You need to configure your new user account before you begin processing transactions or performing other tasks in the portal. This tutorial shows you how to access administrator privileges, enable multifactor authentication (MFA) when logging in, and locate API keys for your account.
Audience: Partner, Merchant
Set Up Your First Admin User Account
Complete all steps in the following sections to set up a new account with admin privileges.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Be a pre-existing Admin user or parent entity. For more information about Admin user roles and access capabilities, see User Roles.
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.
Enable Admin Privileges for a User
Click USERS under Management in the left navigation panel to open the Users page.
Locate your username in the Users table by entering the name in the search box in the upper-right corner of the page and pressing Enter.
Click the username to open the User Profile page, then click the PENCIL icon in the upper-right corner to edit the user information.
Click the ROLE field and select the FULL ACCESS role for the level of entity, respectively.
Click the CHECK icon in the upper-right corner to update the user’s role to Admin.
Tip
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.
Enable Multifactor Authentication (MFA)
To enable MFA using an authenticator app or text/SMS, complete the steps in one of the following sections.
Enroll with an Authenticator App
When you first log in, you will see the Enroll in MFA dialog during your login process. Select CONTINUE to begin enabling MFA.
Click MOBILE APP to enable MFA login on an authenticator app.
Download an authenticator app on your phone or mobile device. The recommended apps include the following:
Microsoft Authenticator
Google Authenticator
Okta Verify
SecurID
Open the authenticator app and scan the QR code.
Enter the six-digit code that’s displayed in the authenticator app.
An Enrollment Success message appears 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.
Enroll with SMS
When you first log in, you will see the Enroll in MFA dialog during your login process. Select CONTINUE to begin enabling MFA.
Click TEXT/SMS to enable MFA login on your phone.
Verify that your phone number is correct. Click CONFIRM to continue or MODIFY to edit your phone number.
After 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.
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
When you have MFA enabled 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’re not accessing the portal on a shared device or network.
Find your API Key
Navigate to the API Keys page by clicking SETTINGS in the left navigation panel.
Click API KEYS in the Business Settings section of the Settings page.
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.
Result: Your Admin account is ready for use. You can adjust additional account parameters in Settings or begin using the portal.