Transaction Express User Guide - Merchant Service Group

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Find User 18 [Transaction Express User Guide] • Add – This will route to a blank User Profile so a new User can be added. • Roles Edit – This allows the Role associated with this User to be updated or changed. • Merchants Edit – This allows the User to be associated to additional Merchant accounts, if applicable. • Groups Edit – This allows the User to be associated to additional Groups, if applicable. • Updating a User Profile • Make any changes needed to the User Profile and press Update to save the changes. Access this by clicking Admin > Find Users. You will be routed to the Find User screen. • A user must have View Employees, Add Employees, or Edit Employees permission to view and access the Find Users page. • Several search fields are available on the Find User screen to specify information about the user you are looking for. Pressing the Find button will return matching results. If all search fields are left blank, all existing Users on this account will be returned. • Once results are returned you can view an existing User Profile by clicking on the User ID. Updates can be made to the selected user by updating the appropriate fields and then pressing the Update button.
[Transaction Express User Guide] Create User Access this by clicking Admin > Find Users from the left navigation menu. • A user must have Add Employee permission in order to Add new Users to Transaction Express. • Press Add from the Find User screen to be routed to a blank User Profile. • Enter the following required Profile information in order to set up a User: Any optional fields can be filled out as well. • User ID – Can be 30 Alpha-numeric characters long. User ID’s must be unique. This is what the User will use to access the Transaction Express Virtual Terminal. • Last Name • Address Line 1 • Email Address • Password – Password complexity requirements must be followed. • Press the Add button when all information is provided. • You will be prompted at this point to add a Role to this user. A Role is a container of Permissions and will allow this User to access various features and functions in Transaction Express. Without a Role, a User can perform no actions in the Virtual Terminal. Please see About Roles for more information. 19
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Transaction Express User Guide - Merchant Service Group

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