Gestionnaire d'utilisateurs

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 Gestionnaire d'utilisateurs module allows you to assign specific profiles to each user and grant appropriate access rights.

Access Gestionnaire d'utilisateurs module

Access the Gestionnaire d'utilisateurs 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:

• Gérer l'équipe
• Mon profil

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 Gestionnaire d'utilisateurs.

Understand Mon profil 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 "Enregistrer les modifications" button to confirm your changes
• Resetting your password via the "Réinitialiser le mot de passe" button

Understand "Gérer l'équipe" 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 "+ Nouvel membre" button
2. In the subsequent "Nouvel membre" screen, fill in the new user’s name, company name, e-mail address and country
3. Click on "Inviter un nouvel membre" 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 "Statut". Select either option
   a) "Demander un nouveau mot de passe": Reset the user’s current password. Our platform will send an e-mail to the user with further information and instructions
   b) "Dupliquer": Creates a copy of the user, leading you to the "Modifier le membre" screen for further necessary actions
   c) "Modifier": Redirects you to the "Modifier le membre" screen for further necessary actions
   d) "Activer"/"Désactiver": (De-)activates the user, (de-)blocking its access to your account
2. In the "Modifier le membre" 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 "Enregistrer" 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"Statut"
2. In the "Modifier le membre" screen, go to the "Authentification à deux étapes" selection. Click on "Supprimer 2FA"
3. As soon as the user logs in to the Merchant Portal, s/he needs to reinstate two-factor-authentication

Understand Rôles and Accès à l'application

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 "Gérer l'équipe" tab.

Understand Rôles

The Gestionnaire d'utilisateurs distinguishes between the following role profiles:

Role profile	Description
Admin	Has complete read-only/write user rights to all Merchant Portal/Gestionnaire d'utilisateurs tabs
Finance	Read-only user rights for Accès à l'application Worldline Versements Has read-only/write user rights for Own user management (Gérer l'équipe) Transactions
Développeur	Read-only user rights for Accès à l'application Transactions Worldline Versements Read-only/write user rights for Own user management (Gérer l'équipe) Contestations
Afficheur	Read-only user rights for Worldline Versements (except for reporting) Transactions Read-only/write user rights for Own user management (Gérer l'équipe)

Understand Accès à l'application

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

Access module	Description
Transactions en ligne	Allow access to online transactions in the respective Merchant Portal Transactions/ Worldline Versements tabs
Acquisition	Allow access to acquiring information in the Merchant Portal Worldline Versements/ Contestations tabs