User Security and Setup

Current SODA managers with Level 1 security group access have admin rights to set up access to the SODA Refunds screen for all users. Existing SODA users just need to be assigned a SODA Refunds security role to be able to start processing refunds at the cash wrap. New users who have never been setup with SODA access, do not need to go through the SAR process to access the SODA Refunds menu in SODA.

SODA managers use the New User Set up menu in MMS, as detailed below, bypassing the requirement to submit a SAR.
You must also set yourself up as a SODA Returns Manager, using the same process in IMS-MMS, to be able to perform refunds and overrides in SODA.

• Admin access: Current SODA managers with Level 1 security have access rights to:
  • Setup new users (with no prior SODA access) with SODA Refunds functionality. Follow the SAR process to request user access to anything other than SODA refund functionality.
    Example: You hire a new receiving manager who will also process SODA refunds. You must process a SAR, then give user access to SODA refunds role through the new module in IMS-MMS.
  • Grant access to SODA Refunds functionality and refund role privileges to existing SODA users. See SODA Refunds Security roles below.
• Team members who have SAR profile: If a team member already has a SODA profile, previously setup with a SAR, they are listed in the New User Setup. You just need to edit their current profile. Select the Edit action next to their name. On the User Maintenance screen, highlight the security Group that you want them to have, then select Update. You do not need to reset the password for these team members. They can use their existing SODA credentials to access the new SODA Refunds functionality.
• New user access for SODA Refund functionality: If your team member does not have current access to SODA and you want to provide SODA Refunds access, set them up using the new process detailed below.
  • Follow the SAR process if you want them to access more than SODA Refunds.

As of June 11, 2018, the POS no longer allows SODA refunds. Manual or non-ePay refunds are still allowed at the POS.

SODA Refunds Security

SODA Refunds security includes three roles: SODA Returns Manager, Advanced Cashier, and Cashier.

• SODA Returns Manager: Initial access with the SODA Manager role must be requested through the standard Systems Access Request (SAR) process. In addition to the ability to search and process refunds, the SODA Returns Manager also has access to an administration menu that provides the ability to set up other team members in the store with an Advanced Cashier or Cashier security role.
  Note: When setting yourself or another managers up, you can use your existing SODA ID as your SODA Returns ID, eliminating the need of another login ID to remember.
• Advanced Cashier: The Advanced Cashier has the ability to search and process refunds. Refunds greater than $1,000.00 require a SODA Returns Manager override.
• Cashier: The Cashier has the ability to search and view details of SODA orders. A Cashier role can also initiate a SODA refund transaction, but a manager override approval is required by SODA Returns Manager or Advanced Cashier to complete the transaction.

User Setup

Similar to setting up a cashier in the POS, you must set your cashiers up for SODA Refunds. Users with SODA Returns Manager access, follow the steps below to set up additional team members for your team.

1. Login into Merchandise Management Systems(MMS).
2. Select the New User Set up button.

The User Maintenance screen displays.

3. Select the + Add New Employeebutton.

The User Maintenance - Add screen displays.
The Store Information defaults to the SODA Returns Manager location.

4. Type information in the User ID and Name fields.
   User ID: Type in the team member's associate ID.
   (Refer to User ID Criteria below for additional direction.)
   Name: Type the team member's user name.
5. Select the security role from the Group field.
6. Select Add.
   The user is set up and now has access based on the identified security role.

User ID Criteria

• Do not set up default or generic users. Each team member must log in using their individual user ID and password.
• A minimum of four characters is required. A leading zero is acceptable if ID is 9999 or less.

New Users: Log in the First Time

The first time that you log into the SODA Refunds application, you must use a default password. The default password is based on whether your user ID starts with an alpha or numeric character.
Note: If you had previous SODA access, e.g., order fulfillment, use your existing login credentials to access SODA Refunds. You are not prompted to reset your password.

• If alpha, the default password is your User ID.
• If numeric, the default password is P + your User ID.
• You are then prompted to change your password.

Passwords must meet the following criteria.

• Minimum of 7 characters.
• Maximum of 8 characters.
• Contain a number.
• Cannot start with a number.
• Must be different than the last four passwords used.

Printer Set up

Any user is able to select a SODA printer. The user is prompted to select a printer the first time they log in.

Other User Maintenance

Once you setup a user, you can perform the following actions:

Disabled Users

If an ID is not used within 30 days of the date it was created, the user is disabled. If an active user ID is not used over a period of 90 days, the user ID will be disabled.

Employee Transfer In

If a team member is already set up in the SODA Refunds application , you can use Employee Transfer in to move the user access to your location.

1. Select the New User Set up button.
   The User Maintenance screen displays.
2. Select the + Add Employee Transfer In button.
   The User Maintenance - Employee Transfer in to Store xxxx screen displays.
3. Type the User ID of the team member to be transferred to your location.
4. Select Transfer In.
   The User Maintenance - Change screen displays.
5. Edit the Name or Group, as needed.
6. Select Update.
   You are returned to the User Maintenance screen.