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New users need to configure their accounts before they begin processing transactions or performing other tasks in the Portalportal. This tutorial will walk walks you through the steps to access administrator privileges, enable multifactor authentication (MFA) when logging in, and locate API key information for your account.

Objectives

  • Set up a new account with admin privileges.

  • Enable multi-factor authentication MFA for login.

  • Locate API keys for your account.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Info

Prerequisite

  • You must have a fully boarded account to perform any of the actions described in this tutorial.

  • You must be a pre-existing Admin user or parent entity.

Warnings

Warnings

will provide insight or advice to avoid issues related to risk, visibility, and overall performance of the product during this use case.

Note

Warning: Users can only provision Admin access capabilities for other users if they are an Admin user for the entity you are logged in as, or a user associated with a higher entity, such as Referrer-level users provisioning Merchant Admin access for a Merchant-level user.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip

Tip: This can also be accomplished when boarding a new Referrer or Merchant. A CREATE LOGIN FOR checkbox will be made available in the Account Setup section of the signup form.

  • When this option is enabled, an Access Template drop-down will appear in the form allowing Merchant Admin Full Access or Referrer Full Access for Admin privileges respectively.

Additional Resources

Set Up Your First Admin User Account

1. Enable Admin Privileges for a User

Step 1:

  1. Click USERS under Management in the left

-hand

  1. navigation panel to open the Users page.

Step 2:

  1. Locate your

user name

  1. username in the Users table by

typing

  1. entering the name in the search box in the upper-right

-hand

  1. corner of the page and

hitting enter

  1. pressing Enter.

Step 3:

  1. Click the

user name

  1. username to open the User Profile page, then click the PENCIL icon in the upper-right

-hand

  1. corner to edit the

User

  1. user information.

Step 4:

  1. Click the ROLE field and select the FULL ACCESS role for the level of entity respectively.

Step 5:

  1. Click the CHECK icon in the upper-right corner to update the user’s role to Admin.

2. Enable Multi-Factor Authentication (MFA)

To enable MFA using an authenticator app or text/SMS, follow the applicable steps below:

Expand
titleClick here for steps to enable MFA with an authenticator app.
Step 1:

  1. When you first log in, you will see the Enroll in MFA lightbox during your login process. Select CONTINUE to begin enabling MFA.

Step 2:

  1. Click MOBILE APP to

select that the

  1. enable MFA login

occurs

  1. on an authenticator app.

Step 3:

  1. Download an authenticator app on your phone or mobile device. The recommended apps include the following:

    • Microsoft Authenticator

    • Google Authenticator

    • Okta Verify

    • SecurID

Step 4:

  1. Open the authenticator app and scan the QR code:

Result: An Enrollment Success message will appear appears on the page, indicating that MFA is enabled for your account. During future logins, your authenticator app will require that you verify your identity each time you log in to the Portalportal. You can navigate away from the page.

Expand
titleClick here for steps to enable MFA with text/SMS.
Step 1:

  1. When you first log in, you will see the Enroll in MFA lightbox during your login process. Select CONTINUE to begin enabling MFA.

Step 2:

  1. Click TEXT/SMS to

select that the

  1. enable MFA login

occurs

  1. on your phone.

Step 3:

  1. Verify that your phone number is correct. Click CONFIRM to continue or MODIFY to edit your phone number.

Step 4: Once

  1. After you confirm your phone number, the MFA authenticator will text you with a six-digit code. Enter the code into the prompt that appears on the page and click CONTINUE.

Result: An Enrollment Success message appears on the page, indicating that MFA is enabled for your account. During future logins, you will receive a text message with a verification code that you enter on the login screen each time you log in to the Portalportal. You can navigate away from the page.

Note: Once When you have MFA enabled MFA for your account, you have the option to select “Remember Remember me for up to 30 days, which allows you to log in without the verification for the next 30 days. Use this option if you are you’re not accessing the Portal portal on a shared device or network.

3. Find your API Key

Step 1:

  1. Navigate to the API Keys page by clicking SETTINGS in the left

-hand

  1. navigation panel.

Step 2:

  1. Click API KEYS in the Business Settings section of the Settings page.

Result: API Keys associated with your account are displayed in the API Keys table. You have the option to copy an API key by clicking the CLIPBOARD icon next to any key entry.

Conclusion

Your Admin account is ready for use. You can adjust additional account parameters in Settings or begin using the Portalportal.

References

Click the links or items below to access any of the following pages: