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Admin PIN Requests

  • Last Updated: November 14, 2024

While Admins and Power Users typically have the highest level of security permissions in an Exatouch system, there are cases where a Regular User might need to perform a typical Admin or Power User action.

Exatouch supports the use of Admin PIN requests for this very reason! With Admin PIN requests, users can temporarily have access to certain activities and sections of the software, even if access is not permanently enabled in their security profile.

An Admin PIN will be sent to a manager when prompted and will only be active for 5 minutes. After that time period, a new PIN must be requested.

  • Note: All Security Profile settings can be updated by an Admin or other user with the proper permissions. For more information, see Fine-Tune User Access Using Security Profiles.
Use an Admin PIN

Regular Users can only complete functions they are set up to perform in their Security Profile. However, these users can send an Admin PIN request to their manager to gain access to sections of the Exatouch software they cannot access such as Security Settings, or to complete functions that they are not usually allowed to complete such as price overrides.

When an unauthorized action is prompted by the user, a window will appear that allows the user to request the PIN by tapping Send PIN Request.

The Manager access required window. On top of the window, there is a button that says "Send PIN Request," which has a blue box around it and a blue arrow pointing to it. Below that, there is a textbox and a number pad.

When you hit this button, a text message with the one-time PIN is sent to the manager, as long as the manager’s Staff Type settings are properly configured.

  • Note: To confirm Staff Type settings and enable one-time PINs, see the respective sections below.

After the correct PIN is entered, the Manager access required window will automatically close and the user will be able to complete the newly-authorized

Enable One-Time PINs

Confirm Staff Type Profile Settings

One-time PINs will only be sent to an Admin with the designated Manager staff type selected in their employee profile if the proper Security Preferences are enabled. To update the Staff Type settings, do the following:

  1. From Home, tap Staff and then Staff List.
  2. Select an employee from the list. For more information on creating a new employee profile, see Add a New Employee.
    The Staff List window, with the staff member Michael Smith selected. In the sear bar at the bottom of the window, the name "Michael" can be seen, indicating that the user searched the name to find the desired employee.
  3. Make sure that the Admins who will receive the one-time PINs have the proper fields filled out in their employee profiles: Telephone, Mobile Carrier, and Staff Type: Manager.The Staff Details window with information with staff member Michael Smith's information populated in the fields. Some fields include: First Name, Last Name, Telephone, Mobile Carrier, Staff Type, and User Type. There are blue boxes and arrows highlighting Telephone, Mobile Carrier, Staff Type, and User Type, indicating their importance.
  4. Tap Save.
    • Note: After making this change, you must restart the system for it to take effect. A window will appear to remind the user of this every time a change is saved.A confirmation window that appears when staff details information is updated and saved. The window says: "Saved. Restart required for setting change to take effect." There is a green close button in the bottom right of the window.

Enable One-Time Supervisor PINs

To enable one-time PINs, do the following:

  1. From Home, tap Settings and then Preferences.
  2. In the Security tab, enable One-Time Supervisor PINs and then select Admin from the drop-down menu.
    The Security tab in the Settings > Preferences window. In the left-hand column, there is a blue box and arrows highlighting the One-Time Supervisor PINs section. The toggle is enabled, and "Admin" is an option in the dropdown below it.
  3. Tap Save.
    • Note: After making this change, you must restart the system for it to take effect. A window will appear to remind the user of this every time a change is saved.A confirmation window that appears when staff details information is updated and saved. The window says: "Saved. Restart required for setting change to take effect." There is a green close button in the bottom right of the window.

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  • Staff Access
  • Staff Reports

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