Player & Employee Tracking - Overview

The Player & Employee Tracking module provides a comprehensive solution for creating, managing, and tracking all users within your venue's CardOpz web platform. This module handles both patron accounts and employee accounts through separate interfaces, ensuring proper data management, regulatory compliance, and operational efficiency.

What It Does

The User Management module serves as the central system for managing all users within your CardOpz environment. It provides tools for maintaining accurate customer records, managing employee accounts, controlling system access, and ensuring data integrity. The module separates functionality between patron management and employee management to provide specialized tools for each user type.

Who It's For

Casino managers, registration staff, compliance officers, system administrators, HR personnel, and security teams who need to efficiently manage either customer information or employee access while ensuring data accuracy, regulatory compliance, and appropriate system security.

Key Features

• Comprehensive user profile management for both patrons and employees

• Role-based security controls for system access

• Self-registration and verification workflows for patrons

• Duplicate account detection and resolution

• Visit history tracking for patrons

• Player status monitoring and management

• Employee role assignment and permission control

Module Navigation

User Management functionality is accessed through the gold Users icon in the left navigation panel. This section branches into two primary components:

• Patron Management - Tools for managing customer accounts

• Employee Management - Tools for managing staff accounts and system access

Understanding the User Management Structure

The User Management module is organized into two distinct but related components:

1. Patron Management

Focused on customer relationship management:

• Maintaining accurate player profiles

• Processing self-registrations through SMS verification

• Identifying and merging duplicate accounts

• Tracking player visits and gaming status

• Managing player time balances and membership information

2. Employee Management

Focused on staff access and security:

• Viewing and managing employee records

• Assigning appropriate roles

• Managing employee RFID cards

• Maintaining accurate employee information

Module Components

Primary Components

• Patron Management - Your central hub for all player-related management

• Employee Management - Your central hub for all staff-related management

Patron Management Subcomponents

• Patron List - Main interface for viewing and managing all patron profiles

• SMS Registration - Tools for verifying self-registered patrons

• Merging Duplicates - System for resolving duplicate patron accounts

Key Module Relationships

The User Management module connects with other CardOpz components:

• Tournament Management - Player participation in events

• Floor Management - Staff assignments and patron seating

• Reports & Analytics - User activity analysis and reporting

• Time Management - Player time tracking and usage

• Global Settings - Venue-wide configuration options

Security and Data Management

The User Management module implements several security measures:

• New user accounts can only be created in the CardOpz desktop application

• Sensitive user data is protected according to privacy regulations

• Role-based access controls limit system functionality based on user roles & permissions

• Data exports are restricted to authorized personnel

• Verification processes from SMS account sign up's ensure accurate patron identification

The module provides comprehensive tools for managing all individuals who interact with your CardOpz system, whether they're patrons enjoying your venue's services or employees providing those services. The separation between patron and employee management ensures appropriate tools and security measures for each user type while maintaining consistent data quality and system integrity.