Security and Log-on Settings

Enabling Security

Access Settings

• Close PostalMate & CashMate
• Open PM Utilities (Main Workstation)
• Click Security Settings

Add / Edit Users

• Go to General Security tab > Add/Edit Users
• Select Add (new) or Edit (existing)
• Each user must have a password
• Add all users before enabling security

Log-On Options

• Log-on can be used with or without Security

PostalMate Log-On

• Tracks who processes shipments
• View in Package History > General Info (User)

CashMate (POS) Log-On

• Tracks sales, voids, cancellations
• View in Reports > System Wide > Event Log

Notes

• Log-on carries from PostalMate → POS (same station)
• Required for stored credit card transactions
• Optional: use password or fingerprint

Once you have the desired settings, go back to the General Security tab and begin giving system Access Rights.

Set Access Rights

• Go to General Security tab
• Assign per user:

Universal Access

• Full access (recommended for owner/manager)

Custom Access

• Check boxes to allow access to specific areas
• Unchecked = no access

Enable Security

• Check Enabled → Click OK
• Log in with a Universal Access user

Confirm warnings to activate

Break Security (If Locked Out)

• Close programs → Open PM Utilities
• Go to Tools > Security > Break Security

Follow prompts

Logging On…

• Press Log-On
• Sign-in

Press Log-On

Common Secure Areas

• Billing & Accounts
• Inventory & Pricing
• Register Activities (voids, refunds)
• Reports
• Users & Security
• Saved Credit Cards
• Time Clock Management

Access Rights

• Billing and Late Fees : Opening, closing and editing accounts. Printing, re-printing statements. Credits, payments, deposits and late fees. Editing statement groups.
• Configuration: PostalMate settings, Email notification settings, Register settings, Sales tax settings, shipping settings.
• Data Maintenance: Department mapping, adding and making changes to mailbox inventory and entering existing accounts. Set department order, restore backup, undelete tax regions, network station settings.
• Disbursement: Manual buy postage for Printable postage.
• Inventory: Adjust Inventory and Receive products.
• PCS Auto Login: PostalMate website auto-login.
• Price Override: Override product pre-set pricing.
• Pricing: Editing, adding or deleting products or departments. Mailbox setup and preferences. Edit shipping carrier, or any rates. Adding or editing Vendors.
• Register Activities: Cancelling or voiding sales. Opening or closing the register day. No sales, paid outs and voiding register transactions. Accessing customer credit card information (if entered) in Edit Customer.
• Reports: All reports in PostalMate, POS, PM Utilities and Time Clock.
• Saved Credit Cards: Allows access to adding and using the stored credit card feature for PostalMate Pay and Cayan Genius credit card interfaces.
• Security: Accessing Security settings in PM Utilities.
• Self Serve: Not used.
• Time Clock Management: Accessing reports and making changes to punches in Time Clock.
• Users: Adding, editing or deleting Users.

Event Logging (Recommended)

• PM Utilities → Security Settings
• Check Enabled
• View logs: Tools > Security > View Security Log
  

Key Reports (CashMate)

• Unresolved Shipment Report
• Register Voids & Returns
• Account Adjustment Report -(In CashMate under Reports > Accounts Receivable). This report is available for Credit Accounts, Debit Accounts and Invoice Accounts.