Users (User Manager)
The User Manager allows admin users to add users, delete users, reset passwords, and control user permissions. To access the User Manager page, click on ‘Settings’ from the side menu bar, then select ‘Users’ from the drop down menu.
The master (primary) account of has access to all aspects of the Merchant Console including creating a new user, deleting users, assigning user rights and console permissions, and restricting IP Access.
Please Note: While it is possible to have more than one Master Account, we recommend that you maintain only one and create separate accounts for other users that do not include all of the privileges of the Master Account.
Create a New User
To create a brand new user, click located at the top right-hand side of your User Manager page.
On the ‘New User’ pop up window, you will be asked to enter the following information on the ‘User Info’ tab:
Username: The username must contain only letters, numbers, and underscores. It also must between 5 and 32 characters.
Email Address: The email address of the account user. This field is optional.
Password: The password must contain a minimum of 8 characters. Please Note: All users must reset their passwords every 90 days.
Start page: This will be the first page the user sees when they login. Choose from the following pages on the drop down menu: New Order, Simple Charge, Refund, Open Refund, Voice Auth, Customer Database, Product Database, Batch Manager, Queued Transactions, Check Manager or Upload Manager.
Allowed IP address(es): When adding a new user, you can enter specific IP addresses from which the user can access the system and conduct transactions. To allow a user to access the system from any IP address, leave the space empty.
Once you have entered all the user’s information, continue to the General Settings tab.
This tab allows you to enable or disable the following settings:
Master Account: Turning this ON grants the access to ALL settings and permissions. When this is OFF the Console Permissions tab will appear. This tab will allow you to give users permission to view, manage, or use specific sections of the merchant console.
Allow Password Change: Turning this ON give users permission to change their password. All users must change their passwords once every 90 days. If you do not give a user permission to change their password, they will still be able to change their password if it has expired.
External Software: Turning this ON will allow the user to login to the mobile application from iOS and Android devices.
Two Factor Security This will allow you to set the default Two Factor Authentication level for a new user. After the user is created, their Two Factor settings will be exclusively managed by them in their User Settings.
These security levels are:
- Low: Allow Registering Computer
- Medium: Allow Registering Computer and IP
- High: Require two factor on every login
For further information, follow the link in the Two Factor Authentication section below.
To enable a setting, switch the button to . To disable a setting, switch the button to .
Click once you are done configuring the General Settings for the new user. If you have chosen to disable the ‘Master Account’ option, continue to Console Permissions.
For example, as shown in the image below, you can choose different functions of the Transaction section. Check the function(s) you would like the user to have access to.
You may also select different categories within each function by turning the Advance Permission .
The ‘Advance Permissions’ button is located at the top right side of the Console Permissions table.
Check the subcategories you want to give the user permission to use.
Once you are done configuring all settings, click . You will be taken back to your User Manager page, and the new user will be in your user list. Give the user the username and password you created for them. When they login the first time the system will automatically have them reset the password to one of their choosing.
Multi-Merchant User Settings
Note: Only Master Multi-Merchant users will have access to this tab for each user.
This tab allows you to edit the multi-merchant settings for the user. There are two settings, "Default" and "Access".
- Default: This setting determines which account will be the users default account. Once they login, they will begin on this account every time unless the default account is changed. To change the default account, simply click the radio button of the desired account, this will become the default.
- Access: This setting controls access to all of the threaded accounts for each user. To enable or disable access, simply click the checkbox of the desired account. If the box is checked, the user will have access to that account, but if it is unchecked they will not be able to explore into that account.
Once you have made your choice, click either "Apply" or "Save".
Users with the correct permissions can edit a user’s information or settings using one of the following methods: By clicking on the user from the User Manager page OR By right-clicking on the user from the User Manager page, and selecting ‘Edit’. Both methods result in the same outcome.
Click once you are done editing the user’s information and settings.
Reset User Password
A user with a Master Account can send a Password Reset link to a user at any time. The user is emailed a Password Reset link to change and set their new password.
Please Note: Sending a Password Reset link will temporary lock the user's password until the user sets a new password, using the Password Reset link sent to their email. The link is valid for 24 hours.
To initiate the process of sending the Reset Password Link right-click on the user from the User Manager page, and selecting Change Password OR By clicking on the user from the User Manager page, and selecting Change Password on the User info tab, both take you to the "Reset Password Page" where you will be able to send the Password Reset Link.
The Reset Password pop up window, as shown in the image below, will appear.
Email: The email associated with the user profile will be the only recipient of the Password Reset link once the Send Reset Password Link button is clicked. The User's email can be modified before sending the Password Reset link by clicking in the email field and entering a new valid email. If the email is modified, the user profile will automatically default to the new email.
2FA: Two-Factor Authentication is enabled and the Minimum Security Level is set to Low by default. By disabling 2FA, you are disabling the user's ability to request password reset via the "Send New Password" link found on the login page. For more information on Two Factor, please see the link in the Two Factor Authentication section.
Click when you are ready to send the Reset Password Link. You will the be taken back to the User Manager page.
Due to VISA and MasterCard’s regulations, all account passwords must conform to the following guidelines:
- Must be at least 8 characters long.
- Must include at least one letter and one number.
- Cannot be the same as any of the previous 4 passwords used.
- Must be changed at least once every 90 days.
From your User Manager page, right-click on the user you wish to delete then select ‘Delete’.
A pop up window will appear to confirm the deletion. Click to continue.
To cancel the deleting the user, click
Please Note: Master Users cannot be deleted. To remove a master user, another master user must demote them in General Settings and then delete the user
Two Factor Authentication
You can also set up two factor authentication for your user. For more information about how to set up two factor authentication, click here.