Chase Wireless TerminalTM: Add manager / clerk credentials
Learn how to create user profiles (and their credentials) at the terminal based on the employees' level of responsibility. This adds a layer of security, like enabling a manager access to perform different password-protected transactions, such as refunds.
Add manager / clerk credentials
- From the Main Menu, click the three lines on the top left corner of the screen to access the MENU option.
- From the MENU option, select “Users”.
- Select the “Admin” tab.
- Enter Temporary use Passcode and press “Confirm”.
- If no previous user was created, the screen will display, “No data to show”. Select “Add User” to continue.
- Enter Username, Password and reenter Password to continue. Make sure to have the radio button selected on Manager or Clerk/Server option, then press “Confirm”.
Notes:
- Credentials are case-sensitive and must contain a minimum of 8 characters with 1 uppercase, 1 lowercase and 1 special character included.
- Use the Chase interactive voice response phone line 1-800-265-5158 to obtain your temporary passcode.
More helpful resources
Basic Functions
Common transactions to help you start processing right away.
Settings
Set up your card reader and tailor your device to your personal preference.
- Add manager/clerk credentials
- Adjust brightness and set dark mode
- Adjust screen and power-saver timeout
- Change auto settlement time
- Change date and time
- Change header or footer
- Change receipt report font size
- EMV download
- Enable tax and set tax percent
- Enabling tip without tip guides
- Enabling tip with tip guides
- Setting up the Wi-Fi
- Set up language
We’re here to help!
For questions about your terminal, contact our customer support team at 1.800.265.5158.