The User Account Information page contains details about your account, including your login information, saved information and contact details for your business, and information about business owners and bank accounts. On this page, you can change your password, edit bank account details, and control several other key aspects of your account.
To access the User Account Information page:
Click Settings in the left navigation panel.
Click User Account Information in the User Settings section of the Settings page.
The User Account Information page is divided into tabs that contain information about specific aspects of your business profile. To view a tab, click the tab name on the left side of the page.
Tip
You can also access specific tabs of the User Account Information via the following Settings links: Ownership Information, or Account Information.
Login Tab
The Login tab allows you to change how you log in, including changing your password or enabling single sign-on. You can also add IP addresses to a whitelist or blacklist to control who can log in to your account. The Login tab includes the following editable details:
First Name: Your first name.
Last Name: Your last name.
Address: The street address portion of your mailing address.
Address 2: The suite number or other information associated with your address.
City: The city portion of your mailing address.
State: The state portion of your mailing address.
Note
This field is set as Province for users in Canada.
Zip: The zip code portion of your address.
Note
This field is set as Postal Code for users in Canada.
Country: The country portion of your mailing address.
ID: The Payrix Pro-generated ID number associated with your account.
Email: Your email address.
Phone: Your phone number.
Fax: Your fax number.
Status: The status of your account: Active, or Inactive.
User Name: Your user name, which you use to log in to the Payrix Pro portal.
Password: Your password, which you use to log in to the Payrix Pro portal.
Enable Single Sign-On
To enable single sign-on:
Click the ENABLE SINGLE SIGN-ON button to open the One Login page.
Enter your Username and Password to continue.
Follow the prompts to enable single sign-on to your account or discard your changes and return to the Login tab by clicking the back button in your browser window.
Note
Single sign-on (SSO) is an authentication system that allows you to log in with a single ID to any of several related websites.
Login Tab IP Address Listings
The bottom of the Login tab contains IP addresses that you have either whitelisted or blacklisted, to control who can log in to your account, and allows you to add a new IP address to either list.
Important!
Adding an IP address to the blacklist may restrict your access to API and Portal resources. If you are connected from the same IP address that you add to the blacklist, you will be disconnected from the Portal and any API sessions.
The IP addresses are displayed in tables for both the whitelist and blacklist, including the following information:
Start: The date that the IP address was added to the list.
Finish: The last date that the IP address will be included on the list.
Status: The status of the IP address: Active or Inactive.
Login Tab IP Address Listings Section Actions
The Login Tab IP Address Listings section supports adding a new IP address and removing a saved IP address.
To add a new IP address to a list:
Click the ADD NEW IP ADDRESS button located in the top right corner of either the Whitelist section or the Blacklist section.
The Add New IP Address dialog will open on the page.Enter the required information.
Click ADD NEW IP ADDRESS to save the address.
To remove a saved IP address from a list:
Click the X icon on the right side of the page to open the Delete IP Address dialog.
Click DELETE to remove the IP address.
Business Tab
The Business tab contains editable details about your business, including the following information:
Legal Business Name: The legal name of the business.
Tax ID Number (TIN): The business’s tax identification number.
Type: The type of business. Choose from the following: Sole Proprietor Corp LLC Partner Nonprofit Gov.
Email: The business’s email address.
Phone: The business’s phone number.
Customer Service Phone: The phone number used to reach the business’s customer service department.
Fax: The business fax number.
Address: The street address portion of the business mailing address.
Address 2: The suite number or other information associated with the business address.
City: The city portion of the business mailing address.
State: The state portion of the business mailing address.
Note
This field is set as Province for users in Canada.
Zip: The zip code portion of the business mailing address.
Note
This field is set as Postal Code for users in Canada.
Country: The country portion of the business mailing address.
Custom Description: A description of your business.
Website: The URL for your business’s website.
Owner Tab
The Owner tab contains editable details about the owner of the business, including the following information:
First Name: The owner’s first name.
Last Name: The owner’s last name.
Email: The owner’s email address.
Phone: The owner’s phone number.
Fax: The owner’s fax number.
Address: The street address portion of the owner’s mailing address.
Address 2: The suite number or other information associated with the owner’s address.
City: The city portion of the owner’s mailing address.
State: The state portion of the owner’s mailing address.
Note
This field is set as Province for users in Canada.
Zip: The zip code portion of the owner’s address.
Note
This field is set as Postal Code for users in Canada.
Country: The country portion of the owner’s mailing address.
Account Tab
The Account tab contains editable details about your account, including the following information:
Merchant ID: The ID number associated with your account.
Entity ID: The ID number associated with the account entity.
Created: The date that the account was created.
Login Name: The login name associated with the account.
Date Boarded: The date that your merchant account was boarded.
Boarding Status: The status of your boarding.
Amex: Indicates that your website accepts Amex.
Discover: Indicates that your website accepts Discover.
Merchant Category Code: The category code for the type of merchant business.
Status: The status of the account: Active, Inactive, or Held.
T&C Version: The version of the terms and conditions applied to the account.
T&C Date Accepted: The date that the terms and conditions were accepted.
T&C Time Accepted: The time of day that the terms and conditions were accepted.
T&C IP Accepted: The IP address from which the terms and conditions were accepted.
Banking Tab
The Banking tab supports adding a new bank account, editing bank account details, or designating a primary bank account. The table displays all verified and pending bank accounts associated with your account, which includes the following information:
Name: The name of the bank account.
Primary Bank Account: Indicates whether this bank account is the primary account. If it is the primary account, a checkmark is displayed in this column.
Routing Number: The routing number for the bank account. For security, only the last 4 digits are shown.
Account Number: The account number for the bank account. For security, only the last 4 digits are shown.
Plaid: Indicates whether the bank account is connected to Plaid.
Bank Account Pending Change Requests
Any pending bank account change requests associated with the Merchant are shown in the Pending Change Requests section, located below the Bank Accounts table. The pending change requests are listed in a table, which includes the following fields:
ID: The unique identifier associated with the change request.
Fields: The fields that are requested to be changed.
New Value: The updated field values.
Date: The date that the change request was made.
Status: The review status of the change request.
To approve or deny pending change requests, access the Change Requests tab on the Risk Management page.
Banking Tab Actions
The Banking tab supports the following actions:
Important!
Manual updates or new accounts require supporting documentation and remain inactive for up to five business days until validated.
Changes to your primary accounts take effect immediately.
Change Requests
The Change Requests tab displays a list of any changes requested to your account, including the following information:
Fields: Indicates the User Account information fields changed in the request.
New Value: Indicates the type of change requested.
Date: The date that the request was placed.
Status: The status of the request.
Show More Tabs
Click the SHOW MORE tab to access additional details about your Payrix Pro account including the resources described below.
Work Flows: A table of any workflows associated with your account.
Terminals: A table of any card terminals associated with your account. You can also add a new terminal in this tab.
Related Pages:
Click the items on the page or the links below to access any of the following pages: