Chapter 16
Protecting your data and accounts
Customer information and repair history are your shop's assets. There's nothing to do day to day, but please know about these four things.
Backup#
A backup is created automatically once a day (the last 30 days are kept, and older ones are deleted automatically). You can also create one manually with "Back up now" and save it to your computer with "Download". For peace of mind, save a copy locally regularly, for example once a month.
"Deleted tickets" on this screen (on the left on a computer) lists the tickets deleted in the last 30 days. Press "Restore" to bring back just that ticket, with its photos and timeline, as it was before you deleted it (other tickets are not rolled back). Right after deleting, you can also use "Undo" at the top of the repair list. After 30 days they are permanently deleted.
Note"Restore" overwrites all of your shop's data with the contents from that point (the state before restoring is also backed up automatically). Issued invoices and receipts, records of card payments and refunds, and POS sales (including returns and voids), checks, closes and cash in / out are kept, including ones made after that point. Stock counts and payment records go back to the contents of the backup. Only shop admins can restore, delete or download backups. On staff accounts, the backup screen only shows the list and "Back up now" (staff can also use "Restore" under "Deleted tickets").
Users#
You can give each staff member their own login account. Use "Add user" to enter a username, email address (optional), initial password (8 characters or more) and role. They can log in with either their email address or username. Users here are separate from the staff list used at check-in ("Staff" in Settings).
- Role
- There are two roles: "Staff" and "Shop admin". Only shop admins can manage users, plan and billing, and two-step verification; restore, delete or download backups; use "Refund" and cancel payment records on tickets; use "Record a return" and "Void sale" in POS; set up online card payments; and use "Record reason and mark picked up". Roles are saved the moment you choose one from the dropdown
- Reset password
- If a staff member forgets their password, set a new one here
- Deactivate
- Use "Deactivate" to stop former staff from logging in. Users can't be deleted (so that records are kept). The last shop admin can't be deactivated
- User limits
- Active users: 1 on Free, 3 on Standard, unlimited on Pro
Plan & billing#
Shows your current plan, the days left in your free trial, and your next payment date and amount. Sign up for a plan with "Subscribe monthly" or "Pay yearly (2 months free)"; payment is by credit card. Change your card or plan, or cancel, from "Manage billing".
If a payment couldn't be confirmed, "Plan & billing" in the side menu gets a red badge and "Check or update card" appears on the screen. Any referral rewards are deducted from your upcoming payments.
Connections and data storage#
All connections are encrypted (HTTPS), and data is stored separately for each shop. Secrets and access tokens for connected services are stored encrypted.
Can't find what you need?
Send us your question through the contact form or by email. If you already use Repair Karte, you can also ask from the chat button at the bottom right of the app.