User Manager

Introduction

Several different functions/profiles (roles) generally exist in a company. An accountant does not perform the same operations as a payment encoder or a technical integrator.

Logically, you want to grant only the necessary access rights for each individual who uses your account. Our Merchant Portal User Manager module allows you to assign specific profiles to each user and grant appropriate access rights.

Access User Manager module

Access the User Manager via a dedicated login user page. Depending on the environment you want to access, you have to go to the respective URL:

• Login TEST
• Login LIVE

Once you have logged in, you have access to the following tabs via the side menu:

• Manage team
• My profile

Manage users

Our platform allows a maximum of flexibility to use your account. To achieve this, you can define multiple users within your account (including yours) and define their access rights individually.

To do so, access the respective tabs in the User Manager.

Understand My profile tab

Here you can manage your own user profile by

• Changing your name, company name or e-mail address. Make sure to click on the "Save Changes" button to confirm your changes
• Resetting your password via the "Reset Password" button

Understand "Manage team" tab

Via this tab, you can manage all users linked to your account, allowing you to create new users and modify existing ones.

Create new users

To create a new user, follow these steps:

1. Click on "+ New member" button
2. In the subsequent "New member" screen, fill in the new user’s name, company name, e-mail address and country
3. Click on "Invite New Member" to confirm the user creation. Our platform will send an e-mail to the new user with further information and instructions

Manage existing users

To manage an existing user, follow these steps:

1. In the table listing all existing users, click on the "..." button in column "Status". Select either option
   a) "Request new password": Reset the user’s current password. Our platform will send an e-mail to the user with further information and instructions
   b) "Duplicate": Creates a copy of the user, leading you to the "Edit member" screen for further necessary actions
   c) "Edit": Redirects you to the "Edit member" screen for further necessary actions
   d) "Activate"/"Deactivate": (De-)activates the user, (de-)blocking its access to your account
2. In the "Edit member" screen, you can change the user's name, company name, e-mail address and country. Furthermore, you can change the role and the application access. Learn more about the roles/application access in the dedicated chapter
3. Click on "Save" to confirm your changes

Manage two-factor authentication

To ensure maximum security, all users need to login using two-factor-authentication. However, in some cases (i.e. if a user lost her/his phone), it is necessary to remove the associated OTP instance from the impacted account. Once the user logs in again, s/he needs to configure a new OTP instance.

To do so, follow these steps:

1. In the table listing all existing users, click on the "..." button in column"Status"
2. In the "Edit member" screen, go to the "Two Steps Authentication" selection. Click on "Remove 2FA"
3. As soon as the user logs in to the Merchant Portal, s/he needs to reinstate two-factor-authentication

Understand Roles and Application access

The user manager allows you to define appropriate user’s access rights to certain Merchant Portal modules. You can achieve this by defining roles and application access for individual users via the "Manage team" tab.

Understand Roles

The User Manager distinguishes between the following role profiles:

Role profile	Description
Admin	Has complete read-only/write user rights to all Merchant Portal/User Manager tabs
Finance	Read-only user rights for Application access Worldline Settlements Has read-only/write user rights for Own user management (Manage team) Transactions
Developer	Read-only user rights for Application access Transactions Worldline Settlements Read-only/write user rights for Own user management (Manage team) Disputes
Viewer	Read-only user rights for Worldline Settlements (except for reporting) Transactions Read-only/write user rights for Own user management (Manage team)

Understand Application access

This setting further refines the user's role by extending/limiting its scope to the following elements:

Access module	Description
Online transactions	Allow access to online transactions in the respective Merchant Portal Transactions/ Worldline Settlements tabs
Acquiring	Allow access to acquiring information in the Merchant Portal Worldline Settlements/ Disputes tabs