Use Case: Set Up an Admin User Account
New users need to configure their accounts before they begin processing transactions or performing other tasks in the Portal. This tutorial will walk you through the steps to access administrator privileges, enable multifactor authentication when logging in, and locate API key information for your account.
Objectives
Set up a new account with admin privileges
Enable multi-factor authentication for login
Locate API keys for your account.
Audience
Facilitators
Referrers
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
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.
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.
Additional Resources
For more information about Admin User roles and access capabilities, see the Understanding Users & Roles page.
For more information about Multi-Factor Authentication (MFA), visit the Using Multi-Factor Authentication (MFA) page.
For more information about API keys, visit the What Is An API Key? page.
Set Up Your First Admin User Account
1. Enable Admin Privileges for a User
Step 1: Click USERS under Management in the left-hand navigation panel to open the Users page.
Step 2: Locate your user name in the Users table by typing the name in the search box in the upper right-hand corner of the page and hitting enter.
Step 3: Click the user name to open the User Profile page, then click the PENCIL icon in the upper right-hand corner to edit the User information.
Step 4: Click the ROLE field and select the FULL ACCESS role for the level of entity respectively.
Step 5: 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:
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 Portal. You can navigate away from the page.
3. Find your API Key
Step 1: Navigate to the API Keys page by clicking SETTINGS in the left-hand navigation panel.
Step 2: 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 Portal.
References
Click the links or items below to access any of the following pages:
Users page [Merchants][Referrers][Facilitators]
User Profile page [Merchants][Referrers][Facilitators]
Settings page [Merchants][Referrers][Facilitators]
Multi-Factor Authentication Enablement page [Facilitators]
API Keys page [Merchants][Referrers][Facilitators]