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Creating a New Workstation

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Creating a New Workstation

PayGo uses Workstation Profiles to control how your computer behaves as it works within PayGo.

The Workstation Profile controls things like:
1. What happens after you log in to PayGo?
2. What type of invoice screen do you want to use?
3. What kind of credit card account are you using and how can you connect your PayGo to your Payment Logistics account?
4. What are your default printers?
5. What do you want to print on your receipts?
6. Do you want to have a change due window?

And more!

When You First Use PayGo 

The first time you log in to PayGo, the solution will automatically create a default workstation profile. It will then require that you choose that workstation as your default profile.

When you choose a workstation, PayGo will save that ID to your computer’s hard drive in a preferences file. It does this so it will know what workstation profile to use the next time you log in to PayGo.

IMPORTANT: Workstation Profiles control what store / site your computer belongs to.

If you have a PayGo setup with more than one store, you will need to setup a workstation profile for at least one workstation at a site.

To create a new workstation profile, do the following:

Click your Menu button (located at the top left corner of any Central Screen) and select Admin Central from your drop-down menu. This will open the Admin & Settings screen.

On your Admin & Settings screen, click the New Workstation button at the top of the screen.

When the New Workstation button is clicked, it will open the Workstation Setup for screen. A pop-up window will ask you to name the workstation you are creating. When you’ve named the new workstation, you will see it has been added to the screen title. From there, you will be able to customize your workstation settings.

Note: To apply your new workstation, you will have to log out of your PayGo software and log back in again.

Workstation settings for your workstation can be accessed at any time when the workstation is in use by clicking the Workstation Setup button at the top of your Admin & Settings screen.

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