3/13/2020: IMPORTANT: Due to the coronavirus (COVID-19), Paladin is offering clients free access to Paladin Pilot for six months. Send all inquiries to Managed Services.

About Paladin Pilot

Paladin Pilot gives clients the ability to login remotely to Paladin terminals in their store using any web browser. For security reasons, each user must use two-step authentication via their mobile phone to log in remotely.

Paladin Pilot uses the same SolarWinds RMM technology that Paladin Support uses to remotely log in to a store’s terminals.

IMPORTANT: Paladin Pilot can only be set up by Managed Services.

Requirements

The client must install and use the FreeOTP app–or another two-factor authentication app, such as Microsoft Authenticator or Google Authenticator–on their Android or iPhone smartphone. These apps provide an extra layer of security protection when access is initiated from a remote location.

An internet connection and a web browser are also required for remote access.

Cost: Paladin

  • Setup cost: None
  • Monthly subscription cost: FREE for six months starting 3/13/2020, due to the coronavirus.
    Normally, $6 per user (not per store)
    Example: If a store designates two employees to have this access, then the monthly cost will be $12.

How to set up Paladin Pilot

This article contains the following steps which must be performed in order.

Step

Procedure

1

Paladin Support: Assign Paladin Pilot set up case to Managed Service

2

Client & Paladin Managed Services: Set up Paladin Pilot for each user

3

Paladin Managed Services: Email the client when the Paladin Pilot is complete for all users.

 

Paladin Support: Assign Paladin Pilot set up case to Managed Services

Paladin Pilot must be set up by a member of Managed Services. Assign all Paladin Pilot setup cases to the Managed Services team.

Client & Paladin Managed Services: Set up Paladin Pilot for each user

Important: The following steps must be performed by the Managed Services team only.

Perform these steps for each Paladin Pilot user.

Create User

  1. Browse to customer level (name is highlighted green).
  2. In the left navigation panel, scroll down, and then go to Administration > User Management > Users.
  3. In the Users pane, click Create User.
  4. In the Create User pane, enter the First Name and Last Name of the user.
  5. In the Login Name box, enter the user’s preferred email.
  6. In the Password box, enter “TempPa$$w0rd” (no quotes; contains the number zero).
    • Note: this password is for the account creation only and should not be shared with the customer
  7. Under the Roles tab, click Assign Roles.
  8. In the Assign Roles pane, click the box next to Take Control Role.
  9. Click Assign.
  10. Click the User Details tab, and then click the User Information
  11. In the Access pane, make sure the Use Two-Factor Authentication checkbox is selected and that the Type is set to Two-Step Verification. Update the settings if needed.
  12. Click Save.

Create Access Group

  1. In the left navigation menu, go to Administration > User Management > Access Groups.
  2. In the Access Groups pane, click Add, and select By Devices.
  3. In the Name box, enter “FirstName LastName Access Group” (no quotes).
    • For example: John Doe Access Group
  4. In the Description box, enter “Access to DeviceName only” (no quotes).
    • For example: Access to Terminal-1 only
  5. Under the Devices tab, click Assign Devices.
  6. Locate the device you want to assign and click the box next to it.
  7. Click Assign.
  8. Click on the Users tab, and then click Assign Users.
  9. Locate the user you want to assign and click the box next to it.
  10. Click Assign.
  11. Click Save.

Client/User: Set up a two-factor authentication app on the client’s smartphone

Two-factor authentication is required and provides additional security protection when for access from a remote location. Ask the customer if they have a two-factor authentication app on their smartphone, such as Microsoft such as Microsoft Authenticator or Google Authenticator. When the user signs in remotely, this app receives an authentication code that the user must enter before they are granted access.

If the client does not have an authentication app, or doesn’t know, you can direct them to install FreeOTP Authtenticator. To install the app, tell the user to do this:

  1. Open the App store (iOS) or Google Play (Android) on the smartphone.
  2. Search for FreeOTP Authenticator.
  3. Install the app.

Client/User: Activate Account and Two-factor Authentication

Ask the customer to do these steps in a web browser:

  1. Go to paladinpos.com.
  2. Enter your Login Name, and then click Did you forget your password?.
  3. In the Email Address box, enter the account login name, and then click Send Me Instructions.
  4. Click OK.
    Note: You should be redirected to rmm.paladinpos.com.
  5. Access the email that you used for the login name and open the message with the subject line Password Reset Request in your inbox.
    • Note: email is from No-Reply (noreply@paladinpos.com)
  6. Click the link in the email to reset password.
    • For example: https://rmm.paladinpos.com/deepLinkAction.do?token=XXXXXXXXXXXX
  7. In the New Password box, create a password and confirm it by typing it a second time.
    Note: The password must be at least 12 characters long and contain at least 1 number, 1 uppercase character, 1 lowercase character, and 1 special character. Your password can not contain words from the English dictionary. Your password can not be based on your username. You cannot repeat any of your previous 3 passwords.
  8. Click Create New Password.
    Note: You should be redirected to rmm.paladinpos.com.
  9. Enter the Login Name and Password, and then click Login.
  10. Perform two-step authentication:
    Note: These steps are written for the FreeOTP authentication app. If the client is using a different authentication app, adapt the steps for that app.

    1. Open the FreeOTP app on your smartphone.
    2. In the FreeOTP app, tap the QR code icon located towards the top of the screen.
      Note: This will access your camera so allow it to do so if a prompt appears.
    3. Hold the phone up to your computer screen to capture (take a picture of) the QR code.
      Note: This will create an account in the FreeOTP app called Solarwinds.
    4. In the FreeOTP app, tap the account called Solarwinds to generate a six-digit passcode.
    5. On the computer, in the Passcode box enter the six-digit code that was generated by the FreeOTP app, and then click Login.
      Note: The six-digit code expires after 30 seconds and will automatically generate another code.
  11. Click Continue.
    Note: You do not need to record the backup codes.
  12. Click Accept.

Client/User: Login to the account.

  1. In a web browser, go to paladinpos.com.
  2. Enter your Login Name and Password, and then click Login.
  3. Open the FreeOTP app/other authentication app on the smartphone and tap the account called Solarwinds to generate a six-digit passcode.
  4. In the web browser, in the Passcode box enter the six-digit code from the FreeOTP app (or other authentication app), and then click Login.

Paladin Managed Services: Email the client when the Paladin Pilot is complete for all users.

After you have set up Paladin Pilot for the store, send the following email and close the case.

Email subject:

Paladin Pilot remote access setup is complete

Email content:

Dear <ENTER-CLIENTS NAME HERE>,

We’ve completed the Paladin Pilot setup process for your store. All users with access have been trained and can now remotely access Paladin terminals remotely from anywhere with an internet connection via a web browser.

Thank you,
Paladin Support

 

 

 

If you have questions or suggestions about this information, contact support@paladinpos.com.