Allowing Your Team to Accept Payments Will Grow Your Business!
Whether you need to power a salesforce that's on the go, or to provide your customers with the ability to checkout on the spot, making it easier for your customers to pay will help you to grow your business!
Dream now supports Staff Users allowing you to provide each member of your team with their own card reader, or even share multiple devices. This multi-user feature allows business owners to easily create Supervisor and Employee accounts for staff with predefined levels of access, giving you more options and more control.
Employee Users have the ability to accept payments on behalf of your business. They can view their own transaction stats and the full set of transaction history so they can help customers who may have made a purchase with another member of your team. They view all this information from their mobile app but they do not have access to the online web dashboard.
Employee Users are restricted to accepting payments and accessing basic information so they don't have access to sensitive info such as banking details, deposits etc. Employees can be given permission to perform refunds. To grant permission to an Employee User, select the ‘Enable Refunds’ box when adding them. This option can also be enabled or disabled by contacting our Customer Success Team.
To make sure your team is always up and running, Employee Users can also add card readers if needed.
These users can do everything that an employee can do. In addition, Supervisors have the ability to log into the web dashboard to view overall transaction summaries, history, and reports. However, they cannot see banking details, deposits, or merchant statements. Supervisors have the ability to process refunds.
|View individual sales transaction history||•||•||•|
|View individual sales transactions across business||•||•||•|
|Search Sales History (date and transactions)||•||•||•|
|Dashboard - Personal View||•||•||•|
|Dashboard - Business View||•||•|
|Edit Product Catalog||•|
|Add new Card Readers||•||•||•|
|View transaction summaries||•||•|
|View transaction history||•||•|
|Staff User Search||•||•|
|View/Edit banking details||•|
|View merchant statements||•|
With the ability to create additional accounts comes the added ability to process payments at the same time across multiple card readers. No need to worry about who else might be accepting a payment at the same time, everyone can accept payments and as the owner you can see what's happening in real-time straight from your Dream dashboard.
Updating your product catalog in your mobile app will automatically sync to all your employees devices! This ensures your team always has the latest products and pricing no matter where they are.
Note: As the business owner only you will have the ability to edit your product catalog going forward.
To create additional accounts for your employees simply follow the 4 easy steps below:
From the Menu tabs select Settings and under the Business Settings select Staff Users.
Your Staff Users will receive a email from Dream to complete the setup process. Once the email is received the employee can complete the setup and login to the mobile app to begin using their account. All payments performed by your employees using your devices and the account you’ve registered them with will settle into the bank account you connected to Dream.
If you need help remember you can always call the Dream Support Team at 1-877-260-2558 or contact us via email at [email protected].
your team now.