The basic details tab stores some more details about the user such as their Account type and Year / Class information.
| Field | Required | Description |
|---|---|---|
| User type | Yes | The user type that the user will belong to. This affects some settings such as their default daily and break spend limits or free meal allowance amount (if applicable). For more information, please see the User types section. |
| Year / Class | Yes | What Year / Class is this user in? To choose a class, click the  button and choose a Year / Class from the list. Press Select to complete. For more information, see the Years & Classes section. |
| Start date | Yes | The date that the user can start using the account from. By default, the system uses the date that the user account is created. Use the calendar to adjust if required. |
| Leaving date | If you know the date that the user is set to leave, enter it here. After this date, the account will be marked as a leaver. | |
| Person ID | The users unique ID, often the schools admission number. | |
| MIS ID | The users MIS ID (if applicable). Non-editable. | |
| Biometric ID | Displays the users Biometric ID if linked to an identity management platform such as iDStore. Non-editable. | |
| Payment ID | Used by some online payment providers to link accounts between the two systems. | |
| Tag | This field is used for schools using more than one internet payment service and helps differentiate users. | |
| PIN | Displays the users PIN (if applicable). If you want to generate a PIN for the user, press the  button. A PIN will be generated. Using the field to the right of the PIN you can enter an expiry date after which the PIN will no longer be valid. |
|
| Card number(s) | Displays any card numbers allocated to the user. Cards are assigned using the Edit Card feature. More information can be found here. | |
| Permanent message | This message will appear to the operator whenever the users account is opened on a till. | |
| Temporary message | This message will appear to the operator the first time the users account is opened at the till. After that it will be removed from the users account. | |
| AD Username | This will show the AD username from the school AD database. |
Last modified:
29 October 2024
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