This topic covers the actual creation of a Virtual Terminal User and selecting the appropriate B2B Gateway subdivision and permission roles for the user.

How to add an individual B2B Virtual Terminal user

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 add option.

3.Complete the First Name and Last Name fields.

4.Press tab or click into the next field, the Display Name and Username automatically populate. The Display Name can be modified if desired. (e.g. if you want to add middle initial).

5.Complete the Email, Phone, and Position/Department fields.

6.Leave the Enable checkbox selected.

a.This will only be de-selected if, for example, a User leaves the Organization and the ID should be disabled.

7.In the Member Of section, select the Permission Group(s) to which you want to add the User.

Click to Expand

Click to Expand

a.The Member Of sections contains all available Subdivisions and Permission Groups for the merchant. Select the desired subdivision, if applicable.

b.Click the dropdown list for each environment (and within each subdivision in applicable) to select the appropriate permissions for that environment.

Warntransparent
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

Definition

Administrators

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.

Auth

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

Credit

Ability to perform credits.

Settle

Ability to perform settlements, reset and close batches.

Reporting

Ability to execute and download reports.

8.Click the save option. 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.

 

See also ...

-Planning User Permission Requirements

-Subdivisions