Managing Terminal Accounts
Learn how to manage your terminal accounts from within OneBoxBM.
Manage your list of OneBoxBM terminal accounts from within the terminal acocunt manager.
Key Points
When managing terminal accounts, the main points to be aware of are.
- Terminal accounts are required to login to the dedicated computers/devices (terminals) around your organisation.
- Terminals within OneBoxBM are designed to be access points that allow users to clock/punch in/out etc.
- You can have either a single terminal account that's used to access all terminals within your organisation, or as many accounts as you there are terminals.
- Using one account per terminal helps create a more reliable audit/history trail as you know where an employee clocked/punched in/out from.
- Account names names must be unique.
- Each account will have both a password and a pin number to help keep them more secure.
- In order to manage terminal accounts, you must be granted access to do so.
Step-by-step
See below for a step-by-step guide on creating a new account, updating an existing account and deleting
a account.
Creating a new terminal account
- Navigate to the 'Admin' area using the system menu.
- Expand the 'Terminal' section and find the item with the header 'Terminal Accounts'.
- Click/press the button 'Manage'.
- Once the dialog/window has opened, click/press the 'New' button.
- Fill out the required details.
- Click/Press the 'Save' button.
Updating an existing terminal account
- Navigate to the 'Admin' area using the system menu.
- Expand the 'Terminal' section and find the item with the header 'Terminal Accounts'.
- Click/press the button 'Manage'.
- Once the dialog/window has opened, find the record you want to change and click/press the 'Edit'
button.
- Make the required changes.
- Click/Press the 'Save' button.
Deleting a terminal account
- Navigate to the 'Admin' area using the system menu.
- Expand the 'Terminal' section and find the item with the header 'Terminal Accounts'.
- Click/press the button 'Manage'.
-
Once the dialog/window has opened, find the record you want to change and either:
-
Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
-
Click/press the 'Edit' button and click/press the 'Delete' button once the record has
loaded.
- When prompted, click/press the 'Delete' button on the confirmation dialog.