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Logging In to the Scanner App - Staff Access

Learn how to log in to the Scanner App with your credentials. Complete guide to account types, 24-hour sessions, manager logins, avoiding logouts, troubleshooting access issues, and security best practices.

Michael Francis avatar
Written by Michael Francis
Updated this week

Logging In to the Scanner App

Overview

Log in to the Scanner App using your registered credentials to start scanning customer loyalty cards. The login process is quick and secure, requiring just your email and password.

What you'll need:

  • Registered email address

  • Account password

  • Internet connection

  • Scanner App installed (or access to Scanner App URL)

Who can log in:

  • Main account holders

  • Manager accounts

  • Sub-account owners (for agencies)


Accessing the Scanner App

Standard URL

White Label URL

  1. Log in to your account using your custom domain

  2. Click your profile picture (top-right)

  3. Select Scanner App


Login process

Step 1: Open the Scanner App

If installed on your device: Tap the Scanner App icon on your home screen.

If accessing via browser: Enter the Scanner App URL in your mobile browser and press Go.

Step 2: Navigate to login form

Look for the Sign in via Email section on the login screen.

Step 3: Enter your credentials

Email field:

  1. Tap the Email field

  2. Enter your registered email address

  3. Ensure correct spelling and format (e.g., user@example.com)

Password field:

  1. Tap the Password field

  2. Enter your account password

  3. Ensure correct capitalization (passwords are case-sensitive)

Step 4: Sign in

  1. Verify your email and password are correct

  2. Tap the Sign In button

  3. Wait for authentication

  4. Scanner App home screen appears

You're now logged in and ready to scan customer cards!


Login credential options

Main account login

Who: Account owners with primary access

Credentials:

  • Email: Your main account email address

  • Password: Your main account password

Access level:

  • Full Scanner App features

  • All customer data

  • Complete transaction history

  • All card types

When to use:

  • Business owners

  • Primary administrators

  • Full-access staff

Manager account login

Who: Staff members with manager accounts created by main account

Credentials:

  • Email: Manager's assigned email address

  • Password: Manager's assigned password

Access level:

  • Scanner App features (based on permissions)

  • Assigned customer data

  • Limited to granted permissions

  • Specific card types (if restricted)

Benefits:

  • Individual accountability

  • Controlled access

  • Better security

  • Activity tracking per manager

When to use:

  • Multiple staff members

  • Different permission levels needed

  • Individual user tracking required

  • Enhanced security desired

Sub-account login (for agencies)

Who: Sub-accounts created under agency accounts

Credentials:

  • Email: Sub-account email address

  • Password: Sub-account password

Important for agencies: Each sub-account must log in with their own credentials. Sub-accounts cannot use agency main account credentials.

Access level:

  • Only their own customer data

  • Their loyalty programs

  • Their transaction history

  • Isolated from other sub-accounts

When to use:

  • Agency managing multiple businesses

  • Each business needs separate access

  • Independent customer bases

  • Separate branding


Session management

Session duration

Automatic logout: For security reasons, Scanner App sessions automatically terminate after 24 hours.

Why this happens:

  • Protects customer data

  • Prevents unauthorized access

  • Ensures security compliance

  • Maintains data integrity

This setting cannot be changed.

Best practices

Daily login routine: We strongly recommend logging in at the start of each workday to avoid mid-shift interruptions.

Morning checklist:

  1. Open Scanner App

  2. Log in with credentials

  3. Test scan with a sample card

  4. Verify internet connection

  5. Begin serving customers

Benefits:

  • No unexpected logouts during busy periods

  • Consistent 24-hour session

  • Smooth operations throughout shift

  • Better customer experience

Avoiding session interruptions

One device per login: Do not log in to the Scanner App on multiple devices using the same credentials simultaneously.

Why this matters:

  • Logging in on Device B automatically logs out Device A

  • Session interruptions cause transaction errors

  • Customer service delays occur

  • Data synchronization issues arise

Best practice solutions:

Multiple devices needed?

  • Create separate manager accounts for each device

  • Each device uses unique login credentials

  • No session conflicts

  • Better tracking and accountability

Staff sharing devices?

