Portal users

These steps outline the creation of a new Portal User.

1. Click Admin on the Menu Bar
2. Click Portal Users
3. Click New Portal User
4. Fill in the First Name (Required)
5. Fill in the Last Name (Required)
6. Fill in the User Name (Required)
7. Fill in the Password (Required)
8. Confirm the Password (Required)
9. Select the Role (Required)
10. Select the Language for the User
11. Click Save
12. Click Save & Add Another (Optional)

• User Name: When creating the user name, it is a good idea to make use of an “Email” type format as the System will validate the name entered against all other names, and if the name has already been used by another Merchant, will reject the entry. For example;
  • johnsmith is not recommended
  • johnsmith@mystorename is recommended
• User Roles:
  • Administrator: An Administrator will have full access to the functions of the Web Portal.
  • User: A User will only have access to the reports that are generated by the Web Portal.
• Save & Add Another: Click this button if you need to add another Portal User without closing the Page.

This will allow you to edit the details of a Portal User, for example changing the user’s role from that of a User to an Administrator.

• The Username and Last Login fields cannot be edited.

* Only an Administrator can make these changes.

1. Click Admin on the Menu Bar
2. Click Portal Users
3. Click the Edit Icon
4. Make the necessary changes
5. Click Save

• Disabling a Portal User will make the account inaccessible, and any logon attempt will be rejected by the Portal.
  • If the User enters an incorrect Password six or more time in succession, the Portal will automatically disable the User.
  • If the User has not logged onto the Portal within 60 days, the Portal will automatically disable the User.
• Enabling a Portal User will then allow access to the Portal again.

1. Click Admin on the Menu Bar
2. Click Portal Users
3. Click the Disable Icon
4. The Portal User will be disabled and greyed out.
5. Click the Enable Icon
6. The Portal User will be re-enabled.

This will delete a Portal User.

Deleting a Portal User is a permanent action, and cannot be undone.

1. Click Admin on the Menu Bar
2. Click Portal Users
3. Click the Delete Icon
4. Click Yes