Assign Terminal to User CRM

---

What Does Assigning Terminals to Users Mean?

Assigning terminals to users in Deposyt allows you to link a specific payment device to a specific team member, location, or role.

This ensures that:

• Every transaction is tied to a responsible user
• Reporting is accurate
• Accountability is clear

Instead of all payments appearing as “general,” you can:

Track exactly who processed each transaction

---

Why Terminal Assignment Matters

Without assignment:

• Transactions lack ownership
• Reporting becomes unclear
• Performance tracking is limited
• Team accountability decreases

With assignment:

• Payments are traceable
• Staff performance can be measured
• Errors can be identified quickly

---

How Terminal Assignment Works

When a terminal is assigned:

• Payments processed through that device are linked to a user
• Transactions appear under that user in reporting
• Access and permissions can be controlled

---

How to Assign a Terminal to a User

1. Go to Settings → Payments → Terminals
2. Select the terminal
3. Click Assign Terminal
4. Choose:
   • User
   • Team
   • Location (if applicable)
5. Save

Assignment Options

1. Assign to Individual User

Best for:

• Sales reps
• Cashiers
• Service providers

2. Assign to Team

Best for:

• Departments
• Shared responsibilities

3. Assign to Location

Best for:

• Multi-location businesses
• Different offices or stores

---

Deposyt Advantage

Deposyt connects terminal assignments with:

• CRM contacts
• Payment tracking
• Reporting
• Automations

This allows you to:

Track revenue and performance at every level

---

High-Impact Strategies for Terminal Assignment

1. Assign Every Terminal

Avoid unassigned devices.

Always:

• Link terminals to a user or team

2. Use Assignment for Performance Tracking

Track:

• Sales per user
• Transactions per user
• Revenue contribution

3. Separate Roles Clearly

Example:

• Sales team → assigned terminals
• Support team → no terminal access

4. Use Location-Based Assignment

If you have multiple locations:

• Assign terminals accordingly
• Track performance by location

---

Pro Strategy: Use Assignments for Accountability

When every payment is tied to a user:

• You know who handled the transaction
• You can identify top performers
• You can quickly resolve issues

---

Advanced Strategy

Combine the terminal assignment with:

• Roles and permissions
• Reporting
• Automations

Example:

• Payment processed → notify assigned user
• High transaction → alert manager

---

How This Improves Your Business

Terminal assignment allows you to:

• Improve tracking
• Increase accountability
• Optimize team performance
• Maintain accurate reporting

Common Mistakes to Avoid

• Leaving terminals unassigned
• Assigning multiple users without structure
• Not reviewing assignments regularly
• Not using reporting

---

Best Practices

• Assign terminals clearly
• Review assignments periodically
• Train staff on responsibilities
• Monitor performance

---

Summary

Assigning terminals to users in Deposyt allows you to:

• Track payments by user
• Improve accountability
• Optimize team performance
• Maintain clean reporting

---

Next Steps

Continue with:

• Device-to-Terminal Pairing
• Virtual Terminal Explained
• Tap-to-Pay (NFC)
• Cash and Check Recording

These will help you fully optimize your in-person payment system inside Deposyt.