Every person who touches the POS or the Merchant Portal needs a user account, and what they can do is controlled by the group they are in.

Manage users

Staff need a user account to access the POS and the Merchant Portal. Add and edit accounts from the Users page in the Merchant Portal.

1. Open the Merchant Portal.
2. Go to the Users page under staff management.
3. Add the user with their name, contact details and login.
4. Assign them to a group.
5. Set their PIN if the site uses PIN switching.

Manage groups

The Genius Back Office Portal controls which users have access to the Point of Sale app and to the Back Office Portal. Groups are where that is decided.

Guidance

• Create groups by role, not by person, so a new hire is one assignment rather than a new permission set.
• Keep back office access narrow. Most staff need the POS app only.
• Remove leavers the same day. A shared or stale login is the most common cause of an audit trail that proves nothing.

Source: Global Payments Genius Help Center for Genius for Retail. Confirm menu paths against your own portal, as some options vary by package and region.