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Let a cashier take QR payments

Updated

Let a cashier take QR payments (0:27)

BCL has no “Cashier” role. To give a counter staff member QR Terminal and nothing else, add them as a Team member with only Can View Transactions turned on. That one permission opens QR Terminal for them. Each cashier signs in with their own login, picks their own portal, and sees only the payments they take.

Only an admin can do this. Have the cashier’s name and email address ready, then:

  1. Click your company name at the bottom of the sidebar and choose Team Member.

  2. Click Add Team Member and fill in Name and Email.

  3. In User Role, choose Team. Crew Event can never open QR Terminal, and Admin can see your whole account.

  4. In Portal Key, choose the Bayarcash portal (or portals) for this cashier’s payments. The cashier can only pick from these when they set up QR Terminal, so do not leave it empty.

  5. In Require Portal Key, choose Required to track their sales to their own portal.

    The Add Team Member panel for Kopi Kampung Cashier (Siti), with User Role set to Team, a Portal Key chosen and Require Portal Key set to Required, all highlighted

  6. Set a Password of at least 8 characters.

  7. Under Transaction Permissions, turn on Can View Transactions. Leave every other permission off.

    Transaction Permissions with Can View Transactions turned on and highlighted, and the Payment Form Permissions switches all off

  8. Click Create. BCL shows Member added.

    The Team Members page with the new Team member Kopi Kampung Cashier (Siti) highlighted

BCL does not send an invitation email. Give the cashier their email and password yourself. See Add a team member for the other fields.

Require Portal Key on each member follows your account’s setting unless you change it. The account setting is Require staff to select a portal key under Platform Setup → Payment, below Default Portal. It shows once Test Mode is off, and only the account owner can change it.

The Default Portal field and the Require staff to select a portal key switch in Payment Settings, with the switch highlighted

QR Terminal itself always uses the portal the cashier picks in their own settings. The portal rules also apply to the payment links the cashier creates. See Choose a Bayarcash portal key.

Set up QR Terminal on the cashier’s login

Section titled “Set up QR Terminal on the cashier’s login”

QR Terminal settings belong to each person, so the cashier does this once, signed in as themselves:

  1. In the sidebar, click Payments → QR Terminal.

    The cashier’s sidebar: Dashboard, Transactions, Payments with QR Terminal highlighted, Platform Setup and Tools

  2. The first time, the terminal shows QR Terminal Not Configured. Click Go to Settings.

    The QR Terminal Not Configured message with the Go to Settings button highlighted

  3. On QR Terminal Settings, choose a Portal Key. The list shows only the portals the admin gave this cashier.

  4. In QR Payment Channels, choose the channels to offer, such as DuitNow QR.

  5. Click Save QR Terminal Settings. The cashier sees QR Terminal settings saved successfully.

    QR Terminal Settings with the Portal Key, QR Payment Channels set to DuitNow QR, and the Save QR Terminal Settings button highlighted

Only the cashier’s own login can save these settings. As an admin, you control which portals they can pick through Portal Key in Team Members.

The cashier takes each payment the same way as the owner:

  1. Open QR Terminal, key in the amount and, if you like, the customer’s details under Customer (optional).

  2. Tap GENERATE QR.

    The terminal showing RM 2.00 with a walk-in customer’s name and email, and the GENERATE QR button highlighted

  3. Show the Scan to Pay code to the customer. The screen shows the order number and a countdown.

    The Scan to Pay screen with the DuitNow QR code, RM 2.00, the order number and the countdown

See Take payments with QR Terminal for what happens when the code expires or the payment arrives.

Once your account is live, each QR payment appears in Transactions, recorded against the cashier who took it. A Team member sees only their own payments there. While Test Mode is on, Transactions lists test payments only, so QR payments do not show.

With only Can View Transactions on, this is what a cashier gets:

Area Cashier Notes
QR Terminal Can use Also in Quick Actions.
QR Terminal Settings Can change their own Under Platform Setup → Payment. They see nothing else on that page.
Transactions and Dashboard Can view their own Everyone’s, if you turn on Show data for all team members.
Payment Link Can create In Quick Actions.
Tools Can open Marketing Logs, Notification Logs and Webhook Logs.
Payment forms, events, bookings, leads Cannot see Unless you turn on their permissions.
Customers, Team Profile, Team Members Cannot open Admins only.
Bayarcash keys and payment settings Cannot see Admins only.

A few habits keep counter sales easy to check:

  • Give each cashier or counter its own Bayarcash portal. Create a portal per counter in Bayarcash, give it to that cashier in Portal Key and set Require Portal Key to Required. Each Bayarcash settlement then matches one counter, which makes reconciliation much simpler. See Choose a Bayarcash portal key.
  • One login per person, never a shared one. Each payment is recorded against the login that took it, so a shared login hides who collected what.
  • Keep Show data for all team members off. It is off by default. Turning it on in Team Profile lets every Team member see all of your account’s data, not just the cashier.
  • Check the cashier’s view with Impersonate. On Team Members, click Impersonate on their row to see BCL exactly as they do. See Team roles and permissions.

Common issues

Is there a Cashier role in BCL?

No. The roles are Admin, Team and Crew Event. Add your cashier as Team and turn on only Can View Transactions. That is the one permission QR Terminal needs.

My cashier's Portal Key list in QR Terminal Settings is empty. Why?

A Team member can only choose from the portals you gave them. Go to Team → Team Members, click Edit on their row and choose a Portal Key.

Can my cashier see other staff's sales?

Not by default. Team members see only their own data unless you turn on Show data for all team members in Team Profile.

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