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Use the Edit User page to modify existing User Profiles.
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How to Use This Page
Select a User Profile.
Edit fields
...
as needed.
Click the Save button.
NOTE:
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Deleting User Profiles
Select a User Profile.
Click the Delete User Profile button at the bottom of the page.
| Info |
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Removing permissions from your user account will prevent you from accessing these features the next time you log in. Users may add only those features they have permission to, so you will not be able to add these permissions to your user account without involving another PayTrace user. |
Detailed Help
Links
Download a list of User Profiles:
Download a list of User Profiles in .csv format.
Change Password:
Redirects you to change a user's password.
View Change Log:
View details of changes made to a user profile within the past 30 days.
Required Fields
User Name:
Must consist of 6 to 15 alpha-numeric characters and should contain the user's unique ID that is used to log into the PayTrace system.
Contact Name:
Must consist of 1 to 50 alphabetic characters and should contain the user's full name.
Email Address:
Must consist of a valid email address of 7 to 50 alpha-numeric characters and should contain the user's preferred email address. If the user forgets their password, their user name and password will be emailed to this address at their request.
Sale Ceiling Amount:
The maximum amount that may be processed as a Sale by the user. A value greater than 0.00 must be provided when selecting the Sale permission.
Refund Ceiling Amount:
The maximum amount that may be processed as a Refund by the user. A value greater than 0.00 must be provided when selecting the Refund permission(s).
Disable Account:
Defaults to No.
Optional Fields
Credit Cards:
Process Sales:
Enables user to process sale transactions
Process Forced Sales:
Enables user to process forced sale transactions that have already been authorized offline
Unreferenced/New Refunds:
Enables user to process new refunds without referencing an existing transaction
Process Voids:
Enables user to void transactions
Referenced/Existing Refunds:
Enables user to process refunds only by referencing an existing transaction
View Transactions:
Enables user to search and view transactions
Capture Transactions:
Enables user to capture authorization transactions
Settle Transactions:
Enables user to settle transactions
Checks:
Process Sales:
Enables user to process check sales
Unreferenced/New Refunds:
Enables user to process check refunds without referencing an existing transaction
Manage Checks:
Enables user to manage checks
Referenced/Existing Refunds:
Enables user to process check refunds only by referencing an existing transaction
View Checks:
Enables user to search and view check transactions
Settle Checks:
Enables user to settle check transactions
Account:
Manage Customers:
Enables user to add and edit customer profiles
Delete Customer:
Enables user to delete customer profiles. In order to delete customers, you must have manage customer permissions
Recurring Payments:
Enables user to add and edit recurring transactions
Manage Design:
Enables user to change the color and logo of the PayTrace account
Discretionary Data:
Enables user to add and edit discretionary data fields
Manage User:
Enables user to add and edit user accounts and modify permissions
Security Settings:
Enables user to change security settings for account
Payment Link:
Payment Link Settings:
Enables user to edit Payment Link Settings
Payment Link Design:
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For more information on all the fields on this page, please see the New Users page.
Need more help?
Our support team will be happy to assist you.
If you are unsure where to go, try the search bar on the top right of any page.
If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.