Customer Admin Guide

Content

NCR Atleos's Customer Portal gives you immediate access to account information and the ability to transact digitally with NCR Atleos.

Managing Your Profile

Access your profile page by clicking on your name in the top right of the page.

Within your profile page, you will see the following tabs:

Profile, Customers, Group Permissions, and Applications.

Profile Tab

Edit your profile details by clicking Edit User Profile, making changes, and clicking Save. You can also change your password anytime via Change Password.

Customers Tab

Shows a list of NCR Atleos Master Customer Numbers (MCNs) you are linked to and can access.

Group Permissions Tab

Allows you to enable or disable access to certain portal features. Click Edit, adjust the radio buttons, then click Save.

Applications Tab

Displays available applications and those that can be added or requested. Applications labeled Request Access require NCR Atleos approval, while Add App items can be accessed immediately once added.

User Creation

The Customer Administrator manages user creation, permissions, and account enabling/disabling.

Creating a New User

From the homepage, go to Manage Users by clicking the Expand button or anywhere inside the mint portlet.

Click the Create New User button.

Fill out the form for the new user. Ensure the email isn’t already used. Click Continue.

NOTE: Under “Select User Role”, choose either Customer Admin (full portal access) or Customer User (limited access).

Assign a username (6+ alphanumeric characters, 1+ number, no special symbols).

NOTE: The username cannot be changed later.

Next, link the user to their required NCR Atleos accounts — Customer, Entity, or Enterprise level.

Customer	Relates to specific NCR Atleos Master Customer Numbers (MCNs).
Entity	Groups multiple MCNs together.
Enterprise	Includes all MCNs and Entities for the organization.

NOTE: Each organization may have different MCN or Entity counts depending on structure.

Toggle UNLINKED to LINKED to connect users at the desired level.

Grant permissions under Assign Groups and Permissions (Invoices, Invoice Disputes, Orders). By default, these are “No” for users.

NOTE: Customer Admins have all permissions set to “Yes” by default but can modify them later.

Optionally, request application access for relevant apps tied to the linked MCN(s).

Once complete, click Save.

The new user will receive an automated email with credentials and a 72-hour temporary password.

NOTE: If the user doesn’t activate within 72 hours, re-enable their account by sending a new temporary password.

Searching, Editing, Managing & Cloning Users

Search Users: Search across all fields.
Advanced Search: Access more detailed search filters.

Click a username to view and edit user details, permissions, or linked customers.

Edit Profile
Link/Unlink Customers
Manage Permissions
Manage Applications
Enable/Disable User
Reset Password

Cloning a User

Search for a user to clone, check the box next to their name, and click Clone User.

Edit the fields in the clone popup and click Continue.

NOTE: You cannot modify User Role, MCN Linkage, or Partner Status when cloning. Use Create New User if these need changes.

Finalize details and click Save.

Enabling/Disabling Users

Admins can enable or disable users manually. Accounts also auto-disable if:

All MCN linkages are removed
The account is inactive for 180 days
The user fails to activate within 72 hours after creation

Select a user and click the Enable/Disable button, or open their profile to do so directly.

NOTE: Only one user can be enabled/disabled at a time.

Pulling a User List for a Customer

Search for a customer on the Manage Customers page and click the linked MCN to open its profile.

Under the Users tab, click Download and select your preferred file type.

NOTE: Customers with teal “LINKED” toggles are connected to that user.

For NCR Atleos Internal Users

This section is specifically for NCR Atleos employees who need to link themselves within the MyNCR platform. Internal users follow a slightly different process from customers.

Linking Yourself to a Master Customer Number (MCN)

Internal users can manage their own customer linkages through the My Customers button located in the top-right section of the MyNCR homepage.

When the My Customers window opens, first use the search bar at the top to locate the specific Master Customer Number (MCN) you need.

After finding it, expand the MCN by clicking the arrow on its right, then toggle it to LINKED to connect yourself.

NOTE: Internal users do not require admin approval for linking themselves to MCNs, but each linkage should only be made when necessary for legitimate business access.

Once linked, the associated customer information and applications will automatically appear under your Customers and Applications tabs.