New User
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Use the New User page to create new User Profiles.

How to Use This Page

  1. Select Web User or API User for the User Type.
  2. Enter a User Name.
  3. If you selected API User, enter a Password and confirm the Password. If you selected Web User, enter a User Name.
  4. Enter a Contact Name.
  5. Enter an Email Address.
  6. Enter a Sale Ceiling Amount of over 0.00, if the user will be given permission to process Sales.
  7. Enter a Refund Ceiling Amount of over 0.00, if the user will be give permission to process Refunds.
  8. Select the Permissions for the User being created.
  9. Click the Save button.

NOTE:

  • Removing permissions from your user account will prevent you from having access to those features the next time you log in. Users may only add features they have permission to, so you will not be able to add these permissions to your user account without involving another PayTrace user.
  • Web User passwords must be updated at least once every 90 days. The updated password must be unique and must not match the previous 4 passwords. A password must contain at least 7 alpha-numeric characters, with at least one letter and one number. User accounts are disabled after 4 consecutive, unsuccessful login attempts are made. When an account is disabled, an email is sent to the user from PayTrace, notifying them of the lock on the user account and providing them a link to reset their password credentials.
  • A user account will be logged out automatically after 20 minutes of inactivity and is required to re-login to access the account. The length of inactive time can be adjusted from the Security Settings page of the Account Menu.

Detailed Help

Required Fields

Web User
Users who can gain access to any portion of the PayTrace Virtual Terminal through the Internet. Web User passwords will expire every 90 days and must be updated after expiration. The users' login credentials will work for accessing the API, also.
API User
API Users are distinctly different from Web Users. Their is no expiration period for API User passwords (aka tokens). API User credentials do not allow access to the Virtual Terminal. API User credentials allow access only for a 3rd party software solution to communicate with the API. This approach is consistent with PCI DSS security compliance requirements.
User Name
Must consist of 6 to 15 alpha-numeric characters and should contain the user's unique ID that will be used to log into the PayTrace system.
Contact Name
Must consist of 1 to 50 alphabetic characters and should contain the user's full name.
Email Address
Must consist of a valid email address of 7 to 50 alpha-numeric characters and should contain the user's preferred email address. If the user forgets their password, their user name and password will be emailed to this address at their request.
Sale Ceiling Amount
The maximum amount that may be processed as a Sale by the user. A value greater than 0.00 must be provided when selecting the Sale permission.
Refund Ceiling Amount
The maximum amount that may be processed as a Refund by the user. A value greater than 0.00 must be provided when selecting the Refund permission(s).

Optional Fields

Process Sales
Select this option if the user should be able to process Sale transactions.
Process Unreferenced/New Refunds
Select this option if the user should be able to process new refunds by entering in the card number without referencing an existing transaction.
Process Voids
Select this option if the user should be able to void transactions.
Process Referenced/Existing Refunds
Select this option if the user should be able to process refunds only by referencing an existing transaction.
View Orders
Select this option if the user should be able to view order details and monthly statements.
Capture Transactions
Select this option if the user should be able to capture authorization transactions.
Only allow users to view their own orders
Select this option if the user should be able to view their own orders only.
Manage Users
Select this option if the user should be create and modify user accounts.
Settle Transactions
Select this option if the user should be able to settle transactions.
Recurring Transactions
Select this option if the user should be able to process recurring transactions.
Manage Customers
Select this option if the user should be able to create or modify customer profiles.
Delete Customers
Select this option if the user should be able to delete customer profiles.
Access Security Settings
Select this option if the user should be able to modify your PayTrace security settings.
Manage Design
Select this option if the user should be able to modify your PayTrace account's look and feel.
Discretionary Data
Select this option if the user should be able to create or modify Discretionary Data.
Cart Management
Select this option if the user should be able to modify your PayTrace shopping cart's management settings. (This feature only applies to merchants who are using the PayTrace shopping cart.)
Shopping Cart Design
Select this option if the user should be able to modify your PayTrace shopping cart's look and feel. (This feature only applies to merchants who are using the PayTrace shopping cart.)
Manage Products
Select this option if the user should be able to create, modify, import, or export your products. (This feature only applies to merchants who are using the PayTrace shopping cart.)
Manage API
Select this option if the user should be able to manage the API.
Check/ACH Sales
Select this option if the user should be able to process Check/ACH sales.
Check/ACH Unreferenced / New Refunds
Select this option if the user should be able to process new Check/ACH refunds by entering in the card number without referencing an existing transaction.
Manage Check/ACH
Select this option if the user should be able to manage Check/ACH.
Check/ACH Referenced / Existing Refunds
Select this option if the user should be able to process Check/ACH refunds only by referencing an existing transaction.
Check/ACH Reports
Select this option if the user should be able to run Check/ACH Reports.
Check/ACH Settlement
Select this option if the user should be able to settle Check/ACH transactions.
Only allow user to view their own checks
Select this option if the user should be able to view their own checks only.