Transaction Express User Guide - Merchant Service Group

[Transaction Express User Guide]
Retrieve
Password
View
Merchant
Profile
Wildcard
Searches
Group
Access
If you forget your Transaction Express password, a new password can be requested by
selecting Forgot Password on the login screen. You will be prompted to supply your User
ID and Email address. These values must match those on your User Profile in order to
receive a new temporary password.
• If you do not receive your password within 5 or 10 minutes, check your junk
mail folder or contact your local account administrator.
• Once received, you can log into Transaction Express with your User ID and new
password. You will be prompted to update your password once you log in.
Your Merchant Profile can be viewed by selecting Admin > View Merchant Profile from
the left navigation menu. The profile will provide a read-only view of your address
information and the features which are active on your Transaction Express account.
A Wildcard character of * is allowed in most of the search fields in Transaction Express.
If you only have partial information, a Wildcard search can be performed by supplying
the portion of the data you are looking for led or trailed by an *. Once again, Most
search fields in Transaction Express will allow a Wildcard search.
For example, by placing 4* in the Role ID field, all Role IDs which begin with a 4 will be
returned. If *4 is used, all Role IDs with a 4 as a subsequent character will be returned
(e.g. 41 or 114 respectively).
A Group in Transaction Express is a collection of Gateway accounts all bundled together
under a shared login. Group access allows you to pull roll-up reporting which will
include activity for all Gateway IDs which are part of the Group. Grouping is only
possible with two or more Gateway accounts. Please contact your support
representative if you require Group functionality.
• If you are part of a Group, you will be presented with the Merchant List upon
login. Please see Merchant List for more information.
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