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Settings : Employee Pin Lock

This is a guide with instructions on setting up Pin Lock for employees, creating a 4-digit code for each employee, as well as tips to making sure your transition to employee pin lock runs smoothly.

Step-by-Step Guide:
 
Step 1: Turn on Employee Pin Lock. Navigate to Settings > Select Terminal Management > Chose your Terminal Location > Click on Edit for the terminal you want to enable Pin Lock > Toggle on Lock Screen > Click Save.




Step 2: Set a pin for each employee by navigating to your Settings > select Course User Info > select an employee to populate their profile > create and enter a 4 digit code for that particular employee under Unique Identification Pin > Click Submit. Then, log out and back in to start using this feature but first follow Step 3 on settling orders in Pull Tabs.




Step 3: Clear out pending orders in your Pull Tabs. When logging in to Club Caddie for the first time using Pin Lock, all orders in your pull tabs will populate under that employee. To avoid this situation, clear out all orders in Pull Tabs.




 
Step 4: If you want to require employees to use Pin Lock for Quick Tabs, you will need to toggle that feature on. Navigate to Settings > Terminal Management > click on Edit on the terminal that you want this feature enabled > Toggle on Requires Pin on Quick Tab, then click Save.



Step 5: Pin Lock is mainly used for servers to assign tabs. Before creating a new tab, the employee will select the lock icon in the top right of the screen, enter their 4-digit pin, and then start the tab. That tab and transaction will now be assigned to that employee.