User management
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User management

The Moneris Go application allows you to maintain a secure processing environment through a combination of users and user roles. No one can operate the terminal without signing in with a valid username and password. Each user is assigned a user role which determines which transactions and functions the user is allowed to perform. Continue reading to understand how to manage users and user roles.

Users - manage existing users and create new users

When you received the terminal from Moneris and signed on for the first time, you created a new user. You were automatically assigned the Admin user role. You can now create new users and assign roles to them.

To view and manage users, and to create new users, follow these steps.

  1. Tap the Main menu  icon, then tap Settings and enter your password.
  2. On the Settings menu, tap Users .

The Users screen appears.

  1. Choose from the following tasks: 
  • View and edit user details. The application displays all users, in a compact format. Tap a specific user to see complete details for that user, then go to step 4.
  • Search for a user. Tap the Search field then go to step 5.
  • Create a new user. Tap the + sign next to the Search field. The new user screen appears. Go to step 6.

 

 
  1. On the Edit user screen, you can change a user profile.
  • To change the language, tap English or French. 
  • To change a field (Username, First name, Last name, Email, Role), tap it and enter a new value.
  • To change the user role, tap the field and select a new user role.
  • To change the user password, tap Change password and enter a new password using at least 4 characters.  Refer to Password rules. 

Note:  If your user role allows, you can change your own password. For users who do not have access to the User Management screen, refer to Changing your password - for non-Admin users.

  • To disable the user profile so they can no longer sign in, tap Deactivate.

Note:  You cannot delete your own user profile.

  • Tap Save.

 

 
  1. In the Search field, enter a specific value, such as a username, a user’s first or last name, or even their role.
    1. The application displays all users that match your search terms. 
    2. Tap on a user to display full details.

 
  1. On the New user screen, tap each field and fill in the required information:
  • Username. For example, rsmith 
  • First name. Enter the person's first name.
  • Last name.  Enter the person's last name.
  • Language. Tap English or French.
  • Email. This is an optional but recommended field. An email address allows the user to reset their password if they forget it.
  • Password. Enter a password using at least 4 characters. The user can change it later if they wish. Consult the password rules.
  • Confirm password. Re-enter the password. The two fields must match.
  • User role. User roles control access to the application. Before creating any new users, refer to the User roles topic.
  • Tap Save to save the new user.