Access Pin
Access PIN secures critical actions like refunds, discounts, and invoice edits by requiring employee authentication.
This prevents revenue loss, ensures accountability, and tracks every transaction under the right employee—giving you complete oversight without disrupting workflow.
Watch this step-by-step video to get started:
FAQs:
An Access PIN is a 4-digit code used to clock in or out in RepairDesk.
You can update the Access PIN by following these steps:
Go to Settings > Employees > Manage Employees.
Choose an employee, click on the Action button against the employee, and click on Edit.
Enter the new Access PIN in the Roles & Access section and hit Save. (Learn more)
From the 9 dots menu, tap Switch User.
Choose the Employee Name from the drop-down menu and enter the Access PIN.
Go to 9 dots > Store Settings > Employees > Manage Security Checks.
There are two sections for security configurations:
General Security Checks: Apply to all employees.
Role-Based Security Checks: Require admin PIN confirmation for specific actions based on employee roles.
Check the boxes for the actions where a PIN should be required.
Tap Save to finalize your security settings.
You can configure PIN authentication for the following actions:
General Security Checks:
| Before Access Settings |
|---|
| Before Manual In/Out transaction |
| Before Start/End Shift |
| Before Inventory Transfer |
| Before Add/Edit Ticket Comments |
| Before Add/Edit Inquiry |
| Before Add/Edit Estimate |
Role-Based Security Checks:
| Import / Export Item, Services & Customers |
|---|
| Apply Discount |
| Give Refund |
| End Register Shift |
| Delete Item / Service |
| Delete Customer / Customer Group |
| Delete Ticket |
| Delete Invoice |
| Delete Purchase Order / RMA |
For example, if a Front Desk Salesperson attempts to apply a discount, a pop-up will prompt an admin to enter their PIN before the discount is applied.
To enable PIN authentication during checkout:
Navigate to 9 dots > Store Settings > Module Configurations > Point of Sale.
Select the option to require a PIN before each sale transaction.
Click Save to apply changes.
When an employee adds an item to the cart and clicks Checkout, a PIN entry prompt will appear before finalizing the sale.
- If another employee completes the transaction, they can select their name and enter their PIN.
- The system logs the transaction under the employee’s name who entered the PIN.
Yes. To enable this:
Navigate to 9 dots > Store Settings > Module Configurations > Point of Sale.
Select the option to require a PIN for creating repair tickets.
Click Save to apply changes.
Employees will now be required to enter their PIN before generating a repair ticket.
Employees with access can review activity logs under Reports Mega Dropdown > Employee Activity Log.
You can filter activity through the Action Filter.