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    How do I manage users in the Virtual Terminal?

    Description

    How do I manage users in the Virtual Terminal?

    Resolution

    The Virtual Terminal (VT) can have multiple users with different levels of access. Users can be signed in simultaneously.

    To create a new user, sign in to your VT and select Users from the Configuration menu:

    Press Add New User.

    Assign the user their username and password, which they'll use to sign in. Enter an email address, which will be used if they ever need to retrieve their password: (See: How do I obtain a new password?)

     

    Set their permissions for Credit Cards:

    • Manual Transaction: allow/deny the ability to process individual credit card sales. Use the box on the right to set a maximum transaction amount, or leave it at $0.00 for unlimited.

    • Manual Credits: allow/deny the ability to process credits (refunds). Again, use the box on the right to set a maximum amount, or leave it at $0.00 for unlimited.

    • Recurring Transactions: allow/deny the ability to create recurring customers that run automatically on a regular schedule.

    • Batch Operations: allow/deny the ability to settle batches, etc.

    Set the equivalent permissions for Virtual Checks:

    Finally, set permissions for Shopping Cart settings and User Management:

    Press Add User to create the subuser. You can change or remove your users at any time by returning to the User Management page and selecting Edit or Delete.

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