Vizualizare sursă pentru „2.5.4 Managing PlatiOnline interface users”

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) 

[[Image:Edit top.png|Edit top.png]]


Or the '''User management link''' from the Settings tab: 


[[Image:User manag1.png|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).

[[Image:Login users beta.png|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'''.

[[Image:Add user.png|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


[[Image:Change account.png|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.

[[Image:Enable.png|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

[[Image:Change passwqord.png|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