User Profiles are used to gain access to PayTrace Accounts online via the Web or used by proprietary applications/3rd party software looking to post transactions for processing to the PayTrace Gateway. Two different types of user profiles can be used to access PayTrace, a Web User OR an API User. These user profiles provide a controlled level of access that are specified by an administrator, to limit functionality or access to the areas of the account.
User ManagementGuide to creating and managing user access to your PayTrace account. Also setup and control who receives reports and notifications.
Web User
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To access your PayTrace account, user profiles must be created. Two types of profiles are available, each with a controlled level of access specified by the administrator. The User Management Guide can be used to create and manage user access to the PayTrace account and set up and control report and notification recipients.
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Web Users
Users can access any portion of PayTrace Virtual Terminal (VT) through the Internet. These users' passwords
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expire every 90 days and
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must be updated after they expire. Web
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user login credentials
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also work for accessing the API
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. For more information please watch the video below.
: Creating a Web User Profile :
API User
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users cannot access the VT; they only allow third-party software to communicate with the API.
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For more information please watch the video below.
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API User credentials will not allow access to the Virtual Terminal. This approach is consistent with PCI DSS security compliance requirements. |
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Creating a API User Profile
User Passwords
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Password Requirements
Web Users
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Passwords expire every 90 days and must be updated. |
Passwords must contain a mix of letters and numbers with at least eight characters.
At least one uppercase and one lowercase letter is required
Passwords expire after four consecutive failed login attempts.
Passwords must be unique and not match the previous four passwords used for the user profile.
API Users
API user credentials are leveraged through 3rd party integration software.
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Do not create API user passwords that contain special characters. Certain special characters can cause issues when being read by the API. |
Passwords must contain a mix of letters and numbers with at least eight characters.
At least one uppercase and one lowercase letter is required
API user passwords do not expire.
Passwords expire after four consecutive failed login attempts.
Passwords must be unique and
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not match the previous
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four passwords used for the user profile.
Disabled Users
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After four unsuccessful API or Virtual Terminal login attempts, the user will become disabled, and the password will expire. |
Re-enabling Disabled Users
Access the Virtual Terminal with an admin account.
Access the Users menu on the left-hand side.
Access the Edit User menu option.
Find the User from the drop-down menu.
Under the user email, you will find the Disable User checkbox.
If selected, the user is disabled.
Uncheck the box.
Scroll down to save the user.
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