Add User
To add a new user to your company workspace, press Create and complete the required fields shown below. Once you have completed your edits press Save. Once the new user has been saved communicate the user login name and temporary password provided to the user. It is recommended that upon the creation of a new user that the Force password change at the next login is active to force the new user to change their password upon login for the first time.
The following roles are predefined and may be assigned to the users:
Role | Description |
|---|---|
| APPMGR | Manage all workspace settings |
| SECOFR | Workspace security officer |
| APPUSER | Basic access - read only |
| RPTUER | Access the transactional reports only |
| COLLECTMGR | Same as COLLECTUSER plus Void/Refund capability |
| COLLECTUSER | Access to create Virtual Terminal transactions |
| LOGUSER | Access to logs only |
The following permissions are assigned to the corresponding roles:
Code | Description | APPMGR | SECOFR | APPUSER | RPTUSER | COLLECTMGR | COLLECTUSER | LOGUSER |
| PPC003 | Workspace Settings Administration | X | ||||||
| PPC004 | Manage Allowed IP Addresses | X | X | |||||
| PPC005 | Manage Integration Constants | X | ||||||
| PPC006 | Manage Users Basic Edit | X | X | |||||
| PPC007 | Manage Users Advanced | X | X | |||||
| PPC008 | Users Password Reset Process | X | X | |||||
| PPC010 | Manage Customer Private Keys | X | ||||||
| PPC011 | Customer Private Keys Conversion Process | X | ||||||
| PPC013 | Manage API Authentication Tokens | X | X | |||||
| PPC014 | Access to API Authentication Tokens | X | X | |||||
| PPC015 | Access to Workspace Reports | X | X | X | X | X | ||
| PPC016 | Manage Payment Gateway Connections | X | ||||||
| PPC017 | Access to Security Audit Reports | X | ||||||
| PPC022 | Manage Email Templates | X | X | |||||
| PPC023 | Manage Hosted Pages | X | ||||||
| PPC024 | Manage Payment Surcharges | X | ||||||
| PPC025 | Submit Virtual Terminal Charges | X | X | |||||
| PPC026 | Submit Virtual Terminal Voids | X | X | |||||
| PPC027 | Submit Virtual Terminal Refunds | X | X | |||||
| PPC028 | Approve Virtual Terminal Refunds | X | ||||||
| PPC029 | Access to Virtual Terminal Transactions Report | X | X | X | ||||
| PPC030 | Work with all Payment Connections | X | X | |||||
| PPC031 | Access to App Log Files Download | X | X | |||||
| PPC032 | Manage Payment Devices and Stores | X | ||||||
| PPC033 | Manage SMS Templates | X | ||||||
| PPC034 | Grant Others Workspace Administrator Role | X | ||||||
| PPC035 | Access to Customer Information Report | |||||||
| PPC036 | Anonymize Customer Information |
| Name | Explanation |
|---|---|
| Email Address | The email address associated to this user. |
| Password | A temporary password provided by you, recommended Force password change at next login be active to force new user to change their password upon login. |
| Allow change password | A flag that indicates if the user can change their password. Possible values are: Checked User is allowed to change password Not Checked User is not allowed to change password |
| Force Password Change at Next Login | A flag that indicates that the user must change their password at the next login. Possible values are: Checked User must change password at next login Not Checked User is not required to change password at next login |