2.5.4 Managing PlatiOnline interface users: Diferență între versiuni
(Nu s-au afișat 6 versiuni intermediare efectuate de același utilizator) | |||
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+ | To modify the '''password''' for an OWNER user account | ||
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+ | 1. Click on the person icon | ||
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+ | 2. Click on '''Change password''' button | ||
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+ | 3. Enter old and new password in the appropriate fields | ||
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+ | 4. Push '''Save''' button | ||
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+ | [[Image:Change passwqord.png|Change passwqord.png]] | ||
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+ | '''Defining users’ access rights''': | ||
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+ | Depending on the created user type, each one has certains rights and restrictions as described below | ||
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+ | '''For the Sysadmin/Owner user type''' – the access is '''complete''' and '''unrestricted''': | ||
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+ | - settles, voids, refunds, adds messages to the transaction history | ||
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+ | - access to the ticketing/messaging system | ||
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+ | - all reports types | ||
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+ | - financial reports | ||
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+ | - account technical settings page | ||
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+ | - e-commerce products option/tab (creates, edits payment links) | ||
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+ | The transactions made in demo environment are '''hidden''' by default for this user type. | ||
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+ | '''For the IT/Tech user type''' – the access is '''permitted''' to: | ||
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+ | - transactions in test mode | ||
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+ | - ticketing/messaging system | ||
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+ | - some report types | ||
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+ | - account technical settings page | ||
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+ | - e-commerce products option/tab (creates, edits payment links) | ||
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+ | The access is '''restricted''' to: | ||
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+ | - financial reports option (tab) | ||
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+ | - viewing live transactions, settling, voiding, refunding transactions | ||
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+ | - issuing invoices | ||
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+ | The transactions made in live environment are '''hidden''' by default for this user type. | ||
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+ | '''For the Customer support user type''' – the access is '''permitted''' to: | ||
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+ | - 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 | ||
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+ | - financial reports option (tab) | ||
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+ | - settling, voiding, refunding transactions | ||
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+ | - issuing invoices |
Versiunea curentă din 14 iulie 2012 20:00
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)
Or the User management link from the Settings tab:
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).
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.
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
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.
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
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