User Profile

User Profile Information Banner

The User Profile information banner is located at the top of the page and displays the User’s name. In the information banner, you can perform the following actions:

• Click Refresh in the top right corner of the page to refresh the page to view any updates to the user’s profile.

• Click the Door to log in as the user.

User Profile Information Panel

The User Profile information panel contains editable information about the user. The panel is organized in multiple tabs, located on the left side. The sections of this page cover descriptions of the contents of each of the tabs.

User Tab

The User tab contains editable information about the user and allows you to add whitelisted or blacklisted IP addresses to the user’s profile. The top of the User tab contains the following information:

• ID: The Payrix Pro-generated ID of the user’s account.

• Created: The date that the user account was created.

• Parent Login ID: The Payrix Pro-generated ID of the parent user.

• Division ID: The Payrix Pro-generated ID of the division assigned to the user.

• Username: The Payrix Pro username of the user.

• Password: The user's password.

• Role: The role assigned to the user. Choose from the following: Referrer Full Access, Referrer View Only, Merchant Admin Full Access, Merchant Admin View Only, Merchant Full Access, Merchant View Only, or Add a Template.

• First Name: The user’s first name.

• Middle: The user’s middle name.

• Last Name: The user’s last name.

• Portal Access: Indicates whether the user has portal access. Choose from Yes or No.

• Login As Access: Allows the user to log in at a different user access level.

• Multifactor Authentication Enabled: Indicates whether the user has multifactor authentication enabled. Choose from Yes or No.

• Customize Dynamic Dashboard: Indicated whether the user can customize the dynamic dashboard. Choose from Yes or No.

• Address: The user’s street address portion of the mailing address.

• Address 2: The suite number or other information included in the street portion of the user’s mailing address.

• City: The city portion of the user’s mailing address.

• State: The state portion of the user’s mailing address.

• Zip: The zip code portion of the user’s mailing address.

• Country: The country portion of the user’s mailing address.

• Email: The user’s email address.

• Phone: The user’s phone number.

• Status: The user’s status. Choose from Active or Inactive.

• API Roles: The API Roles associated with the user. Choose from the following: Entity, Referrer, Merchant, Create merchant, Fund reserve handling, Fee, Merchant Flow, Assessment View, Division Access, Division.

• Multifactor Authentication Type: Specifies the method used for verifying identity through multiple authentication factors.

• Hide Refund Button: Specifies whether or not the Refund button is hidden from this user.

To edit information in the User tab:

1. Click the Pencil icon in the upper right corner of the page.

2. Edit the information in the page.

3. Save your edits by clicking the Checkmark, or revert to the previous version and discard your edits by clicking the X.

IP Address Whitelist and Blacklist

Below the User information fields, you can view IP addresses associated with the user account, as well as add new IP addresses to whitelist or blacklist categories. Both categories contain a table with the following information:

• Start: The date that the IP address was added to the User Profile.

• Finish: The date that the IP address will cease to be whitelisted or blacklisted.

• Status: The status of the IP address: Active or Inactive.

To add a new IP address to the user profile:

1. Click ADD NEW IP ADDRESS in either the whitelist or blacklist category to open the Add New IP Address dialog in the page.

2. Enter information about the IP address into the dialog.

3. To save the information and add the IP address, click Create.

Work Flow Tab

The Work Flow tab contains a table of workflows associated with the user, including the following information:

• ID: The Payrix Pro-generated ID associated with the workflow.

• Trigger: The type of event that triggers the workflow:

  • Create: Creating any kind of transactions, like refunds or disbursements.

  • Low: Triggers an action based on a minimum threshold transaction set by the owner or Partner.

  • High: Triggers an action based on a transaction limit threshold.

  • Board: Any action having to do with boarding a merchant.

• Origin: The point of origination for triggering the workflow.

Workflow Tab Actions

The Workflow tab supports the following actions: add a new workflow, disable a workflow, and enable a workflow.

To add a new workflow to the User Profile page:

1. Click ADD WORKFLOW in the upper right corner of the panel to open the Add New Workflow dialog in the page.

2. Select the type of event that will trigger the workflow.

3. To save the workflow, click Add.

To disable a workflow from the User Profile:

1. Click the three-dot icon on the right side of the row of the specific workflow, then click Disable to open the Disable Division Workflow dialog.

2. Enter your First and Last Name into the field.

   Note

   When you disable a workflow, an email is sent to risk to alert of the change.

3. Remove the workflow by clicking Disable in the dialog or cancel by clicking Cancel.

To enable a workflow from the User Profile, click the three-dot icon on the right side of the row of the specific workflow, then click Enable.

Role Tab

After setting a user’s Default User Roles, complete the following steps to set a user's Custom User Roles for additional refined user access:

1. Review each role category and click the checkbox to enable each user role.

2. Once enabled, click the arrow next to each role resource to reveal the Detailed Permissions.

3. Click the checkbox next to each Detailed Permission desired.

4. Repeat steps 1 through 5 for each user role you need to assign.

   Tip

   Click the Advanced button to reveal the Advanced Access Template Customization dialog. Use this dialog to quickly assign or remove user roles by Detailed Permission, rather than manually reviewing and enabling them by role category. This is especially useful when a user requires extensive user roles and permissions as opposed to a user that requires minimal access.

5. Click Update when finished to complete the process.

For more information about user roles, visit the User Roles page.

Teams Tab

The Teams tab allows you to control whether the user has access to a specific team found on your Teams page.

To add a user to an existing team:

1. Click the Plus icon next to Enrolled Teams on the Teams tab.

2. Select the team from the Select Team dropdown menu.

3. Select the user's access level from the Allow Access dropdown menu. The team will now appear in the Teams tab below the two dropdown menus.

To remove a user from an existing team:

1. Click the X in the upper right corner of the team listing to open the Remove Team dialog.

2. Click REMOVE to confirm deleting the user from the team.

Invoice Settings Tab

The Invoice Settings tab allows you to control invoices associated with the user's account.

To add Invoice Details to the user profile:

1. Click the Pencil icon to edit the page.

2. Enter the information in the required fields.

3. Save your changes by clicking the Checkmark or click the X to discard changes.