selfpaced e Learning series Creating HST Users Optimize

self-paced e. Learning series Creating HST Users

Optimize your. Here learning Click Forenvironment! Text Connect a 2 nd Monitor to your Computer Open your e. Learning lesson on one, And Login to HST on the other.

Optimize your. Here learning Click Forenvironment! Text A Laptop or Tablet can also be used as a 2 nd screen Connect a 2 nd Monitor to your Computer Open your e. Learning lesson on one, And Login to HST on the other. As you complete the lesson, navigate HST to the appropriate location and see it in real time!

Creating HST Users During this lesson you will be asked to follow along in your HST environment and complete a series of exercises. Please allow approximately 45 minutes to complete the course. ‘Getting Started in HST’ was the previous lesson in the series.

Navigating the Lesson To advance to the next slide, use the Right Arrow, Enter or Spacebar. Use the Left Arrow to go back. Hit Esc to exit the lesson.

CREATING HST USERS Upon completion of this Lesson You will be able to Identify User Groups and their applications Create new HST users Edit existing HST user rights Provide your Cashiers and Managers their assigned PINs

CREATING HST USERS Key Topics User Groups and Rights Settings Creating and Configuring HST Users

User Groups and Rights Settings When creating New User, the 1 st thing you must do is assign them to a User Group, so we’ll begin there. Click on >Admin>Users Groups

User Groups displays each group. Shown are the ones that come with HST. Double Clicking on any Group will display Group Rights.

User Groups displays each group. Shown are the ones that come with HST. Double Clicking on any Group will display Group Rights. We’ll Double Click on School Manager to review those rights.

We’re looking at the Group Rights of the School Manager group. Under Group Rights, Click on the blue arrow to open Community, Menus, POS, Inventory, Reports or Admin to display more specific rights. We’ll Click the arrow next to POS.

User Groups and Rights Settings POS includes rights for the typical functions of a School Manager.

User Groups and Rights Settings POS includes rights for the typical functions of a School Manager. Under Group Access Rights, each right has 4 levels of control; Enabled (Read Only), Edit, Create and Delete. These are ON for all Rights by default. You will Uncheck as needed to optimize your Groups.

User Groups and Rights Settings We’ll Click on User Groups to return to the Main Screen and see how to create a new User Group. POS includes rights for the typical functions of a School Manager. Under Group Access Rights, each right has 4 levels of control; Enabled (Read Only), Edit, Create and Delete. These are ON for all Rights by default. You will Uncheck as needed to optimize your Groups. In our example, we will allow School Managers to ‘see’ but not ‘change’ Menus. To do so, click on Menus, then uncheck Edit, Create and Delete.

User Groups and Rights Settings To create a New User Group click here.

User Groups and Rights Settings Type in the name of your new group. Remember, all rights will be ON so edit the Group Access Rights accordingly. Save when finished.

TIME TO EXERCISE! In User Groups, review the rights assigned to your User. Log into HST, take a self-guided tour and log out again. Repeat 3 times! Helpful Hints! You’ll find User Groups under the Admin menu.

TIME TO EXERCISE! Log into HST, take a self-guided tour and log out again. Repeat 3 times! Go to User Groups and review various Groups and their rights. Will these do for your purposes? If not, update the existing rights or create a New Group and edit the rights. Helpful Hints! Group Access Rights control permission levels

User Groups and Rights Settings Key Takeaways • User Groups start with identical rights that are all ON by default • Rights can be edited for each User Group • New User Groups can be created and rights edited as needed Next up, Creating and Configuring HST Users

Creating and Configuring HST Users To add or edit Users, click>Admin>Users

Creating and Configuring HST Users You’ll see a list of all Users for your district in alphabetical order by Last Name. and whether they are Active, Allowed to Login and if they’re locked out (more on that later).

Creating and Configuring HST Users You’ll see a list of all Users for your district in alphabetical order by Last Name. and whether they are Active, Allowed to Login and if they’re locked out (more on that later). You can re-sort the list by clicking on the column heading.

Creating and Configuring HST Users You can search for Users by entering some or all of the User Name, First Name or Last Name in the Search Box. Or, you can click the filter icon to select either Contains, Starts With or Is Equal To. We’ll double-click on Horizon Administrator to look at User Settings.

Here, you can edit User settings for existing Users. There is no Password displayed for the HST web portal login. Each Users creates and maintains their own.

Here, you can edit User settings for existing Users. There is no Password displayed for the HST web portal login. Each Users creates and maintains their own. The Site assignments restrict universal access to data. Users can only log into their assigned sites and see data on Reports only for those sites. Use the Arrow keys to move selected sites to the right.

Here, you can edit User settings for existing Users. There is no Password displayed for the HST web portal login. Each Users creates and maintains their own. POS setting are provided for logging into Sales Terminals at the assigned sites. PINs must be unique across the district The Site assignments restrict universal access to data. Users can only log into their assigned sites and see data on Reports only for those sites. Use the Arrow keys to move selected sites to the right.

