IT IS FINALLY HERE!! The Choice business portal omni channel solution

Business Portal User Guide

Launching to All Merchants October 24, 2022. This page will give you tips, guides & more to help you with the 
 Choice Business Portal

Watch this short video now to see all the features the Business Portal Offers

Video was created to highlight top features of the Omni-Channel Business Solution by Choice

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How to use Users & Roles

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A walkthrough of Users and Role Permission Setup. This is a step by step quick guide.

How to use Pay Buttons

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A walkthrough of Payment Buttons located in Item Management. Quick Guide.

How to use Pay by Text

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A walkthrough of Users and Role Permission Setup. This is a step by step quick guide.

How to use Reporting

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A walkthrough of Payment Buttons located in Item Management. Quick Guide.

How to use eGift Card

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A walkthrough of Users and Role Permission Setup. This is a step by step quick guide.

How to use Run a Sale

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A walkthrough of Payment Buttons located in Item Management. Quick Guide.

The Dashboard

When logging in to the account, the home screen is the company dashboard. This will give a quick snapshot of the transaction history. The reporting feature defaults to the current month of sales (MTD), summarizing Total Sales and Refunds. View reporting for Last Month (LM) and Year to Date (YTD) by clicking the option in the left side blue menu bar. Widgets arranged on the screen provide a more detailed breakdown of this information. These can be moved, added, or deleted to organize the dashboard as you would like.

If you are registered with more than one business, you can click the business name in the upper right corner and select a different business. The selected business is labeled at the bottom right of the screen at all times.
Click the icon in the blue left sidebar to open the menu drawer. Click again to close the drawer.
Click on Settings at the bottom of the menu drawer to add or adjust the User Roles. Click on Logout to exit the Portal. 

Image is used for illustration to visualize the instructions on how to use above.

Manage Users

The Manage Users section of the portal will allow administrators to add and edit users in the merchant account.

View Users

Click Manage Users in the Menu drawer. This will display all the users assigned to this account.
Click the green Edit Icon or select the Edit option from the blue access icon to view or update user information.
Select the Delete option from the blue access icon to delete a user from the portal.
Enter information into the Search field to filter the list and find a specific user.

Create Users

Click on the blue Add New User button on the right side of the screen.
Enter the Full Name and Email of the User.
* Note: The user’s email is their Username a unique email is required for each user.
In the Role section, click to select the desired Role. This will determine the access this user has within the portal.
* Note: Roles can be named, created, and edited in Settings
Once the role is selected, an option will appear to Customize Permissions. This allows the administrator to change the permissions of the assigned role for the individual user. No other users with that role will be affected.

If a role is customized, a new option will appear at the bottom of the Roles section labeled Custom. This option will be selected. To return to the original settings of the role, click to select that role again.
Fill in the Password and Confirm Password fields with a temporary password for the new user. These two fields must match.
The User PIN field is used to give the same access the Choice POS system. Click the blue Save button.
The new user can now log into the Portal. Once they enter their username and password, they will be prompted to change their password. Once this is done, they will now have whatever access to the portal their role permits.

Update & Edit Users

Click Manage Users in the Menu drawer. This will display the user profile, including the role assigned to the user and their contact information.
Click the green Edit Icon or select the Edit option from the blue access icon to view or update user information.
It is not possible to update the email address in the account. You must create a new user with a new email address.
To change the user password, fill in the Password and Confirm Password fields with a temporary password.. These two fields must match.
Enter or update the User PIN field to give the same access to the Choice POS system.
Click the blue Save button.
The user must now log out of the Portal and then log in again. Once the username and temporary password are entered, they will be prompted to change their password. The user password is now updated.

Image is used for illustration to visualize the instructions on how to use above.

Batch Details

The Batch Detail screen summarizes all batch information directly from elevate. It reflects batches from standalone terminal and point of sale systems as well as batches from the eCommerce tab in the portal. This can be accessed from the tab in the access bar at the top of the screen or the Batch Detail button in the left side menu.

Select the Date range. This can be chosen from several pre-set options or customized to specific dates.
Filter can be added to search for Sale or Refund.
Additional search field filters by Card #, Identifier #, Batch #, Sales Amount, and Net Amount.
Results are grouped by the search results. General search results display by month. Click each month to view the batches within that time. Click again to view the individual transactions within each batch. Transaction information includes Auth code, Card brand, and the Last four of the card.
Click the blue icon bar on an individual line item to Email, Download or Export the information to a CSV.
To export the entire screen results, click the Export button on the far right side of the screen.

Image is used for illustration to visualize the instructions on how to use above.

