Make sure all tickets, receivers, RTVs, transfers and inventory adjustments are posted.
Hospitality: 800-683-2778 | Retail: 877-809-9980 PAY MY INVOICE
Third Thursday Webinar Series: Security Settings
Security is an important component to running a business, and Counterpoint’s security is no exception. Security settings in Counterpoint can limit what information your end users can view, what actions they can take, and how much they can change Counterpoint’s functionality.
Join Amanda at 2 pm ET on Thursday, September 17th for an overview of Counterpoint’s security settings. Link: https://attendee.gotowebinar.com/register/1065181985605192719
Security Codes
Security codes are the basis for what a user can or cannot do within Counterpoint. They define which menu code is assigned to users and whether they can perform point of sale functions like processing returns.
By default, we program three security code levels for you: Administrator, Manager, and Point of Sale. The administrator level allows the most access to the application, and the point of sale level allows a user the least access to the application.
Though there are three levels by default, you can add more to suit your business needs and roles within your organization. Maybe you need something between a Manager level and a Point of Sale level for your assistant managers.
Security Codes are defined in user settings.
System Security Codes
System Security Codes define what a user may do in the Counterpoint application.
- From the Launchpad, select Setup → System → Security Codes
- Enter or look up a System Security Code
NOTE: You can copy a System Security Code by entering a new Code and clicking the Copy From icon in the toolbar to copy the nearest security level.
Important Settings within System Security Codes
| Setting | What does the setting mean? |
|---|---|
| Menu Code | What menu setup is used for this group of users. If a function is not on the user's menu, they cannot complete the associated action. |
| Allow Cost Entry checkbox | Can the user enter how much an item cost your business? |
| View Costs checkbox | Can the user view how much an item cost your business? |
| Allow Other Locations checkbox | Can the user view information about other inventory locations? |
| Allow Other Stores checkbox | Can the user move between stores? |
| Unlock Others' Stations | Can the user unlock Counterpoint if the station locks? |
For more information about what each System Security Setting does, see Section 6 of the Counterpoint Training Manual.
Point of Sale Security Codes
Point of Sale Security Codes define what a group of users can do within Touchscreen Ticket Entry.
To access Point of Sale Security Codes to make edits or additions:
- From the Launchpad, select Setup → Point of Sale → Point of Sale Security Codes
- Enter or look up a Point of Sale Security Code
NOTE: You can copy a Point of Sale Security Code by entering a new Code and clicking the Copy From icon in the toolbar to copy the nearest security level.
| Setting | What does the setting mean? |
|---|---|
| Void Completed Docs | Can the user void a transaction that has already been completed? |
| Perform 'No-Sale' | Can the user open the cash drawer without a transaction? |
| Allow Discounts | Can the user discount items? |
| Allow Return Lines | Can the user process a return? |
| Allow Validated Returns | Can the user process a validated return? |
| Bypass Drawer Alarm | Can the user leave the cash drawer open after completing a transaction and still begin processing the next transaction? |
For more information about what each System Security Setting does, see Section 6 of the Counterpoint Training Manual.
Recent Posts
Gift Cards and Store Credits represent a liability to your business. Depending on the laws that govern your state, you may be able to close these Gift Cards and Store Credits at some point, which limits the liability.
Mix-and-Match Codes are a way to allow contract, special, or promotional pricing to calculate the discount across multiple line items when completing a ticket. Mix-and-Match Codes are easy to assign in the price rules, but they also need to be assigned to all items that fall into those rules.
There are specific tasks that need to be completed at the end of the fiscal year. Your fiscal year may or may not match your calendar year. Only complete these tasks at the end of your fiscal year.
Markets Served
Point-of-Sale Solutions
Support & Training
Online Store
i3 Verticals, LLC is a registered ISO of Wells Fargo Bank, N.A., Concord, CA | i3 Verticals, LLC is a registered ISO of RBS Worldpay | i3 Verticals, LLC is a registered ISO of Deutsche Bank, USA, New York, NY i3 Verticals, LLC is a registered ISO/MSP of Merrick Bank, South Jordan, UT | i3 Verticals, LLC is a registered ISO of Harris NA, Chicago, IL | i3 Verticals, LLC is a registered ISO of Fifth Third Bank, Cincinnati, OH Copyright i3 Verticals, LLC © 2019. All Rights Reserved.