Edit User
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Use the Edit User page to modify existing User Profiles.

How to Use This Page

  1. Select a User Profile.
  2. Edit fields, as needed.
  3. Click the Save button.

NOTE:

  • User Profiles may be deleted from this page by clicking the Delete User Profile button.
  • Removing permissions from your user account will prevent you from accessing these features the next time you log in. Users may add only those features they have permission to, so you will not be able to add these permissions to your user account without involving another PayTrace user.

Detailed Help

Links

Download a list of User Profiles
Download a list of User Profiles in .csv format.
Change Password
Redirects you to change a user's password.
View Change Log
View details of changes made to a user profile within the past 30 days.

Required Fields

User Name
Must consist of 6 to 15 alpha-numeric characters and should contain the user's unique ID that is 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).
Disable Account
Defaults to No.

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.