Deposits

The Deposits screen summarizes all deposits and debits related to processing costs, directly from elevate. This can be accessed from the Deposits button in the left side menu. It reflects deposits from standalone terminal and point of sale systems, the eCommerce tab in the portal as well as any debits for monthly fees.

Select the Date range. This can be chosen from several pre-set options or customized to specific dates.
Users with access to more than one account can select different accounts from the drop-down menu.
Results are listed in chronological order. Click on the individual line to see a line-by-line report for each day.
Click the blue icon bar on an individual line item to Email, Download, or Export the information to a CSV.
To export the entire screen results, click the Export button on the far right side of the screen.

Image is used for illustration to visualize the instructions on how to use above.

Roles & Permissions

User roles and permissions can be created and defined in the Settings tab. This is located at the bottom of the left side menu drawer and is only accessible by Managers.

The portal has two fixed roles: Admin/Owner and Accountant. These roles cannot be edited or deleted.
To create additional roles, click the Add New Role button. From the Pop-up menu, name the role you want to create and choose the base template. The template options are Admin, Manager, and Employee. Admin has all-access, Manager has extensive but not complete access and Employee has more limited access. These can be used as they are or they can be customized further. Click the blue Save button to complete the initial role build.
Once a role has been saved, click the arrows on the right side of the role listing. This will expand the list of permissions for this role. Check or uncheck the selections to add or remove access for that role. Click the blue Save button to complete the role definition. Click the arrows again to close the list.
The Trash icon appears next to new roles. Roles can be removed at any time, as long as they are not assigned to the user. Once assigned, the trash icon will disappear. To make a role able to be deleted, any users with that role must be assigned a new role.
Click the Save button to confirm all changes.

Image is used for illustration to visualize the instructions on how to use above.

Chargebacks

Choice sends email notifications to any merchant who receives a chargeback. The emails will be received from donotreply@elevateqs.com and the subject will be New Chargeback Notification. The Chargebacks screen publishes information about any chargebacks reported against a merchant account. Click the Chargebacks tab in the left side menu to view the screen.

Select the Date range. This can be chosen from several pre-set options or customized to specific dates.
Filters can be added to search by specific words or numbers.
Click the Export button to download this information in a CSV format.

Documentation to dispute a chargeback can be delivered through the Elevate Dispute uploader available to all merchants. Each merchant is automatically sent login credentials when they are boarded. A password reset email can be sent if the account wasn’t activated when the login credentials were sent.

Image is used for illustration to visualize the instructions on how to use above.

Statements

The Statements screen publishes the monthly processing statements. Click the Statements tab in the access bar at the top of the screen, or the button located in the left side menu to view the screen. Users can click on any statement in the list and review the details of any expenses billed to their account.

Click the Export button to download this information in a CSV format.
Statements can be Emailed, Downloaded in pdf format, or Printed at any time.

Image is used for illustration to visualize the instructions on how to use above.

Frequently Asked Questions

What is Run a Sale?

Run a Sale and Invoicing are eCommerce payment functions that can be added to the Business Portal. If you are interested in adding these payment options to your account, please contact your agent or reach out to Choice Customer Support.

I forgot my password, what do I do?

Click the Forgot Password link on the login screen. Enter the email address of the user trying to log in. A temporary password to the email address on file. Return to the log-in screen and enter the username and temporary password. The screen will prompt the user to create and confirm a new password. The password is now changed and the user may log in again.

What do I do if I forgot my password?

Click the Forgot Password link on the log in screen. Enter the email address of the user trying to log in. A temporary password will be sent to that email address. This email will come from donotreply@choice.dev. Return to the log in screen and enter the username and temporary password. The screen will prompt the user to create and confirm a new password. The password is now changed and the user may log in again.

* Note: Make sure to add the choice.dev email as a contact in your email program. This will ensure the messages are not marked as spam or junk messages. 

Why can't I void a sale?

Sales can only be voided before the system batches at the end of the day. If the sale in question was run any day before then, it must be refunded instead of voided. This will take 2-3 business days to return money to the customer.

Note: Transactions can also be voided or refunded from the transactions Tab. Locate the correct sale, click on the green View icon and click the Refund or Void button at the bottom of the screen. Follow the prompts to complete the process. 

Why did my customer not receive their receipt?

Email communications are sent from donotreply@choice.dev. Make sure to inform the customer to add the choice.dev email as a contact in their email program. This will ensure the messages are not marked as spam or junk messages.

Text communications are sent (959) 230-0007. Make sure to inform the customer so they do not block the number. 

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