Table of Contents Table of Contents Title and Copyright Information Preface 1 Getting Started Dashboard Roles and Users Add Payment Role Define Payment Privileges Grant Access to Payment Reports Predefined Payment Roles Assign Users to a Payment Role Set Role as the Payment Administrator 2 Account Holders Add Account Holder Verify an Account Holder Assign an Account Holder Owner Edit an Account Holder Add Business Owner Add Bank Account 3 Accounts Add an Account Assign a Default Account Assign an Account Owner Unassign an Account Owner Assign Revenue Centers to an Account Reassign Revenue Center Guest Check Card Statement Descriptors Close Account 4 Support Add a Support User Edit a Support User 5 Payment Terminals Register the Terminal Castles Device S1F2 Upgrade Firmware and View Version for Castles S1F2 Verifone e285 Connect Verifone e285 to Network Set IP Address for Verifone e285 Board the Verifone e285 Upgrade Firmware and View Version P400 and V400m Set Up the Terminal Configure Network Settings Board the Terminal View Network Diagnostics Configure Terminal to IP Address Check for Software Updates Upgrade Firmware and View Version Pending Transactions 6 Configure the Point-of-Sale Service Charges Payment Drivers Payments Report Group Tender Media Credit Card Tender Media Tender Parameters Page Design Workstations Reload Database on All Workstations and Restart Service Host Assign Payment Device Workstation Firewall Configuration