User Account Information (M)

The User Account Information page contains details about your account, including your login information, saved information and contact details for your business, and information about business owners and bank accounts. On this page, you can change your password, edit bank account details, and control several other key aspects of your account.

Navigate to the User Account Information page by clicking Settings in the left-hand navigation panel, and then clicking User Account Information in the User Settings section of the Settings page.

Partial view of the Business Information page, including the Business tab.

User Account Information Features

The User Account Information page is divided into tabs that contain information about specific aspects of your business profile. To view a tab, click the tab name on the left-hand side of the page.

Tip: You can also access specific tabs of the User Account Information via the following Settings links: Ownership Information, or Account Information.

Login Tab

The Login tab allows you to change how you log in, including changing your password or enabling single sign-on. You can also add IP addresses to a whitelist or blacklist to control who can log in to your account. The Login tab includes the following editable details:

Login Tab Field Name	Description

Login Tab Field Name	Description
First Name	Your first name.
Last Name	Your last name.
Address	The street address portion of your mailing address.
Address 2	The suite number or other information associated with your address.
City	The city portion of your mailing address.
State	The state portion of your mailing address.
Zip	The zip code portion of your address.
Country	The country portion of your mailing address.
ID	The Payrix-generated ID number associated with your account.
EMail	Your email address.
Phone	Your phone number.
Fax	Your fax number.
Status	The status of your account: Active, or Inactive.
User Name	Your user name, which you use to log in to the Payrix portal.
Password	Your password, which you use to log in to the Payrix portal.

Login Tab Actions

The Login tab supports the following actions: edit your login information and enable single sign-on.

To edit the Login tab information, click the PENCIL icon in the upper right-hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes, or click the X icon to discard changes.

To enable single sign-on, follow the steps below:

Step 1: Click the ENABLE SINGLE SIGN-ON button to open the One Login page.
Step 2: Enter your Username and Password to continue.
Step 3: Follow the prompts to enable single sign-on to your account, or discard your changes and return to the Login tab by clicking the back button in your browser window.

Note: Single sign-on (SSO) is an authentication system that allows you to log in with a single ID to any of several related websites.

Login Tab IP Address Listings

The bottom of the Login tab contains IP addresses that you have either whitelisted or blacklisted, to control who can log in to your account, and allows you to add a new IP address to either list.

Note: Adding an IP address to the blacklist may restrict your access to API and Portal resources. If you are connected from the same IP address that you add to the blacklist, you will be disconnected from the Portal and any API sessions.

The IP addresses are displayed in tables for both the whitelist and blacklist, including the following information:

IP Address White/Blacklist Table Column Name	Description

IP Address White/Blacklist Table Column Name	Description
Start	The date that the IP address was added to the list.
Finish	The last date that the IP address will be included on the list.
Status	The status of the IP address: Active or Inactive.

Login Tab IP Address Listings Section Actions

The Login Tab IP Address Listings section supports the following actions: add a new IP address, and remove a saved IP address.

To add a new IP address to a list, click the ADD NEW IP ADDRESS button located in the top right-hand corner of either the Whitelist section or the Blacklist section. The Add New IP Address lightbox will open on the page. Enter the required information, and click ADD NEW IP ADDRESS to save the address, or return to the previous page without saving by clicking the CANCEL button.

To remove a saved IP address from a list, click the X icon on the right-hand side of the page to open the Delete IP Address lightbox. Click DELETE to remove the IP address, or cancel without removing the address and return to the previous page by clicking CANCEL.

Business Tab

The Business tab contains editable details about your business, including the following information:

Business Tab Field Name	Description

Business Tab Field Name	Description
Legal Business Name	The legal name of the business.
Tax ID Number (TIN)	The business’s tax identification number.
Type	The type of business. Choose from the following: Sole Proprietor Corp LLC Partner Nonprofit Gov
Email	The business’s email address.
Phone	The business’s phone number.
Customer Service Phone	The phone number used to reach the business’s customer service department.
Fax	The business fax number.
Address	The street address portion of the business mailing address.
Address 2	The suite number or other information associated with the business address.
City	The city portion of the business mailing address.
State	The state portion of the business mailing address.
Zip	The zip code portion of the business mailing address.
Country	The country portion of the business mailing address.
Custom Description	A description of your business.
Website	The URL for your business’s website.

