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idInfo

Info

Excerpt

Change user data of created users.

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idFAQ
Info
Excerpt

How can I view the detailed user management view?

How can I change the login data?

How can I change the page permissions and what do the site access rights mean?

How can I change the user's data?

The tab Administration → User Management → Permissions allows you to view all users of the merchant portal and modify their permissions.


Accessing the Permissions Form


Follow the steps below to access the user permissions management form:

  1. Click the search button on the "User Management" form
  2. Select the user whose permissions you wish to modify
  3. Click on the user's name
  4. The detailed user view opens, click on 'Permissions' then 'Edit Profile'.

Deactivating/activating access rights for the user

In order to enable a tab or an action for the user, you must activate the corresponding permission in the detailed view of the user.

Proceed as follows to activate or deactivate the site access rights for the user:

1. Open the detailed view of a user.

2. Click on the "permissions" tab and click on "Edit profile" button.

→ The necessary permissions can be selected. After selection click on save profile.



Info
titleShowing and hiding site access rights
When you activate a higher-level permission (indicated in bold type), the corresponding lower-level permissions are selected. you can individually de-select the low level user rights.


Rights table

Activate or deactivate permissions. A description of the permissions can be found in the table below.


Expand
titleTable showing "View operations" site access rights

"View operations" access right

Description
View operationsEnable the tab "View operations"
search

User with this right can search for payments/transaction

detailed view operations

User with this right can see the detailed view of payments/transaction details.


reconciliationView Reconciliations tab and let the user search the payments with account number
Expand
titleTable showing "Change operations" site access rights

"Change operations" site access rights

Description

Change operationsEnable editing of payment using the detailed view of operations

Execute captures

Enable the "Execute captures" action in the detailed view of operations

Execute reversals

Enable the "Execute reversals" action in the detailed view of operations

Execute credits

Enable the "Execute credit" action in the detailed view of operations

Delete personal data

Enable the "Delete personal data" action in the detailed view of operations

Re-authorization manually

Enable the "Re-authorization manually" action in the detailed view of operations

Re-debiting process

Enable the "Re-debiting process" action in the detailed view of operations

Cancel

Enable the "Cancel" action in the detailed view of operations

Close

Enable the "Close" action in the detailed view of operations

Expand
titleTable showing "Analytics Data Product" access rights

"Analytics data product" access right

Description
Dashboard

Enable the tab "Dashboard" (optional)

Computop 360

Enable the "Computop 360" (qlik) dashboard in merchant portal.

Expand
titleTable showing "Customers" access rights

"Customers" access right

Enables the customer tab

Show

Enable the customer search

Edit

Enable detailed view of customer

Delete

Enable action "Delete person-related data" in the customer detailed view

Expand
titleTableau montrant les droits d’accès « Reports »

Droit d’accès « Customers »

Description

CollectionShow cuwtomers

Authorize the generation of transaction reports

Transaction

Enable the customer's detailed viewAuthorize the generation of collection reports

View

Authorize the "Delete Personal Data" action in the customer's viewaccess to available reports without triggering their generation

Expand
titleTable showing "Settlement Files" access rights

"Settlement files" access rights

Description
Settlement FilesEnable search and download of settlement files

Search

User with this access will be able to search the settlement files

Download

User with this access will be able to download the settlement files


Expand
titleTable showing "Batch files" site access rights

"Batch files" site access rights

Description
Batch filesEnable uploads and downloads of "batch files"

Search

Enable searching of processed batch files

Download

User with this access can download the processed batch file

Upload

user with this access can upload batch file for processing

Expand
titleTable showing "Settlement FilesData Export" site access rights

"Settlement filesData Export" site access rights

Description
Settlement FilesEnable search and download of settlement files

Search

User with this access will be able to search the settlement files

Download

User with this access will be able to download the settlement files

 Data exportEnable the Data Export tab.
Expand
titleTable showing "Administration" site access rights

"Administration" site access rights

Description
AdministrationEnable the tab "Administration" (optional)
User management

Enable the tab "Administration → User management" (optional)

User log

Enable the tab "Administration → User log" (optional)

Expand
titleTable showing "Data Export" site access rights

"Data Export" site access rights

Description
 Data exportEnable the Data Export tab.
Expand
titleTableau montrant les droits d’accès « Pay By Link Axepta » site access rights

Access Right "Pay by link Axepta"

Description

 Pay By Link Axepta via Merchant Portal

Right to access the Pay By Link Axepta menu on the Merchant Portal

 Pay By Link Axepta via API

Right to create link by API

Detailed view of Pay by Link operations

View Pay By Link transactions from the "View Transactions" menu

 Show Details Page

Access the transaction details page after the payment link has been created

 Show Link

Display the payment link from the Payment Link Details page

 Send link

Generate the payment link (and send it to the customer using one’s own means)

 Generate link

Send the payment link automatically to the customer by email

 Show Deactivate link button

This right allows the user to display the deactivation button of the payment link

Expand
titleTable showing "Mandates" site access rights

"Mandates" site access rights

Description

Show

Authorize access to mandates

Revoke

Authorize the revocation of a mandate
Expand
titleTable showing "Blacklist" site access rights

"Blacklist" site access rights

Description

Search

Enable the Blacklist search operation for the user

Create

Enable the Blacklist creation access for the user

Edit

Enable the Edit action of the blacklist entries for the user

Expand
titleTable showing "WhitelistBlacklist Securepay" site access rights
whitelist entriesCreate create entriesEnables Delete whitelist entries

"whitelistBlacklist securepay" site access rights

Description
SearchEnable the user to search through the Blacklist secure pay entries
Show details pageEnable the user to view the Blacklist securepay details page
MoveEnable the user to move the blacklist entry to whitelist
DeleteEnable the user to delete the blacklist entry
Expand
titleTable showing "Blacklist SecurepayWhitelist" site access rights
through Blacklist secure pay Show details page view the Blacklist securepay details pageEnable the user to move the blacklist entry to whitelistEnable delete blacklist entry

"Blacklist securepaywhitelist" site access rights

Description
SearchEnable the user to search the whitelist entries
CreateEnable the user to Movecreate whitelist entries
DeleteEnables the user to Delete the whitelist entries
Expand
titleTable showing "Whitelist Securepay" site access rights

"Whitelist securepay" site access rights

Description
 Search Enables the user to search through whitelist securepay list
 Create Enables the user to create securepay whitelist entries
 Delete Enables the user to delete whitelist securepay entries

Expand
titleTable showing "View API credentials" site access rights

"View API credentials" site access rights

Description
View API CredentialsEnable the API credential tab




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titleMerchant Portal
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urlhttps://online.axepta.bnpparibas/Account/Login