Setup A FullCount User

Setup A FullCount User

Employees who needs access to FullCount must be assigned as a user from their community Back Office. Each user’s profile will include his or her unique login information for the Back Office and/or Touchscreen applications. A community can also manage the accessibility of users with user roles. To create a new FullCount user, follow the steps below:
 

  1. Click the Admin Center button.
     
  2. Select the Security tab.
     
  3. Go to the Users subtab. It should be selected by default. If not, select it manually.
     
  4. Click New User.
     


 

*NOTE: Any field with an asterisk (*) is required.

  1. Fill in the new user’s personal information fields:
  • User Name* – This username is used to log into the FullCount Back Office, but all users require a unique username even if they will not have access to the Back Office.

*NOTE: To ensure unique usernames across all FullCount communities, it is best practice to end usernames with your community’s FullCount designation code (“.demo” in the example above) or a similar convention. (See note on operator codes below.)

  • First Name* – Enter the employee’s first name.
  • Last Name* – Enter the employee’s last name.
  • Password – A password is required for users who need access to the FullCount Back Office. If the user does not need access to the Back Office, leave this field blank.
  • Confirm Password – For Back Office users, re-type the password exactly as it was entered above.

*NOTE: You may enter a default password. The user will be able to set their own password upon logging into the Back Office.
 


 

  1. As an optional step, fill in the new user’s contact information field:
  • Phone – Enter an optional phone number for the user.
  • Title – Enter an optional community title for the user.
  • Email Address – Enter an optional email address for the user. If this field is left blank, Back Office users will be required to enter one upon logging in for the first time.
  1. If the new user needs access to the Touchscreen, assign them an Operator Code. Most FullCount communities use a single code convention such as an employee ID number or the last four digits of a social security number. Regardless of your convention, users at each community must have different operator codes.

*NOTE: Required unique operator codes does not extend across all FullCount communities, unlike usernames. A user with access to multiple communities may use the same operator code for all locations but must have separate usernames at each community.
 


 

  1. Assign the new user one or more Roles. Roles can be customized to limit certain employees from using selected Touchscreen or Back Office functions. Click to highlight a role and move it using the on-screen navigation buttons:
  • Move – This button assigns any highlighted roles to the user.
  • Move All – This button assigns all roles to the user.
  • Remove – This button unassigns any highlighted roles from the user.
  • Remove All – This button unassigns all roles from the user.

*NOTE: When assigning roles or departments, press and hold the Ctrl key on the keyboard to highlight multiple options.

  1. Assign the new user to one or more Departments. Unassigned departments will not be accessible to the user either on the Touchscreen or in the Back Office. The functions of the on-screen navigation buttons are described above.
     


 

  1. Click Save and Close.

The new user will now have access to the Touchscreen and Back Office once given his or her password and operator code.

Video Tutorial:




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