This topic covers how to add multiple Virtual Terminal Users at one time using a template. The template is down-loadable from the Merchant Portal. It is best to identify the necessary permissions for each individual before beginning the process.

How to add B2B Virtual Terminal users in bulk

1.Select menu path Settings > WebGUI Users (Virtual Terminal Users).

a.NOTE: If your organization has multiple merchants, double click a merchant line to select.

2.Click the bulk add option.

3.Click the Download Template button.

4.Click the Open button to proceed.

5.Complete the template. Enter the First Name, Last Name, Email, and Phone number of the first user. In column E - S, indicate the desired permissions by entering an X in the appropriate column (Upper or lower case X or T characters are all valid to select the permission). Pay close attention to select the desired environment.

Administrator access in a Production environment allows the user to view real raw card numbers. This access should limited to those that business requirements dictate this level of access. Administrator rights in Dev and QA environments also reveal raw card numbers as entered for testing purposes.

Permission role



Administrators role is a Server ID-wide permission and cannot be configured based on transaction types, ranges or user roles. Once assigned, the User is able to view raw card numbers on ANY transaction within the Server ID.

You can view which Users have displayed Raw Card Numbers in the Audit Log in B2B Virtual Terminal.

By assigning this role to a User, the Customer understands and accepts the risk associated with permitting its employees and vendors to view raw card numbers. We are not liable for any potential fraud committed by customer’s employees or agents who have been granted this permission. The Customer understands that we cannot assist in any investigation should a compromise occur.


Ability to perform standard authorizations, verbal authorizations, and to cancel authorizations.


Ability to perform credits.


Ability to perform settlements, reset and close batches.


Ability to execute and download reports.

7.Enter all users to be added via the template.

8.Click File | Save as and save the file to your local drive.

9.Close the File.

10.Back on the Merchant Portal Bulk Insert Users dialog box, click in the Upload File field.

11.Navigate to where you saved your template and click the Open button.

12.Click the Upload Users button. The Progress Summary will indicate the success of your download or errors that must be corrected.

13.Click close. A Welcome email is automatically sent to the Email address you entered for the User instructing them to change their password and enroll in the password reset utility.