Be sure to Inactivate Users who should no longer access HST. To provide temporary access, enter the # of days to allow a User to be Active from the creation of the record System Options allow your Administrator to monitor and control logins, for example Inactivating a User by unchecking the Active box.

Be sure to Inactivate Users who should no longer access HST. To provide temporary access, enter the # of days to allow a User to be Active from the creation of the record System Options allow your Administrator to monitor and control logins, for example Inactivating a User by unchecking the Active box.

Locked means the User has been locked out, due to 5 incorrect login attempts, lasting 30 hrs. , and cannot be undone! This applies to both web and terminal logins. Allow Login is used primarily for Users who do not log into to website but have Back of the House assignments such as receiving Orders or editing Production records.

Be sure to Save any changes you make, it does not autosave. Click User Maintenance to return to the Main Screen. It’s time to create a new User. Locked means the User has been locked out, due to 5 incorrect login attempts, lasting 30 hrs. , and cannot be undone! This applies to both web and terminal logins. Allow Login is used primarily for Users who do not log into to website but have Back of the House assignments such as receiving Orders or editing Production records.

Creating and Configuring HST Users Click the ‘+’ icon to create a new user

Creating and Configuring HST Users When creating a New User, the first screen requires you to select a User Group for that user. Click the arrow, then select by clicking on the applicable user group.

When you’ve selected the User Group the Select Sites option appears. Click on Select Sites and assign the User to the appropriate Sites. Our example user needs to see data and reports for Horizon Elementary 2 & 3 so we’ve checked those sites.

Others, like those in the Administrator Group, may want the check Select All. They will be assigned to all sites. When you’ve selected the User Group the Select Sites option appears. Click on Select Sites and assign the User to the appropriate Sites. Our example user needs to see data and reports for Horizon Elementary 2 & 3 so we’ve checked those sites.

Creating and Configuring HST Users Under User Name, complete Email and Confirm Email, First Name and Last Name. The e-mail address will be the User Name in HST.

Creating and Configuring HST Users Under User Name, complete Email and Confirm Email, First Name and Last Name. For security purposes, do not create generic e-mail accounts for website users. The e-mail address will be the User Name in HST. Users who log into the HST website, including your Cafeteria Managers, must have a unique, valid email address.

Creating and Configuring HST Users Typically, Cashiers do not log into the HST website, only the site terminal , but an e-mail entry is required. Provide a ‘phony’ e-mail address, like Betty. Jones@Smith. Ele. site for each Cashier. Anyone logging into the site terminals (not the HST website) will do so with a unique, 4 digit PIN.

Creating and Configuring HST Users Typically, Cashiers do not log into the HST website, only the site terminal , but an e-mail entry is required. Provide a ‘phony’ e-mail address, like Betty. Jones@Smith. Ele. site for each Cashier. Anyone logging into the site terminals (not the HST website) will do so with a unique, 4 digit PIN. Because you may have a large number of Managers, Cashiers and others needing unique Usernames and PINs, you may want to create a list in Excel, and determine these values beforehand. This will also help you distribute these PINs to the Users.

Creating and Configuring HST Users Input the User’s unique PIN here. Your Food Service Director or Site Supervisors can provide the Blind Balancing and POS Refund (from Terminal) options.

Creating and Configuring HST Users Be sure to Save the record for each User. Input the User’s unique PIN here. Your Food Service Director or Site Supervisors can provide the Blind Balancing and POS Refund (from Terminal) options. Configure System Options as needed. The default values are shown.

Creating and Configuring HST Users Once you’ve Saved the record, an e-mail will be sent to the e-mail address of the User you created. In the e-mail will be a link, active for 48 hours, to create a login password ID. Your Users will follow the link and create their password. The Passwords Requirements are provided to the User. If the link expires (48 hours from creation), the User can go to the HST login, enter their User Name (the same as the e-mail address) and select Forgot Your Password. A new e-mail will be sent containing the link to reset the password.

Creating and Configuring HST Users TIME TO EXERCISE! Create your list of Cashiers and Managers in Excel. Helpful Hints! Managers will need a valid e-mail address for web login All Users logging into site Terminals will need a unique, 4 digit PIN.

Creating and Configuring HST Users TIME TO EXERCISE! Go to Users and add a User as a Cashier and a Manager. Helpful Hints! 1. It’s best to create a list (in Excel is good), and list all your Users and assign unique 4 -digit PINs for each Cashier and Manager. 2. Remember, a Manager will need both a web login and site PIN.

Creating and Configuring HST Users Key Takeaways • A User must be created for every staff member using HST • e-mails and PINs must be unique • Users should be Inactivated when they leave the district

CONGRATULATIONS, YOU’RE A HST USER EXPERT! Please, don’t hesitate to: Make a list of your Users, making sure to assign Cashiers and Managers a unique PIN Create those Users And, distribute the PINs to the Managers and Cashiers And, cross this Task off your Implementation bucket list!

Thanks for your time and effort. It will be worth it!