PaySec Advanced Gateway - User Access

Overview:

In the Control Panel tab on the left panel, the User Management tab allows you to manage and control user access, permissions, and default visibility for specific fields.

Adding new users:

To add users to an account, click on the +Create new button on the top right corner of the page.

Create a unique username (usernames are case sensitive)

• Enter first and last name
  • Input an email address
  • Select a start page (the page the user will see when they log in)
  • An IP address can be entered to limit the user to logging in from specific IP address(es) only, such as the office computer
• Set user access
  • Master User grants full permissions and access
  • User permissions can be individually selected for non-master users
• Click Save
• The user will receive an automated email with a link to the virtual terminal along with a username and temporary password.

TIP! If a new user claims not to have received an email, please have them check additional folders such as spam, junk, promotions etc.

Limited permission users:

• There are different levels of permission and access you can grant a specific user, and they can be limited to certain features.
• e.g., you can grant a user full permission for processing a transaction, but still block access from the invoicing tool.
• Full access gives the user full permissions on these tabs/features.
• View only allows them to see the page and displayed information but blocks them from making any changes or taking any actions.
• Limited Access means that only the user which created this customer or invoice will have the ability to make changes to the customer profile or invoice.
• Sale Only allows the user to process a sale, but not an authorization, post-authorization or refund/credit.

Managing users:

• On the User Management screen, you can edit user profiles, activate/deactivate users, and delete users. 
• You can also restore or reset a user’s password, if your permissions allow.