Link and unlink iPads - Greenbits

After your initial hardware setup, you may need to link or unlink an iPad with your Greenbits account:

  • Adding another register to your store to serve more customers or as part of an expansion.
  • Upgrading from older iPads to newer models.
  • Replacing an iPad due to malfunction, damage, or theft.

Important: Do not delete the Register app or restore your iPad to factory settings without first following the unlinking instructions below! If you have already done so, please contact Support for assistance.

You will need the appropriate permissions to Manage Devices to link and unlink iPads and access to the Greenbits location that the device is linked to. You can see if you have access to the location by going to the Users page in Back Office, clicking the pencil icon on the far right of your profile, and viewing the locations that are checked.

link_and_unlink_ipads16.png

Linking a new iPad

Before linking a new iPad, first make sure you have an available device license.

  1. Log in to Back Office and then click the Settings gear.
  2. Select Devices.
    • If all your device licenses are in use, contact your Customer Success Manager to add a license to your account.

      link_and_unlink_ipads5.png
  3. Once you have an available device, install the Greenbits Register on your iPad.
  4. When installation is complete, open the app and sign in using the same email or username and password that you use to log in to Back Office.
  5. Select the location to which you want to link this iPad, and give it a name.
    • If the location you want to link to is not listed, make sure you have granted your Back Office profile access to this location.
  6. Tap Link Device.
    • If a You are not authorized message appears, this means your profile does not have the necessary Manage Devices permissions (see Roles). If someone else at your store does, ask them to enter their PIN to bypass this message.

Once linked, the app will display the sign-in screen, and you're ready to start using your new register.

You'll start unlinking in the Back Office and finish on the Register.

Start unlinking in the Back Office

  1. Log in to the Back Office and go to Reports > Shifts.
  2. Select Open from the drop-down menu.
  3. Follow the directions to end a drawer for any open drawers.
  4. Click the Settings gear icon and then select Devices.
  5. Find the device name for the iPad you want to unlink. Make note of the unique Device Identifier for that device.
  6. Go to the Register you want to unlink and follow the appropriate next steps.

Unlink on the Register

  1. Ensure that all shifts are closed.
  2. Select the Settings wheel SettingsWheel.PNG
  3. Check that the Queue Length is 0.
    QueueLength.png
  4. Select Unlink Point of Sale. 
  5. A Confirm Unlink message with appear. If you wish to proceed with unlinking the device, select Yes. If you do not have the permission to delete this device, a user with the Destroy Devices permission can use their PIN to complete the deletion. 
  6. The app will reload and you will need to enter your username and password.
  7. From here, you can either link a New Device or Replace an Existing Device. 
    NewDevice.png
  8. Select a store location and Link Device.
  9. Allow the location to load, then enter your PIN to get started.

Replacing an existing device

  1. Log in to the Back Office and go to Reports > Shifts.
  2. Select Open from the drop-down menu.
  3. Follow the directions to end a drawer for any open drawers.
  4. Install the Greenbits Register on your new iPad.
  5. When installation is complete, open the app and sign in using the same username and password that you use to log in to Back Office.
  6. Tap Replace Existing Device.
  7. Tap the name of the device that you want to replace.
  8. Tap Link Device.
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