Setup Steps

Account management to confirm the details of the site wanting to onboard with Freedompay iServe all in one

Account manager to confirm if customer is already an existing FreedomPay customer. If not then the customer must onboard with FreedomPay

Account manager to confirm if the customer is using iServe. If not then the site will need to be configured to use iServe

Account manager to confirm the site intended install date

Your Zonal Account Manager will confirm relevant Engineer or Professional Services resource for day of install

Internal Zonal sales orders number for Saas licenses and/or devices

Confirm site uses FPay, to make sure they have a store on the portal Pre-install Account Manager If you do not have a store setup on the Live or UAT portal please contact your Account Manager for assistance

If updates are required to any of the components listed, please contact your Zonal Account Manager to arrange a booked job to facilitate these updates

Upgrades to Aztec will be actioned via Change Request submitted to Zonal Support

Upgrades to ZCF will be actioned via Change Request submitted to Zonal Support

Upgrades to .NET will be actioned via Change Request submitted to Zonal Support

Upgrades to iServe Config will be actioned via Change Request submitted to Zonal Support

• If an existing iServe site and complimenting iPads, additional MOA slots will need created at HO for the All in One iServes to pair to

• If you are a Data Bureau customer please email the Data Bureau specifying the number of MOA slots you need added to your site

If you need assistance adding MOA devices to your venue, please

contact your Zonal Account Manager for guidance

Zonal Account Manager to check iServe Config pin is valid and has not expired. A new PIN and expiry date will be generated if needed ahead of install

If a new auth pin is created in the iServe config app it must be updated on the site level iServe config file. If a new PIN is needed at site level, raise a booked job to have the config file updated

If you manage your own data then follow steps listed to setup and apply new Payment Method. If DB customer, submit relevant request to DB to have Payment method created and applied

If you manage your own data then follow steps listed to setup and apply new Payment Method. If DB customer, submit relevant request to DB to have Payment method created and applied

Confirm that site intended for install meets networking requirements

Confirm that site intended for install meets networking requirements

Zonal Account Manager will raise Change Request with Zonal Support requesting addition of Security Keys & Portal URL to Head Office Environment

A booked job request submitted to the Audit team within Zonal Support will apply enhanced security keys

A booked job request submitted to the Audit team within Zonal Support will apply portal URL

Confirm receipt of devices on site ahead of any install.

Devices are handled under standard P2PE guidelines as with existing FreedomPay PEDs

On the day of install the Zonal Implementer will connect devices to relevant WIFI network

Devices are installed by scanning a pre-prepared QR code that delivers the app to the device

Implementer and site should carry out test transaction on device

Implementer should contact audit team and confirm that device has mapped to correct store, Audit team will need serial number to accomplish this