. Notice the "ePayTrak User" field is now population with the user that I selected.
- Select the ePOS User from the drop-down menu. Note the epos3@edutrak.com that we added previously.
- Click the Add button.
- Click Save at the bottom of the page or your changes will not be saved.
You have created a new ePOS User and added an eStore school admin to the new user. You can also edit or delete ePOS Users (as long as there have been no purchases done with that ePOS user).