  • Log out after each shift

  • Next person logs in with their credentials

  • Clear handoff between users

  • Maintained accountability


Troubleshooting login issues

Can't log in

Incorrect email or password:

  • Verify email is spelled correctly

  • Check for extra spaces before or after email

  • Ensure password capitalization is correct

  • Try typing password instead of pasting

  • Use "Show password" feature if available

Account locked:

  • Too many failed login attempts may lock account

  • Wait 15-30 minutes and try again

  • Reset password if needed

  • Contact admin for account status

Internet connection:

  • Verify device has internet access

  • Try switching between Wi-Fi and cellular

  • Test by loading another website

  • Move to area with better signal

Unexpected logout

Session expired (24 hours):

  • Simply log in again

  • Expected behavior for security

  • Implement daily login routine

  • No data loss occurs

Logged in on another device:

  • Check if you or someone else logged in elsewhere

  • Log out from other devices

  • Log in again on your current device

  • Consider using separate manager accounts

App crashed or closed:

  • Reopen the Scanner App

  • Log in again

  • Resume normal operations

  • Report persistent crashes to support


Security best practices

Protecting your credentials

Never share:

  • Don't share main account password

  • Create manager accounts for staff instead

  • Keep passwords confidential

  • Change password if compromised

Strong passwords:

  • Use combination of letters, numbers, symbols

  • Minimum 8 characters

  • Avoid obvious passwords (name, "password123")

  • Don't reuse passwords from other accounts

Password management:

  • Don't save passwords on shared devices

  • Use password manager for secure storage

  • Update passwords regularly

  • Use unique password for Scanner App

Device security

Physical security:

  • Don't leave logged-in devices unattended

  • Use device lock screen when not in use

  • Log out at end of shift

  • Secure devices in safe location

Lost or stolen devices:

  • Report immediately to admin

  • Change password from another device

  • Have admin revoke device access

  • Set up new device with fresh login

Shared devices:

  • Always log out after use

  • Don't save login credentials

  • Use manager accounts, not main account

  • Clear any saved form data


Agency-specific considerations

Sub-account management

Agency admins:

  • Create separate sub-accounts for each business

  • Each sub-account has unique credentials

  • Sub-accounts cannot access each other's data

  • Manage permissions at agency level

Sub-account owners:

  • Must use their own credentials

  • Cannot log in with agency credentials

  • Have access only to their own data

  • Can create managers within their sub-account

Manager accounts for sub-accounts

Sub-accounts can create managers:

  1. Log in to sub-account

  2. Navigate to Managers section

  3. Create manager accounts for staff

  4. Assign Scanner App permissions

  5. Provide credentials to staff

Benefits:

  • Each staff member has unique login

  • Better tracking within sub-account

  • Maintained security

  • Individual accountability


Getting help

Password recovery

Forgot password:

  1. Click "Forgot Password" on login screen

  2. Enter your email address

  3. Check email for reset link

  4. Follow link to create new password

  5. Log in with new password

Didn't receive reset email:

  • Check spam/junk folder

  • Verify email address is correct

  • Wait a few minutes for delivery

  • Try requesting again

  • Contact admin if using manager account

Account issues

Can't log in to manager account:

  • Verify credentials with account admin

  • Confirm manager account is active

  • Check Scanner App permissions are granted

  • Have admin verify account status

Sub-account login problems:

  • Verify using correct sub-account credentials

  • Check with agency admin for account status

  • Confirm sub-account is active

  • Try password reset

Technical support: If login issues persist:

  • Document the exact error message

  • Note what happens when you try to log in

  • Check internet connection

  • Try different device

  • Contact support with details


Frequently asked questions

How long does a login session last? 24 hours. After that, you'll need to log in again for security reasons.

Can I stay logged in permanently? No, sessions automatically end after 24 hours. This is a security feature that cannot be changed.

What happens if I log in on two devices? The second login will log out the first device. Avoid this by using separate manager accounts for each device.

Can multiple staff use the same login? Not recommended. Create separate manager accounts for each staff member for better security and tracking.

Do I need to log in every day? Yes, we recommend logging in at the start of each workday to ensure a full 24-hour session.

What if I forget my password? Use the "Forgot Password" link on the login screen to reset your password via email.

Can manager accounts access everything? Manager accounts have access based on permissions granted by the main account. Access can be customized.

Why can't sub-accounts use agency credentials? For security and data isolation. Each sub-account must use their own credentials to access only their data.

What if my session expires during a transaction? Log in again immediately. The transaction may need to be processed again. Implement daily login routine to avoid this.

Can I use the same password on multiple devices? Yes, the same credentials work on any device, but don't log in simultaneously on multiple devices with the same account.

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