Unitec Portal TI+ - User Manual

Portal TI+®
Owners Manual
Unitec
443-561-1200• www.StartwithUnitec.com

Summary

1 Introduction and System Access

1.2 Password Management and Security

Guidelines for mandatory password changes, security protocols, and password recovery.

3 Set-up Functions

3.1 Site and Product Configuration

3.2 Portal Programming

Configuring device profiles, operating schedules, and user interface settings.

3.3 User Management and Privileges

Creating and managing user accounts with defined access privileges for system functions.

3.4 POS and Sales Screen Configuration

4 Promotions

4.2 Promotions Setup and Management

Screen for managing current promotions and setting up new ones like prize promos.

4.3 Promotions Reports

5 House Accounts

5.1 Account Types and Setup

Setting up Prepaid, Subscription, Loyalty, and Fleet accounts.

5.2 Individual Account Management

5.3 Account Reports

6 Reports

6.1 Site Revenue and Sales Reports

6.2 Cash and Transaction Reports

6.3 Code Listing Report

8 Utilities

8.1 System Information and Server Control

8.2 Database Management

Backing up, restoring, and cleaning the Sierra Server databases.

8.3 Files Management

9 Maintenance Functions

9.1 Cash Functions

Depositing or removing cash from the Portal vault, resetting cash totals.

9.2 Shutdown Procedures

Procedures for safely shutting down, restarting, or reloading the Portal unit.

10 Component Operation and Maintenance

10.2 Cleaning and General Maintenance

10.3 Security Devices

10.4 Bill Dispenser Operations

Overview, location, security, components, clearing jams, and loading the bill dispenser.

10.5 Bill Validator Operations

Details on Mars Bill Validator, stacker, flash codes, and removal procedures.

10.6 Card Reader Operations

10.7 Coin Acceptor Operations

Cleaning, programming, and configuring the IDX coin acceptor for various coins/tokens.

10.8 Coin Hopper Operations

10.13 Thermal Printer

Unitec Portal TI+ Specifications