** Best experienced in Full Screen **
28 STEPS
Welcome to this tutorial, Set Up a New User in the Gateway. There are four steps to setting up a new user: Add the User, Set the User Roles, Set Up Preferences (email alerts), and Create a Password.
Three levels of users can be set up in the Merchant Portal.
1. Admin Users - These users have the highest level of access to the Gateway and can only be assigned by other Admin Users.
2. Location Users - These users may also be referred to as a merchant, MID, or TID. Location users are attached to a location or multiple locations and will have access to only those locations.
- There are two types of Location users available to choose from, depending on the roles they should have access to.
> Location Admin - This user can create new Location Users and Location Admins.
> Location User - This user cannot create other Location-level users or admins. They can only perform the roles enabled for them by the Location Admin. They can also create Contact Users.
3. Contact Users - These users, also referred to as Cardholders, are the customers of the Location users. Location Users can choose to grant access to their Location to their Cardholders.
Create a New User
1. Start from the Locations view.
2. Click on the Location Name where you want to add the new user.
3. Click Settings.
4. Click Users.
5. Click Add User.
6. Complete the Add New User form.
Fields with a Red Asterisk are required.
7. If your business utilizes API functionality, click the Circled Arrows buttons to generate keys for the user.
8. Click Save.
9. After saving, you will see a warning that the user has no roles assigned. We will cover roles in the next steps.
Add User Roles
1. Start by clicking Roles.
2. Click Edit.
3. Shortcut buttons Check All and Uncheck All will be available once you are in edit mode.
4. Or, you can select roles individually using the Checkboxes.
5. Click Save when all desired roles have been selected.
6. A confirmation window will pop up with a list of all the roles enabled. Close the window by clicking the 'X.'
7. Next, we will select the Gateway activities (preferred activities) that will be automatically emailed to the user.
Set the Users Email Preferences
1. Start by clicking Preferences.
2. Click Edit.
3. The Preferences menu also has the Check All and Uncheck All buttons.
4. Or, you can click the Checkbox next to each action or report the user needs to receive.
5. Click Save when finished.
6. Another confirmation window will pop up with a list of all the preferences enabled. Close the window by clicking the 'X.'
7. The final step is to set up a first-time Password for the user.
Create a User Password
1. Click Change Password.
2. Create and confirm the New Password. The password requirements are listed to the right of the form.
Be sure to provide the user with this temporary password.
3. Click Save.
That's it. You're done!
That concludes this tutorial, "Set Up a New User." If you need additional information or assistance, please visit our knowledge base at https://kb.fortis.support. Thank you!