Users

Users Information Banner

View the total number of users and the number of active and inactive users in the Users Information Banner located at the top of the Users page.

Add New Users

To add a new user:

1. Click the ADD USERS button in the upper right corner of the page to open the Add Users lightbox.

2. Select the user role. See the User Roles section of this page for descriptions of user roles.

3. Enter the required information about the new user.

4. (Optional): To use a saved Access Template, click TEMPLATE to open the Access Templates page.

5. Click ADD USER to create a new user record.

User Roles

The following roles are available to select when adding a new user:

• Merchant Admin Full Access: View, edit, and manage any associated merchant accounts. View, edit, and manage sub-merchant accounts.

• Merchant Admin View Only: View any associated merchant accounts. View any sub-merchant accounts.

• Merchant Full Access: View, edit, and manage any associated merchant accounts.

• Merchant View Only: View only the merchant account(s) they are associated with.

Users Table

Locate information about individual users in the main table on the Users page. Individual users are listed by row. The default view includes the following columns:

• Username: The username associated with the user.

• Name: The first and last names of the user.

• Email: The email address associated with the user account.

• Status: The status of the user account: Active or Inactive.

• Main Role: The main role assigned to the user: Referrer or Merchant.

• Last Login: The date and time that the user last logged in to their account.

• Arrow Icon: Click on the grey triangle in any row to view additional details for a specific user or click on the grey triangle in the table header to view additional details for all entries.

Users Table Actions

You can perform the following actions with the Users table:

• Load more rows to the table by clicking SHOW MORE RESULTS.

• View more details about a specific user by clicking any line in the table to expand the row.

• Edit user information by clicking the information for any user to open the User Profile page.

User Data

• Username

• Name

• Email

• Status

• Main Role

• Last Login

• ID

• Created

• Phone

• Address

• Created by

• Date Modified

• Modified By

• Last Name

• Login ID

• Fax

• Country

• Zip

• State

• City

• Confirmed

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 ICON 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 of the panel. 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 user account ID number.

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

• Parent Login ID: The parent user ID number.

• Division ID: The ID of the division assigned to the user.

• Username: The user’s username.

• 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 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.

• Multifactor Authentication Enabled: Indicates whether the user has Multifactor Authentication (MA) enabled for their account login. Choose 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.

To edit information in the User tab:

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

2. Edit the information on the page.

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

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 lightbox on the page.

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

3. Click SAVE to save the information and add the IP address.

Workflow Tab

Workflows are a set of functions that are triggered following an action by any users in your Team. The Workflow tab contains a table of workflows associated with the user, including the following information:

• ID: The ID associated with the workflow.

• Trigger: The type of event that triggers the workflow: Create: Creating any kind of transactions, refund, disbursement, etc. Low: Triggers an action based on a minimum threshold transaction set by the owner or referrer. 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 adding a new workflow and deleting a workflow.

To add a new workflow to the User Profile page:

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

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

3. To save the workflow, click SAVE.

To delete a workflow from the User Profile:

1. Click the three purple dots on the right side of the row of the specific workflow to open the Delete lightbox.

2. Remove the workflow by clicking DELETE in the lightbox or cancel by clicking outside the lightbox on the User Profile page.

Role Tab

The Role tab allows you to control the user capabilities in the following categories:

• Create: Gives user access to create content from the allowed role resources.

• Full View: Gives user access to view content from the allowed role resources.

• Summary View: Gives user access to view monetary totals from the allowed role resources.

• Update: Gives user access to update content from the allowed role resources.

• Delete: Gives user access to delete content from the allowed role resources.

Roles Tab Action

To change any roles for a user:

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

2. Click the dropdown menu for the Role Category and select the roles for the user.

3. Click ALL in the drop-down to allow the user to have all roles in that category or click specific roles to customize the user’s role.  

4. Click SAVE in the upper right corner of the page when you are finished editing the user’s roles.

For more information about user roles, visit User Roles.

Teams Tab

The Teams tab allows you to control whether the user has access to a specific team found on your Teams page and lists any alerts associated with that team.

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.
   The Delete lightbox will open on the page.

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

The Alerts section of the Teams tabs contains a table that displays any alerts associated with the user’s team, including the following information:

• ID: The ID number associated with the alert.

• Name: The name of the alert.

• Description: A description of the type of alert.

• Source: The source of the alert.

Invoice Settings Tab

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

To add invoice setting details to the user profile:

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

2. Enter the information in the required fields.

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