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Creating a new user

Version: V4.3
Added on: 09/01/15
Difficulty:

Time: 30 min
Category: Tutorials

Prerequisite Tutorials

Name	Added On	Difficulty	Time Required	Description
Navigating User perspective	09/09/14		15 mins	In this easy tutorial you will learn how to navigate User Perspective as well as make basic operations with a user.

Useful Terms

Permission Privileges Security Role

Creating a new user

Are you ready?

In this tutorial you will learn how to create a new user on User perspective. After user is created, email notifications with user credentials will be sent to a user or/and a creator. To learn more about user email notifications, review this guide. To learn more about users' privileges and access policy, review this guide.
Two types of users are available within the gateway: Service and Human.
A user that was created as Service can have explicit access to API.
A user that was created as Human will have access only to the user interface. The Permission level will depend on the user's permissions that are frequently granted to users collectively. Thus, when a user is created a particular role can be assigned instead of a large number of individual permissions. In the gateway system, there are twelve security roles that belong to four groups (System, Portfolio, Reseller, Merchant, Customer). Security roles are organized hierarchically from System 2 (the highest security level with the largest number of permissions) to Customer 1 (the least number of permissions). To learn more about permissions based security mechanism, review this guide." >Security Role (customer, merchant, reseller, portfolio, system). Perspectives and functionalities related to the terminal, processing and recurring modules are not available for human users.

For creation of a Service user we will use the following parameters:

Owner: Reseller
Owner Code: Best Software
Full Name: My POS
User Name: mypos
Privileges: Processing API, Management API, Billing API, TMS API
Time Zone: EST
Default Merchant Account: My First Merchant (created in the Creating a merchant (basic) tutorial)

Contact Information:
John Smith
300 5th Ave
New York, NY 10001
john.smith@email.com

For creation of a Human user we will use the following parameters:

Owner: Reseller
Owner Code: Best Software
Full Name: John Smith
User Name: jsmith
Security Level: Merchant 1
Password: John%20Smith190
Time Zone: EST
Default Merchant Account: My First Merchant (created in the Creating a merchant (basic) tutorial)

Contact Information:
John Smith
300 5th Ave
New York, NY 10001
john.smith@email.com
Log in to the system using your Username and Password and switch to the Management => User Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Click Newbutton in the top left section of the screen.
Click Servicemenu item to create Service user.
Select Reseller in Ownerdropdown
Select Best Software in Owner Codedropdown
Enter My POS into the Full Nametextbox
Enter mypos into the User Nametextbox
Locate Send password by email label.

Note: Service user's password is generated automatically by the system and sent to a user's email. The password can be used for two purposes - for making transactions within the gateway and making transactions via terminal when the terminal is set to managed mode. For making transactions with the gateway, the entire password (32 characters) must be used. For making transactions with the terminal, only first 20 characters must be used.
Locate To User checkbox and check it off to have the password to be sent directly to the user's e-mail.

Note: If you want password to be sent to you, locate to Creator checkbox and check it off.
Select EST in Time Zone (Code)dropdown
Select My First Merchant in Default Merchant Accountdropdown .

Note: Not merchant code, but merchant account code should be entered.
Locate Privileges groupbox and select Processing API, Management API, Billing API and TMS API.
Locate Contact Information groupbox
Enter 300 5th Ave into the Streettextbox
Enter New York into the Citytextbox
Select New York in Statedropdown
Enter 10001 into the ZIP Codetextbox
Enter john.smith@email.com into the Emailtextbox
Click Savebutton
After you are done, logon information, including access URL, username and password, will be split in two parts and sent separately. The emails should look similar to what is shown in the screenshot.
Let's create a new Human user.
Click Newbutton in the top left section of the screen.
Click Humanmenu item to create Human user.
Select Reseller in Ownerdropdown
Select Best Software in Owner Codedropdown
Enter John Smith into the Full Nametextbox
Enter jsmith into the User Nametextbox
Select Merchant 1 in Security Leveldropdown
Enter John%20Smith190 into the Passwordtextbox and Confirm Password textbox.
Steps for entering Time Zone, Default Merchant Account and Contact Information will be the same as for Service user creation.
After you are done, logon information, including access URL, username and password, will be split in two parts and sent separately. The emails should look similar to what is shown in the screenshot.
Congratulations, you are done!

You have learned how to create new users represented by Human or Service using User perspective. Now you can do this by yourself.

Creating a new user

Prerequisite Tutorials

Useful Terms

Creating a new user

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