Managing device and web users

Add employees as device or web users, to allow them to log in and access different functions on a GoDaddy smart terminal or through the dashboard on your web browser. You can assign the following pre-built default roles or create new roles with customized permissions.

Device users and web user roles are managed separately. If you want to give someone access to both (allow them to log in to the smart terminal AND the browser dashboard), you’ll need to add them in both places.

Device user roles

If you have Owner-level permissions, you can add or remove GoDaddy smart terminal users whenever you need to. There’s no limit to how many device users you can have. Here's how to get it done.

Add or remove device users

1. Log into the Merchant Portal.
2. Select In Person from the left-nav, then select Device Users from the top-nav.
3. Select Add device user.
4. Enter the Username, First Name, and Last Name for the new user.
5. Next to User role, select Employee, Manager, Owner or a custom role that you've created.
6. If you'd like the user to sign in to the POS device with just their Passcode, turn on the Passcode Only toggle.
7. Enter and confirm a six-digit, number-only Passcode for the user to sign on to the device. Avoid choosing a common passcode (for example, 123456).
8. Select Save. They can now sign in to the smart terminal using the 6-digit passcode.
   • To remove a device user, return to the Device Users section, and select Delete User next to the person you want to remove.

Customize device user permissions

The smart terminal includes three default permission groups that you can assign to smart terminal users when you add them:

• Employee - Employees can view and manage orders and products, and perform sales transactions.
• Manager - Managers have all the permissions that employees have. They can also void transactions and issue refunds for specific transactions.
• Owner - Owners have all the permissions that employees and managers have. They can also issue non-reference refunds and make changes that managers and employees can’t, such as changing passcodes or adding and deleting users.

You can also add completely new device user roles with customized permissions. Here’s how:

1. Log into the Merchant Portal.
2. Select In Person from the left-nav, then select Device Users from the top-nav.
3. Select Roles and permissions.
4. Select Add custom role.
5. Enter a name for the new role in the empty field above the right column.
6. Use the toggles to turn permissions on or off to customize the new role as desired.
7. Select Save. The role can now be assigned to device users in your account.

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Web user roles

Adding employees as web users allows them to sign in and access specific features (like reporting or the product catalog) in your dashboard or the GoDaddy mobile app without giving them access to everything in your account. You can add as many web users as you like and remove them whenever you need to.

Add or remove web users

1. Log into the Merchant Portal.
2. From the left-nav, select Users (under Settings).
3. Select Invite User.
4. Enter the user’s Name and Email address.
5. Under User Role, select Employee, Manager, Admin or a custom role that you've created.
6. Select Send invitation.
7. Have the user complete the following steps to complete setup:
   1. Select Accept Access in the email invitation when they receive it.
   2. Follow the onscreen prompts to create or sign in to their account.
   3. Visit the Merchant Portal. They’ll now have access to all permitted features.
8. When setup is complete, their status will change to Active in your settings.
   • To remove a web user, return to the Users section (under Settings), and select Delete User next to the person you want to remove.

Customize web user permissions

There are three pre-built permission groups that you can assign to web users:

• Employee - Employees can view and manage orders, transactions and products.
• Manager - Managers have all the permissions that employees have. They can also access and manage reporting, payout history, customer info, and additional settings and features.
• Admin - Admins have all the permissions that employees and managers have. They can also manage web users (add, remove, assign different permissions).

You can also add completely new device user roles with customized permissions. Here’s how:

1. Log into the Merchant Portal.
2. From the left-nav, select Users (under Settings).
3. Select Manage roles and permissions.
4. Select Add role.
5. Enter a Role Name and Description. If you want to start with the permissions for an existing role as the base set, select the role in the Duplicate existing role field.
6. Use the checkboxes to turn permissions on or off to customize the new role as desired.
7. Select Add role. The role can now be assigned to device users in your account.