Create a user and configure their access
Only the Merchant Administrator can create additional users.
To create a new user, follow these steps:
- Select the Administration tab
- Click on Create New User
- Enter the user info under Contact; next, create their username (email) and password under Login
- Click the Create button
The Merchant Administrator creates the user Login and Password and sets what level of access the new user will have. The new user will be prompted to change their password upon first login.
On the page to create a new user, the Merchant Administrator will also have the following sections that they can fill out:
- IP Restrictions (if required)
- Merchant/Terminal Restrictions – These restrictions are set up after the user has been created. More information below.
Note: For Multi-Merchant accounts newly created users will automatically have access to all merchants and terminals. Once the user has been created, Administrators can restrict access in the Merchant/Terminal Restriction tab.
Access Levels (Role)
Users can have different access levels. These following options are available in the Role dropdown box in the Login tab:
- Read Only: Access to all screens except POS. No transactional functions.
- POS: Access to POS and Transactions, only.
- Merchant: Access to all screens. Can use the POS and transactional functions through Transactions menu.
- Merchant Administrator: Access to change account address, view terminal information, generate Secret and Sharable API keys, and can create and edit other Users.
POS Permissions
There are additional restrictions that can be setup for users who are setup with access to POS (see the POS Permissions in the screenshot below). Users can be given access to perform any combination of transaction types by selecting various checkboxes.
Recurring Permissions
Access to Recurring is enabled for the Merchant Administrator, but is disabled by default for all others. In order for a user to view a Recurring Plan, they must have the "Recurring Enabled" checkbox selected in the login tab (shown below), as well as have access to the terminal that the Recurring Plan is using.
A user's permitted transaction types are also used for Recurring Plans. For example, if a user is not permitted to make a Purchase transaction through the online POS interface, they will also not be able to execute a Purchase transaction that is charged within a Recurring Plan.
