User Profiles

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.

Web Users

Users can access any portion of PayTrace Virtual Terminal (VT) through the Internet. These users' passwords expire every 90 days and must be updated after they expire. Web user login credentials also work for accessing the API. For more information please watch the video below.

API Users

API user passwords do not expire. API users cannot access the VT; they only allow third-party software to communicate with the API. For more information please watch the video below.

Password Requirements

Web Users

• 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.

• 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 not match the previous four passwords used for the user profile.

Disabled Users

Re-enabling Disabled Users

1. Access the Virtual Terminal with an admin account.

2. Access the Users menu on the left-hand side.

3. Access the Edit User menu option.

4. Find the User from the drop-down menu.

5. Under the user email, you will find the Disable User checkbox.

   1. If selected, the user is disabled.

   2. Uncheck the box.

   3. Scroll down to save the user.

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