Table of Contents
Permissions and Notifications are entirely up to the purpose of the username. User Permissions and Notifications are quite customizable/extensive. As a general rule, the Primary User will have Administrative Permissions by default which CANNOT be removed.
The Permissions section contains specific permissions relating to processing sources, transaction types, value added services (iSpyFraud and Customer Vault), and Processors.
Virtual Terminal, API Access, iProcess Mobile Payments Access, QuickBooks SyncPay Access, SwIPe Access, and Batch Access will allow a Merchant to restrict the user via the payment method and transaction type.
- Example: You can enforce that a user only have API access to process Credit Card sales and refunds.
Other options will be an “all or nothing” permission to access that particular service.
- Example: Access the Customer Vault will give a user full access to add, update, delete and use Customer Vault IDs. These types of settings CANNOT restrict “parts” or provide a read-only type access.
The Notifications section contains specific permissions relating to email notifications for various reasons including individual transactions, settlement reports, batch upload reports, Admin notifications and Accounting notifications among others.
The Permissions and Notifications are located in the User Account setting. The instructions on how to access User Account are listed below:
Log in to the merchant’s gateway account >> Click on ‘Options’ >> Click on ‘Settings’ >> Under ‘General Options’ click on ‘User Accounts’ >> Click on the username that you would like to edit their permissions and notification.
Notes: By using the '+' buttons, the various transaction sources can be further restricted by type (credit card or e-check) as well as by action (sale, auth, capture, etc.). Validate is not available via the VT.
- Virtual Terminal: Access to process transactions through the Virtual Terminal for Credit Card or Electronic Check. The user will have the menu options on the top left (Sale, Auth, Refund, etc).
- API Access: Access for transactions to be processed through an API.
- iProcess Mobile Payments: Ability for the username/password to be used in the iProcess Application.
- QuickBooks SyncPay Access: Ability for the username/password to be used in the Quickbooks Plugin. Also needed to log into the Gateway Account and download the Quickbooks Plugin.
- SwIPe Access: Ability to use a username/password with SwIPe Software. Small Windows based program that works on PCs. Also, the merchant needs to log into the Gateway Account and download the SwIPe Software program.
- Batch Access: Ability to upload multiple transactions using an excel or CSV file from inside the Control Panel or via FTP.
- Processors: Only visible on Multi-MID account. It can be used to restrict which processors a user can access. Effects ability to run sales, view reports, etc.
Notes: These options control who can see and use different features and reporting options.
- Access Recurring/Installment: View and use the Recurring Billing Module.
- Access Transaction Reports: Ability to view and run reports in the Gateway Account.
- Access FTP: Ability to upload a batch file by using an FTP connection, rather than logging into the virtual terminal and uploading a batch. Users will also need Batch Upload permissions.
- Product Manager Admin: Ability to view and edit the Product Manager Menu option.
- Access Administrative Options: Ability to access the "Settings" and "Quickclick" administrative options.
- Access Other Users' Transactions: When checked, the user can see and take action against (refund, void, etc) transactions run on different user accounts. Also needed to refund, capture, or otherwise update or change a transaction ran under a different user account. If this is not enabled they will not see the settlement line items when running a report. (Settlement user is internal, therefore is not the username.)
- Access the Customer Vault: Ability to add, update, delete and use Customer Vault IDs.
- Access Invoice: Ability to manage Electronic Invoices from the Invoice Menu. Management includes Add, Updating, Closing, and Paying Against Invoices.
- Unlock Payment Data: Not active- Does not decrypt customer card data.
Notes: These options control different types of email notifications for the user.
- Receive Transaction Receipts: An email is sent each time a sale, capture, or credit is approved.
- Receive Upload Summaries: Summaries of batch upload results.
- Receive Settlement Summaries: Settlement Summary for Credit Cards only.
- Receive Recurring Reports: Summary of successful recurring transactions that ran that day. Individually lists declines and errors.
- Receive Customer Vault Reports: Account Updater service notifications.
- Receive E-Check Notifications: Summary of successful e-checks that settled that day. Individually lists returns and late returns.
- Receive Developer Notifications: Not active - does not currently generate any emails or notifications.
- Receive Admin. Notifications: Any admin level notifications, such as monthly volume limit.
- Receive Regular Newsletters: Not active - does not currently generate any emails or notifications.
- Receive Accounting Notifications: Any accounting-related information, such as past-due notices and billing emails.
For examples on how to customize features and permissions on a per-user basis, a link to the video tutorial has been provided below.