Add a New User Account

You can add a new account user from the main User Administration page.

Step 1: Click + Add User on the User Administration page toolbar.

Step 2: Select the type of user you would like to add from the User Role drop-down list. The default user permissions associated with the selected user role are automatically listed and enabled.

Step 3: To further customize the new user account, click to deselect the check boxes next to any user permissions that should not be enabled for the user.

Note: By default, Account Owners have all permissions enabled for their user account. These permissions cannot be customized. If you are a Card Present merchant, only Account Owners, Account Administrators, and Transaction Managers will be allowed to log on to Virtual Point of Sale (VPoS). To log in successfully, these users MUST have the appropriate permissions to create charge and refund transactions.

Step 4: Enter the secret answer to the secret question for your user account. If you do not know or remember your secret answer contact your Account Owner.

Step 5: Click Next > to continue or click Cancel to cancel the action.

Step 6: Create a login ID for the new user in the Login ID text field. The login ID must be at least six (6) characters long and contain a combination of letters and numbers.

Note: Account Contacts cannot access the Merchant Interface and therefore do not require a Login ID.

Step 7: Enter the user’s First Name, Last Name, Title, Phone Number, Extension and Email Address(es).

Step 8: Click the check boxes to select the email types you would like the user to receive. Email types left deselected will not be sent to the user.

Step 9: Click Submit to continue or click Cancel to cancel the action. (You can also click < Back to return to the previous page.)  A message appears, notifying you that the user has been successfully created. The message also displays the new user’s Login ID and Temporary Password.

IMPORTANT: The Temporary Password is not automatically sent to the new user. You are responsible for advising the new user of the temporary password in a secure manner. Upon first login, the new user will be required to change the password.

Step 10: Click Continue to view the new user’s account.

The new user can access and change his or her user information, email notification settings, password, and secret question and answer at any time on the User Profile page.

 

 

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