Manager Users Module helps you add new users and assign relevant permissions to them.
Table of Contents
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Feature
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Description
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Active Merchant
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Select the merchant in the drop-down to view the associated merchant transaction
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| Language | Select the preferred language in the drop-down |
 |
Select to view dashboard in full screen |
 |
Select to minimize the menu bar |
| Search | Enter the entity to display the transaction data based on the search |
 |
Change the color of the widget |
| - | Collapse the widget. Click again to expand the widget |
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View the widget in new page |
| Search | Enter the required entity to fetch the associated transaction details. The entity can be Invoice Number, Customer Name, Invoice Date, Source, Due Date |
| Copy | Copy the transaction details in clipboard. The steps to copy the transaction are:
|
| Excel | Download the transaction data in excel format |
| Download the transaction data in PDF format | |
| Print the transaction data | |
| Edit | Click the Edit button to edit the User |
| Delete | Click the delete button to delete the user |
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Select to display the number of transaction per page. The valid values are 5, 10, 15, 25, 50, 100. |
| First | Go to first page |
| Previous | Go to previous page |
| Next | Go to next page |
| Last | Go to last page |
Manage Users - Add Users
Click the Add Users link. The Add User screen is displayed. There are two tabs:
- Details
- Permissions
Add User - Details
Click the Details button.
Figure 1: Add User - Detail
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Field
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Description
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User name
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Enter the user name
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Email Address
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Enter the email address
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First Name
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Enter the first name
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Last Name
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Enter the last name
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Mobile Phone
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Enter the mobile phone number
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Home Phone
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Enter the home phone number
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Office Phone
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Enter the office phone number
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Postal Code
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Enter the postal code
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Address 1
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Enter the address 1
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Address 2
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Enter the address 2
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City
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Enter the city name
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State
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Select the appropriate state in the drop-down
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Country
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Select the appropriate country in the drop-down
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Two Factor Authentication
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Enter the two factor authentication
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Password
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Enter the password |
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Confirm Password
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Re-enter the password to confirm
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Save
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Click the Save button to save the information
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Cancel
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Click the Cancel button to close the Add User screen
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Add User - Permissions
Click the Permissions button in the Add User screen.
Figure 2: Add User - Permission.| Field | Description |
| Id | Displays the Id |
| Permission | Displays the module available in the Online Terminal |
| Access | Displays the level of access permission given for the module of a User |
| Change | Click the Change button to modify the level of access from Granted to Restricted and vice versa. |
Manage User
Manage User provides the dashboard view of the all the Users details.
Figure 3: Manage User| Field | Description |
| Id | Displays the Id number |
| Username | Displays the user name |
| Full Name | Displays the full name |
| Users.Email/Address | Displays the email Id of the user |
| Mobile Phone | Displays the mobile number |
| Postal Code | Displays the postal code |
| Join Date | Displays the join date |
| Edit | Edit the user |
| Delete | Delete the user |
Manage User - Edit
- Click the Edit button. The Edit User screen is displayed.
Edit User - Details
- Click the Details button in the Edit User screen
- The user details are auto-populated
- Edit the user information in the respective field, if required
- Click the Save button to save the edited information
- Click the Cancel button to close the Edit User screen
Figure 4: Manage User - Edit User
Manage User - Edit User - Permission
- Click the Permission tab in the Edit User screen.
- Click here to know the usage of Permission screen
Manage User - Delete User
- Click the Delete button
- The Delete User dialog box is displayed.
- Click Yes to delete the User
- Click No to retain the User and close the Delete User dialog box.
Note:
If you click No all user data will be deleted too.
Figure 5: Manage User - Delete User.