Managing Users in APG

Once your instance of Anywhere Payment Gateway (APG) is approved, the Management tab > User Management menu option will become available. In this area, new users can be created and given permission to perform gateway processing-related tasks.

To manage users in APG, at the top right corner of the screen, click Management > Manage Users > User Management. The User Management list will appear, showing users in your instance of APG.

An image of the APG User Management page.

Adding a User

In the User Management list, click the blue + icon at the bottom right corner of the page.

An image of the APG User Management page, highlighting the add icon.

In the Add User form, complete the required fields.

  • Email Address

  • First Name

  • Last Name

  • Select Merchants: Super admins can choose from a list many merchants—click the check-box by all the user should have access to.

  • Select Roles: A user's role determines which features and areas they can access. Choose the user's roles from this drop-down.

    An image of the Add User form.

  • Active: This toggle allows you to quickly disable or enable a user's access.

  • Primary: This toggle allows you to label a specific user as the primary contact.

Note: New users receive an email with a temporary password.

 

Role Types in APG

Below is a general list of roles in APG and their descriptions.

Role Name Description
Group Merchant Admin Multiple merchant access.
Merchant Admin Full access; no restriction.
Merchant Dispute User Full Dispute Management functionality access.
Merchant Reporting User Can run/view reports.
Merchant Virtual Terminal Has access to the Virtual Terminal tab for manual payments and voids.
Payment Recon - Exceptions Only This role will receive an email when there are payment reconciliation exception(s).
Payment Recon Notifications These users will receive all payment reconciliation email notifications.

Editing Existing Users

In the User Management list, click the user name. All fields listed above can be edited. Edit a user's roles under the Select Roles drop-down or activate / deactivate their accounting using the Active toggle.