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Use Case: Set Up an Admin User Account

New users need to configure their accounts before they begin processing transactions or performing other tasks in the Portal. This tutorial will walk you through the steps to access administrator privileges, enable multifactor authentication when logging in, and locate API key information for your account.

Objectives

  • Set up a new account with admin privileges

  • Enable multi-factor authentication for login

  • Locate API keys for your account.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Prerequisite

  • You must have a fully boarded account to perform any of the actions described in this tutorial.

  • You must be a pre-existing Admin user or parent entity.

Warnings

Warnings will provide insight or advice to avoid issues related to risk, visibility, and overall performance of the product during this use case.

Warning: Users can only provision Admin access capabilities for other users if they are an Admin user for the entity you are logged in as, or a user associated with a higher entity, such as Referrer-level users provisioning Merchant Admin access for a Merchant-level user

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: This can also be accomplished when boarding a new Referrer or Merchant. A CREATE LOGIN FOR checkbox will be made available in the Account Setup section of the signup form.

  • When this option is enabled, an Access Template drop-down will appear in the form allowing Merchant Admin Full Access or Referrer Full Access for Admin privileges respectively.

Additional Resources

Set Up Your First Admin User Account

1. Enable Admin Privileges for a User

  • Step 1: Click USERS under Management in the left-hand navigation panel to open the Users page.

  • Step 2: Locate your user name in the Users table by typing the name in the search box in the upper right-hand corner of the page and hitting enter.

  • Step 3: Click the user name to open the User Profile page, then click the PENCIL icon in the upper right-hand corner to edit the User information.

  • Step 4: Click the ROLE field and select the FULL ACCESS role for the level of entity respectively.

  • Step 5: Click the CHECK icon in the upper right corner to update the user’s role to Admin.

2. Enable Multi-Factor Authentication (MFA)

To enable MFA using an authenticator app or text/SMS, follow the applicable steps below:

Click here for steps to enable MFA with an authenticator app.

  • Step 1: When you first log in, you will see the Enroll in MFA lightbox during your login process. Select CONTINUE to begin enabling MFA.

  • Step 2: Click MOBILE APP to select that the MFA login occurs on an authenticator app.

  • Step 3: Download an authenticator app on your phone or mobile device. The recommended apps include the following

    • Microsoft Authenticator

    • Google Authenticator

    • Okta Verify

    • SecurID

  • Step 4: Open the authenticator app and scan the QR code:

Scan the QR code in the image with your chosen authenticator app to continue enabling MFA for your account.

Result: An Enrollment Success message will appear on the page, indicating that MFA is enabled for your account. During future logins, your authenticator app will require that you verify your identity each time you log in to the Portal. You can navigate away from the page.

Click here for steps to enable MFA with text/SMS.

  • Step 1: When you first log in, you will see the Enroll in MFA lightbox during your login process. Select CONTINUE to begin enabling MFA.

  • Step 2: Click TEXT/SMS to select that the MFA login occurs on your phone.

  • Step 3: Verify that your phone number is correct. Click CONFIRM to continue or MODIFY to edit your phone number.

  • Step 4: Once you confirm your phone number, the MFA authenticator will text you with a six-digit code. Enter the code into the prompt that appears on the page and click CONTINUE.

Result: An Enrollment Success message appears on the page, indicating that MFA is enabled for your account. During future logins, you will receive a text message with a verification code that you enter on the login screen each time you log in to the Portal. You can navigate away from the page.

Note: Once you have enabled MFA for your account, you have the option to select “Remember me for up to 30 days, which allows you to log in without the verification for the next 30 days. Use this option if you are not accessing the Portal on a shared device or network.

3. Find your API Key

  • Step 1: Navigate to the API Keys page by clicking SETTINGS in the left-hand navigation panel.

  • Step 2: Click API KEYS in the Business Settings section of the Settings page.

Result: API Keys associated with your account are displayed in the API Keys table. You have the option to copy an API key by clicking the CLIPBOARD icon next to any key entry.

Conclusion

Your Admin account is ready for use. You can adjust additional account parameters in Settings or begin using the Portal.

References

Click the links or items below to access any of the following pages:

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