Managing Accounts

You can manage and add users, manage your user profile, and change your security questions.

Managing Users

You can add users, change their roles, and disable or enable individual users. User management functionality is available only to administrator users.

There are three groups of users:

■	Administrators can register a merchant, add a product profile, manage users, update their own profiles, generate CyberSource Merchant Management keys, mass upload merchants, and re-send the merchant registration details email with Business Center login instructions.

■	Users can register a merchant, add a product profile, and update their own profiles.

■	Custom users can register a merchant, update their own profiles, and view Virtual Terminal settings. These users can also be given Virtual Terminal management permissions, which enables them to add and manage product profiles and settings.

Adding a User

 

Step 1

From the navigation menu, choose Account > User Management > Add User.

Step 2

Enter the required user information.

Step 3

Choose a role for the user.

Step 4

Click Send.

An email with registration information is sent to the user at the provided email address. The user must follow the link in the registration email to set up a username and password. When that is complete, he or she is added to the account. The email is valid for 24 hours.

 

Adding a Custom User

 

Step 1

From the navigation menu, choose Account > User Management > Add User.

Step 2

Enter the required user information.

Step 3

From the Role drop-down menu, choose Custom.

The Custom Role Permissions - Virtual Terminal and Secure Acceptance areas appear. By default, View permissions are already enabled.

Step 4

If you want the user to have Virtual Terminal and/or Secure Acceptance management permissions, check the Manage box.

Step 5

Click Send Activation Email.

An email with registration information is sent to the user at the provided email address. The user must follow the link in the registration email to set up a username and password. Once that is complete, they are added to the account. The email is valid for 24 hours.

 

Changing a User Role

 

Step 1

From the navigation menu, choose Account > User Management > Manage Users.

Step 2

Click the username of the user whose role you want modify.

Step 3

Choose a role for the user.

Step 4

Click Update.

 

Changing User Status

 

Step 1

From the navigation menu, choose Account > User Management > Manage Users.

Step 2

Click the username of the user whose status you want modify.

Step 3

Choose a status for the user.

Step 4

Click Update.

 

Unlocking Users

 

Step 1

Log in as an administrator.

Step 2

From the navigation menu, choose Account > User Management > Manage Users.

Step 3

Click the username of the user you want to unlock.

The user's information is displayed.

Step 4

Check Unlock.

Step 5

Click Update.

An email is sent to the user with instructions for resetting the password.