Table of Contents
User Management
In this section we will learn to create and manage user accounts.
Users
Filter:
| Users Settings and Permissions | Definition |
|---|---|
| Username | Unique user account |
| User email address | |
| Allow Payment Pages | Permission to access templates available for Payment Page |
| Allow Terminal Setup | Permission to configure and setup terminal |
| Allow Refund | Permission to process refunds |
| Allow Virtual Terminal | Permission to process payments on Virtual Terminal |
| Allow CHP on Virtual Terminal | Permission to process payments on Virtual Terminal using CHP methods. To be able to see this option, you user needs to have associated at least one Terminal. This terminal must be CHP enabled and its acquirer should also allow this feature. Contact our support team for more details. |
| Allow Users Setup | Permission to create new user |
| Allow Open Batch | Access to transactions that haven't been settled |
| Allow Closed Batch | Access to settled transactions |
| Allow Bulk Payments | Allows to process multiple transactions at once |
| Allow Billing | Access to billing section |
| Allow Secure Tokens Storage | Permission to store cards |
| Allow Subscriptions | Permission to process subscriptions |
| Allow Dashboard | Visualise statistics payments |
| Allow ACH Transactions | Automated Clearing House - available only in the US |
Allow Processing Terminals
| Allow Processing Terminals | Definition |
|---|---|
| Processing Terminals | Select terminals that would be available for each user |
Allow Routing Terminals
| Routing Terminals | Definition |
|---|---|
| Select All | Contact Support Team to check if this feature is available for you. |
One Time Password Resetting
When necessary, it's possible to send a new password reset link for users using the Resend welcome e-mail option, as seen in the image below.
This action will send a 30 minute once valid link so the user can just enter a new password. Once used, the link only works as a “Forgot my Password” link, triggering more requests for a new password.