Add User

Add User can be accessed by clicking Add button in the User Management page.

The Admin role users can add a new user through this page.

The page contains the following elements:

Add User

  1. Role — Drop-down to select the Role, displays with the list as Customer User, Customer Admin, Merchant User, and System Admin.
  2. Merchant Name — Drop-down to select the merchant to which the user needs to be associated
  3. Card Not Present Channel & Card Present Channel — Dropdowns to select Channel names for the user
  4. Personal Information — Section which includes the user's personal details as follows:
    • Username — Field to enter a uinque username(username guidelines can be known by clicking information icon)
    • Password & Re-enter Password — Fields to enter the Password
    • First Name, Middle Initial, Last Name fields to enter the names of the user with Prefix and Suffix dropdowns
    • Gender — Drop-down to select the gender of the user as listed on the Photo ID.
    • Job Title — Field to enter the Job Title of the User
    • Department — Field to enter the department which the user belongs
  5. Preferences — Section which has the information related to the Preferences of the user
    • Preferred Language — Dropdown to select a preferred language, when the user logins into the application, the selected language on this field will be the default language that is rendered by the application.
    • Payment Action — Radio buttons of Pre-Authorization and Sale to select, depending on which the payments made by the user are processed
    • Transaction Category — Radio buttons of Card Present Card Not Present to select from, displays as default setting of the user
  6. Demographic Information — section to enter
    • Address Fields of the User
    • Phone Number, Fax Number and Mobile Number fields with the country code drop-down to select for the user. The user can select the radio button for the Mobile Number, the way they want to receive the text messages.
  7. Email and Re-enter Email — Email address of the user to be entered here
  8. Cancel— Button that cancels the process of adding a new user
  9. Save — Button which is disabled by default

An additonal Customer Name drop-down is displayed if the Role has been selected as Customer User or Customer Admin.

Payment Action will display depending on the Merchant settings, if only one Payment Action is selected at the Merchant level then these are hidden on Add User page and the default action will get applied to all the Users.

If Same as Customer's/merchant's checkbox is selected then the address fields are auto-filled with customer's/Merchant's address.
Same As Customer's Address or Same As Merchant's Address checkbox is not displayed if the selected Role of the user is System Admin.

Save button gets enabled after all the required fields are filled out.

Note

Password must be 12 characters in length including 1 uppercase letter(s), 1 lowercase letter(s), 1 number(s), and 1 special character(s).
The Password properties/rules can be modified on demand upon client's request and are driven from the ui.properties.

Clicking on Cancel button will take the System Admin back to the User Management page without adding a new user, clicking on Save button will add a new user and the Admin role user is returned back to the User Management page with a success message.

User Summary

Once the user is created, a Welcome Email and a Text Message will be sent to the user.

Updated As Of Version 6.0.0