To edit the Business tab information, click the PENCIL icon in the upper right-hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes, or click the X icon to discard changes.

Owner Tab

The Owner tab contains editable details about the owner of the business, including the following information:

Owner Tab Field Name	Description

Owner Tab Field Name	Description
First Name	The owner’s first name.
Last Name	The owner’s last name.
Email	The owner’s email address.
Phone	The owner’s phone number.
Fax	The owner’s fax number.
Address	The street address portion of the owner’s mailing address.
Address 2	The suite number or other information associated with the owner’s address.
City	The city portion of the owner’s mailing address.
State	The state portion of the owner’s mailing address.
Zip	The zip code portion of the owner’s address.
Country	The country portion of the owner’s mailing address.

To edit the Owner tab information, click the PENCIL icon in the upper right-hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes, or click the X icon to discard changes.

Account Tab

The Account tab contains editable details about your account, including the following information:

Account Tab Field Name	Description

Account Tab Field Name	Description
Merchant ID	The ID number associated with your account.
Entity ID	The ID number associated with the account entity.
Created	The date that the account was created.
Login Name	The login name associated with the account.
Date Boarded	The date that your merchant account was boarded.
Boarding Status	The status of your boarding.
Amex	Indicates that your website accepts Amex
Discover	Indicates that your website accepts Discover.
Merchant Category Code	The category code for the type of merchant business.
Status	The status of the account: Active, Inactive, or Held.
T&C Version	The version of the terms and conditions applied to the account.
T&C Date Accepted	The date that the terms and conditions were accepted.
T&C Time Accepted	The time of day that the terms and conditions were accepted.
T&C IP Accepted	The IP address from which the terms and conditions were accepted.

To edit the Account tab information, click the PENCIL icon in the upper right-hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes, or click the X icon to discard changes.

Banking Tab

The Banking tab allows you to add a new bank account, and displays an editable list of all bank accounts associated with your account, which includes the following information:

Banking Table Column Name	Description

Banking Table Column Name	Description
Name	The name of the bank account.
Primary Bank Account	Indicates whether this bank account is the primary account. If it is the primary account, a Checkmark will be displayed in this column.
Routing Number	The routing number for the bank account. For security, only the last 4 digits are shown. To view the entire number, click the EYE icon.
Account Number	The account number for the bank account. For security, only the last 4 digits are shown. To view the entire number, click the EYE icon.
Plaid	Indicates whether the bank account is connected to Plaid.

Banking Tab Actions

The Banking tab supports the following actions: edit a saved bank account and add a new account.

To edit a saved bank account, click the EDIT ACCOUNT button on the right-hand side of the table row to open the Edit Account lightbox. Edit your information, and then click the SAVE button to save your changes, or click the CANCEL button to discard changes.

To add a new account, click the ADD NEW ACCOUNT button in the top right-hand corner of the tab to open the Add Account lightbox. Follow the prompts to enter information about your bank account, then click ADD ACCOUNT to add the new bank account, or discard your changes and return to the previous screen by clicking CANCEL.

Change Requests

The Change Requests tab displays a list of any changes requested to your account, including the following information:

Change Requests Tab Field Name	Description

Change Requests Tab Field Name	Description
Fields	Indicates the User Account information fields changed in the request.
New Value	Indicates the type of change requested.
Date	The date that the request was placed.
Status	The status of the request.

Show More Tabs

Click the SHOW MORE tab to access additional details about your Payrix account including the resources described below.

Tab Name	Description

Tab Name	Description
Work Flows	A table of any work flows associated with your account. For more information about work flows, visit the Work Flows page.
Terminals	A table of any card terminals associated with your account. You can also add a new terminal in this tab.

Related Pages:

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