Getting Started

What Permissions Do Employees With an Administrator Role Have?

Administrators can access: POSaBit Pay to process purchases and Issue Refunds. Orders if your business offers pickup or delivery. Payments if your business offers business to business payments. Emplo…

Updated 2 months ago

Generate API key

If you are using a mobile phone: Click on the ellipsis to open the navigation menu. Click on Tools from the navigation menu and select POSaBIT Connection. Click the Setup button for your POS provider…

Updated 2 months ago

How do my customers sign up to use POSaBIT?

You can see the customer sign-up steps in our article: How do I sign up to use POSaBIT Pay?

Updated 2 months ago

What Permissions Do Employees With a Manager Role Have?

Managers can access: POSaBIT Pay to process purchases and Issue Refunds. Orders if your business offers pickup or delivery. Employees to add and edit employees. Reports to view POSaBIT Pay, POS data,…

Updated 2 months ago

What Permissions Do Employees With a Viewer Role Have?

Viewers can access: Reports to view Daily Processing, POS Uploads, and POS Upload History. Tools for support, training, Multi-Factor Authentication (MFA), POSaBIT Connections, and upload Point of Sal…

Updated 2 months ago

Employee management - Adding an existing employee to multiple locations

Select Employees from the navigation menu. Click on the name of the employee you want to add to another location. Select the role the employee will have at each location. Check the Email Notification…

Updated 2 months ago

What Permissions Do Employees With a Staff Role Have?

Staff can access: POSaBIT Pay to process purchases and Issue Refunds. Tools for support, training, and Employee Transaction report. .

Updated 2 months ago

Setting Up Business Time Zone

Login to secure.posabit.com. Click My Business from the navigation menu and select Business information. Click the Edit button. Select a time zone from the Business Timezone drop-down. Click the Save…

Updated 2 months ago

How to Edit an Employee

Login to secure.posabit.com. Select Employees from the navigation menu. Click the name of the employee you want to edit. Make necessary changes to the employee role and/or location and click the Save…

Updated 2 months ago

What Permissions Do Employees With a Consultant Role Have?

Consultants can access: My Business for Business Documents. Tools for support and training.

Updated 2 months ago

Adding Multiple Employees in Bulk

You can add multiple employees in bulk by: Select Employees from the navigation menu. . Click on the + button to add a new employee. Click on the Add Multiple Employees link in the title. You will be…

Updated 2 months ago

How do my customers check-in to my store?

Your customers can check-in to your store on their mobile phone OR you can check them in with Desktop Check-in ! Mobile Check-in: Navigate to secure.posabit.com from a browser. Enter the email addres…

Updated 2 months ago

The POSaBIT Connections page

The POSaBIT Connections page displays services/integrations that are able to be connected with your POSaBIT profile. If your POS provider is integrated with Hypur, you will see the POS provider liste…

Updated 2 months ago

Employee Roles and Settings

When adding or editing an employee, you will set an employee role. Each role can access different features within POSaBIT. Staff can access: POSaBIT Pay to process purchases and Issue Refunds. Tools…

Updated 2 months ago

Employee management - Adding Employees

Select Employees from the navigation menu. . Click on the + button to add a new employee or see Adding Multiple Employees in Bulk. Enter the employees F irst Name , Last Name , Email Address , and Mo…

Updated 2 months ago

Accepting terms and conditions

The terms and conditions must be accepted for each business location before your employees are allowed to login. The primary contact for your financial institution, administrator(s), and manager(s) c…

Updated 2 months ago

Initial Setup – Initial email and first login

You will receive an email from POSaBIT after your financial institution initiates your profile. Click on the link within email to complete your POSaBIT profile setup. Enter the six digit MFA code tha…

Updated 2 months ago

Initial setup - business information

To setup your business information: Select My Business from the navigation menu and click on Business Information.. Click on the Edit button.. Click on the Choose File button to select an image file…

Updated 2 months ago

What Permissions Do Employees With a Staff Order Role Have?

Staff Order can access: POSaBIT Pay to process purchases and Issue Refunds. Orders to completed pickup and delivery purchases. Tools for support, training, and Employee Transaction report. .

Updated 2 months ago

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