Transaction Express User Guide - Merchant Service Group

[Transaction Express User Guide]
Section 3 – User Management
Admin
Login
User
Profile –
Update
User
Profile
When your account is initially set up, you will receive an Administrator Login ID and
password via email. This Login ID can be used to access the system for day-to-day
processing; however security best practices recommend setting up a new User ID and
password for yourself to be used as your working login. A unique Login ID and password
should be created for each employee accessing the system.
User information is managed from the User Profile. Your User Profile can be viewed by
selecting Admin > View Profile from the left navigation menu.
• User Profile important fields:
• User ID – This is the value which is used to access the Transaction
Express Virtual Terminal
• Status – This indicates if a User is Active or Inactive. Inactive Users are
not able to log into the Virtual Terminal.
• Email Address – This is the email address which “forgot password”
requests will be sent to, if requested.
• Roles – This will list all of the Roles associated to this user.
• Merchants – This will list all Merchants to which this User is associated.
• Groups – This will list all Groups to which this user is associated.
• User Profile action buttons
• Update – This will save any changes you have made to this profile.
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