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Set Up an Admin User Account

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You must configure your new user account before you begin processing transactions or performing other tasks in the Portal. This article explains how to enable administrator privileges, enroll in multifactor authentication (MFA) when logging in, and locate API keys for your account.

Important!

You can provision Admin access capabilities for other users only if you’re an Admin user for the entity you’re logged in as or if you’re a user associated with a higher entity. For example, a partner-level user can provision merchant Admin access for a merchant-level user. For more information about Admin user roles and access capabilities, see User Roles.

Enable Admin Privileges for a User

To enable Admin privileges for another user:

  1. Click Users under Management in the left navigation panel to open the Users page.

  2. Enter the username in the search box in the upper-right corner of the page and press Enter.

  3. Click the username to open the User Profile page, then click the Pencil icon in the upper-right corner to edit the user information.

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

  5. Click the Checkmark icon in the upper-right corner to update the user’s role to Admin.

You can also set up Admin user accounts for merchants during onboarding. A CREATE LOGIN FOR checkbox is available in the Account Setup section of the signup form. When this option is enabled, an Access Template dropdown menu appears in the form to allow Merchant Admin Full Access for Admin privileges.

Enroll in Multifactor Authentication (MFA)

You can enroll in and enable MFA using an authenticator app or text message. For more information, see Set Up Multifactor Authentication (MFA).

Find your API Key

To find your API key:

  1. Click Settings in the left navigation panel.

  2. In the Business Settings section of the Settings page, click Api Keys.

  3. API Keys associated with your account are displayed in the API Keys table.

  4. (Optional) Click the Clipboard icon next to any API key entry to copy it to your clipboard.

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