2.5.4 Managing PlatiOnline interface users

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Managing interface user types includes the following operations:

- Setting up user type classes according to access level or work requirements (owner, customer support, technical department etc)

- Editing previously entered information (name, address, email)

- User activation or deactivation

Managing user type classes involves having and logging in with an Owner account. To access and manage information regarding PlatiOnline interface users, follow these steps:

1 Access owner account at https://comercianti.plationline.ro/ by using the Login ID and password supplied by PlatiOnline

2 Access Edit link (top right of the home page)

Edit top.png


Or the User management link from the Settings tab:


User manag1.png

A list of users will be displayed, each section containing one user class type. Each section has 5 columns with the user info (username, email, login ID, status).

Login users beta.png


To create a new user:


1. Click on Add User button.

2. Select User type class

3. Fill in required data (first and last name, email address)

4. Select the status of the user account (if you set it to Inactive, you can later change it to Active)

5. Click Update.

Add user.png

The system will automatically generate a password that will be sent to the user’s email along with the account information. Any subsequent updates or communication with the user will be sent to the email address specified in the user setup process.

Depending on the user type, the system will send along with the account information the following information:

For “customer support” user type – it also sends the user interface manual, for “tech” user type – it also sends technical documentation for website integration

After setting up an user account, you can review and edit the previously entered information.

To change the user information:

1 Click on the person icon

2 Change desired information

3 Push Save button.

4 Click the Email button to send the new data to the user


Change account.png

To change the user account status:

1. Click on Active / Inactive link from Status column.

2. Click on arrows icon to select the new status.

3. Confirm action.

Enable.png

To modify the password for an OWNER user account

1. Click on the person icon

2. Click on Change password button

3. Enter old and new password in the appropriate fields

4. Push Save button

Change passwqord.png

Defining users’ access rights:

Depending on the created user type, each one has certains rights and restrictions as described below

For the Sysadmin/Owner user type – the access is complete and unrestricted:

- settles, voids, refunds, adds messages to the transaction history

- access to the ticketing/messaging system

- all reports types

- financial reports

- account technical settings page

- e-commerce products option/tab (creates, edits payment links)

The transactions made in demo environment are hidden by default for this user type.

For the IT/Tech user type – the access is permitted to:

- transactions in test mode

- ticketing/messaging system

- some report types

- account technical settings page

- e-commerce products option/tab (creates, edits payment links)

The access is restricted to:

- financial reports option (tab)

- viewing live transactions, settling, voiding, refunding transactions

- issuing invoices

The transactions made in live environment are hidden by default for this user type.

For the Customer support user type – the access is permitted to:

- live transactions (searching, viewing, adding messages to transaction history)

- ticketing/messaging system

- e-commerce products option/tab (creates, edits payment links)

- some report types

The access is restricted to:

- transactions made in demo environment

- financial reports option (tab)

- settling, voiding, refunding transactions

- issuing invoices

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