You can view or edit a user's account from the main User Administration page.
To open a user's account, click on the user's hyperlinked name. Deleted users are not listed.
Note: The availability of some of the options listed below varies by user role.
The following options are available on the user's profile page:
Reset the user's secret answer
Edit the user's profile information
The user's basic account and personal information is shown at the top of the page and includes the user's first and last name, Login ID, User Role, Title, Telephone Number, Email Address, User Status, and the dates the user account was activated and created.
Profile and Security Settings
This section allows you to reset the user's secret answer and password, as well as edit the user's profile information and email settings.
You may need to reset the user's secret answer or password if they are forgotten, or as a routine security update.
Note: Account Contacts cannot access the Merchant Interface and therefore do not have a secret answer or password.
Step 1: Click Reset Secret Answer. A message window appears asking if you would like to continue.
Step 2: Click OK to continue or click Cancel to cancel the action.
Step 3: Make note of the Temporary Secret Answer.
IMPORTANT: The Temporary Secret Answer is not automatically sent to the user. You are responsible to advise the user of the Temporary Secret Answer in a secure manner. At the next login, the user will be required to change the secret answer.
Step 4: Click Continue. The user's secret answer is now reset.
Step 1: Click Reset User Password. A message window opens, asking if you would like to continue.
Step 2: Click OK to continue or click Cancel to cancel the action.
Step 3: Make note of the Temporary Password.
IMPORTANT: The Temporary Password is not automatically sent to the user. You are responsible to advise the user of the Temporary Password in a secure manner. At the next login, the user will be required to change the password.
Step 4: Click Continue. The password is now reset.
Step 1: Click Edit Profile Information.
Step 2: Edit the user's First Name, Last Name, Title, Phone Number, Extension, and Email Address(es) as necessary.
Step 3: If applicable, click the check boxes to select the payment gateway email types you would like the user to receive. Email types left unselected will not be sent to the user.
Step 4: Click Submit to update the user's profile or click Cancel to cancel the action.
User Permissions
This section displays the default permissions associated with the user role and their current configuration. Permissions display as either enabled or disabled according to the symbols shown in the Permissions Key. For more information about the permissions associated with each user role, please see the User Role Definitions topic.
Step 1: Click Edit Permissions.
Step 2: If necessary, select a new user role from the User Role drop-down list. The default user permissions associated with the selected user role are automatically listed and enabled.
Step 3: Click to clear the check boxes next to the user permissions that should not be enabled for the user.
Note: By default, Account Owners have all permissions enabled for their user account. These permissions may not be customized. If you are a Card Present merchant, only Account Owners, Account Administrators, and Transaction Managers will be allowed to log on to Virtual Point of Sale (VPoS). To log on successfully, these users must have the appropriate permissions to create charge and refund transactions.
Step 4: Enter the secret answer to the secret question for your user account. If you do not know or remember your secret answer, contact your Account Owner.
Step 5: Click Submit to continue or click Cancel to cancel the action. The user's profile page reappears, with the updated permissions and/or user role.