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15 November 2022 - 02:02
Lightspeed onsite user accounts
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Lightspeed onsite user accounts







lightspeed onsite user accounts
  1. #LIGHTSPEED ONSITE USER ACCOUNTS HOW TO#
  2. #LIGHTSPEED ONSITE USER ACCOUNTS MAC OS X#
  3. #LIGHTSPEED ONSITE USER ACCOUNTS UPGRADE#
  4. #LIGHTSPEED ONSITE USER ACCOUNTS REGISTRATION#
  5. #LIGHTSPEED ONSITE USER ACCOUNTS PASSWORD#

There are currently two permission types for users: Admin/Manager and User.

#LIGHTSPEED ONSITE USER ACCOUNTS PASSWORD#

An email will be sent to them automatically with their password and the Advanced Reporting login URL.Ĭan I restrict what information users can access? Enter their email address (username) and select the permission type. To give a new user access to your account, go to Settings > Create User in the Company Users section. You can add as many users to your account as required at no extra cost. AccountĬan I add additional users to my account? You can also log in using your mobile device to view your dashboard. Open a web browser on any device, go to and log in with your Advanced Reporting username and password.Īdvanced Reporting 2.0 was created to be responsive, so it works on any computer monitor or tablet regardless of the operating system. How can I access Advanced Reporting when I'm not in my store?

#LIGHTSPEED ONSITE USER ACCOUNTS UPGRADE#

After you upgrade to Advanced Reporting 2.0, you can disable port forwarding on your network, as it is no longer required. Advanced Reporting 2.0 uses the new built-in Uploader within Lightspeed OnSite 2015 2.1 to push your sales data to the Advanced Reporting tool.Ĭan I disable port forwarding when I upgrade to 2.0?

  • Enable the Advanced Reporting Uploader switch.
    • When activation of your account, perform these steps for each store (Lightspeed OnSite server computer) that’s linked to your Advanced Reporting account: The Uploader must be enabled for you to use Advanced Reporting 2.0. The Advanced Reporting Uploader pushes your OnSite sales data to your Advanced Reporting account.

    #LIGHTSPEED ONSITE USER ACCOUNTS MAC OS X#

    On a Mac OS X computer or iPad you can use Chrome, Safari and Firefox. Accessing Advanced Reporting from a mobile device, such as an iPhone, gives you access to the Advanced Reporting dashboard only. When you upgrade to Advanced Reporting 2.0, you need to re-create your users.Īdvanced Reporting is best viewed on a Mac OS X computer or mobile device running the newest version of one of the following Web browsers. the new Advanced Reporting 2.0 login URLĪfter you log in to Advanced Reporting 2.0, we automatically disable your 1.0 account.

    #LIGHTSPEED ONSITE USER ACCOUNTS HOW TO#

    how to enable the Advanced Reporting data uploader in OnSite.If you are use Advanced Reporting 1.0, you will receive an email from Lightspeed Product Management with: I'm currently using Advanced Reporting 1.0.

    lightspeed onsite user accounts

    Then you’ll receive an email with instructions on how to complete the account sign-up.Īdvanced Reporting 2.0 requires Lightspeed OnSite 2015 2.1 or later. For more information about Discount Rules, click here.To sign up for Advanced Reporting, if you do not already have an Advanced Reporting subscription, can call our Sales team (86) to add it to your account.For more information on creating Customer Groups, click here.If you want to offer discounts to a particular customer or group of customers, you can create customer groups and discount rules.

    lightspeed onsite user accounts

  • In the TAX SETTINGS section, ensure the switch for All prices exclude VAT (EU) or All prices exclude taxes (North America) is enabled.
  • From your eCom Back Office, click Settings.
    • Prices - Excluding Taxes is managed in the Tax settings in eCom.

    #LIGHTSPEED ONSITE USER ACCOUNTS REGISTRATION#

  • In the REGISTRATION section, set Registration to After approval. ( See note).
  • Under General settings, click Advanced:.
  • To manage user accounts in your eCom Back Office, click Settings.
    • User accounts - Approval required is managed from the Advanced settings in eCom.
  • Next to Enable the cart and checkout, select Registered customers only.
  • Select Configuration, and scroll to CART & CHECKOUT PERMISSIONS.
    • NOTE: Customer groups and discount rules are not B2B features, they only complement the B2B features.įollow these directions to enable B2B features:Ĭart & checkout permissions are managed under the Checkout settings in eCom.
  • Customer groups and discount rules - Features that can improve the B2B experience.
  • Prices - Excluding VAT/taxes - All products are displayed excluding Value Added Taxes (VAT) in the EU or sales taxes in North America.
  • User accounts - Approval required: All customer accounts must be approved before customers can log in.
  • Cart & checkout permissions - Registered customers only: Require customers to register and log in before making a purchase.
    • You can enable four features to customize the B2B experience in Lightspeed eCom:









    Lightspeed onsite user accounts
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