Merchant Pin and Token

Once you’ve installed your CAKE POS system, you are ready to activate your account. We call this the onboarding process.
 

This takes your account information and loads it into the system as well as updates your POS to the newest software version. 
 

Please log into the Restaurant Admin Portal and click on the icon that says Reports.  On the left-hand column, select Settings and then Restaurant Info. Across the top are tabs, choose the one that says ONBOARDING.

Click the orange button to generate a Merchant Pin and Token.

FROM THE POS SCREEN
 

Enter your Merchant Pin and Token and then Click Activate Account.

Your system will then show that it is connecting and then you will see an Activating screen like this one.

If your software version is out of date, you will also see an Updating screen that follows to update the system to our most current software version.
 

The system will initialize and you will be brought to the user login screen where you will see one user called Owner.
 

When you click on that user, the password will be the same Merchant PIN you just used. Enter that in the current password field and then enter your new password 2x. Click Create Password.
 

Once you have your new password, your system has been onboarded and you can begin customizing it based on your needs.

The next article we recommend for Managers is:  System Options