Set up extended logon functionality for Cloud POS and MPOS

Important

This topic applies to Dynamics 365 for Retail and Dynamics 365 for Finance and Operations, Enterprise edition.

This topic covers your options for setting up extended logon for Cloud POS and Retail Modern POS (MPOS).

Setting up extended logon

You can find the setup for bar code masks at Retail > Channel setup > POS setup > POS profiles > Functionality profiles. The Functions FastTab includes the following options that are related to extended logon.

Staff bar code logon

When the Staff bar code logon option is enabled, workers who have an extended logon assigned to their point of sale (POS) credentials can log on by using a bar code.

Staff bar code logon requires password

When the Staff bar code logon requires password option is enabled, the staff bar code logon selects only the worker who is assigned to the extended logon that is presented. Workers must still enter their password when this option is enabled.

Staff card logon

When the Staff card logon option is enabled, workers who have an extended logon assigned to their POS credentials can log on by using a magnetic stripe.

Staff card logon requires password

When the Staff card logon requires password option is enabled, the staff card logon selects only the worker who is assigned to the extended logon that is presented. Workers must still enter their password when this option is enabled.

Assigning an extended logon

By default, only managers can assign extended logon to workers. To assign extended logon, go to Extended log on in POS. Then search for a worker by entering his or her operator ID in the search field. Select the worker, and then click Assign. On the next page, swipe or scan the extended logon to assign to the worker. If the swipe or scan is successfully read, the OK button becomes available. Click OK to save the extended logon for that worker.

Deleting an extended logon

To delete the extended logon that is assigned to a worker, search for the worker by using the Extended log on operation. Select the worker, and then click Unassign. All extended logon credentials that are associated with that worker are removed.

Extending extended logon

The logon service can be extended to support additional extended logon devices, such as palm scanners. For more information, see the POS extensibility documentation.

Using extended logon

When extended logon is configured, and a worker has been assigned a bar code or magnetic stripe, the worker just has to swipe or scan his or her card while the POS logon page is displayed. If a password is also required before logon can proceed, the worker is prompted to enter his or her password.