Multiple Merchant Access (Full Service, A&C, and C&S)

This type of user has access to multiple merchants' activity.

To set up a multiple merchant access user:

1. Set up a security group with multiple merchant access.

   To set up a security group for multiple merchant access:

   1. From the e-Connections Portal Administration menu, select User Admin.

      

      The User Administration page opens.

      

   2. Select Add A Security Group.

      The Add a Security Group page opens.

      

   3. Select I want to create a new Security Group, and then select Continue.

      The Add A Security Group - General Information page opens.

      

   4. Enter information in the fields as follows:
      • Security Group Name: Enter the security group's name.
      • Security Group Description: Enter the security group's description.
      • Security Group Type: Select Other.
      • Status: Select Active.
   5. Select Continue.

      The Add a Security Group - Access Level page opens.

      

   6. In the Access Levels panel, select Other Level.

      The panel expands to list the Other Level options.

   7. From the Front-End options list, select Chain or Custom, as required.
   8. From the Back-End options list, select Association.

      The Add a Security Group - Functions page opens.

      

   9. In the Functions panel, for each function you want to add to the security group, select Add, to open the associated page, select the options you require for that function, and then select Continue.
   10. Once you have added all the functions you want for the security group, select Continue.

       The Add a Security Group - Themes page opens.

       

   11. Select Enable for the themes you want, and select the Default theme, for the security group.
   12. For each theme you have enabled, select Define Preferences to open the Update a Security Group - Theme Preferences page, then make sure the check boxes for all the preferences are selected, and then select Continue.

       

       

       The Add a Security Group - Themes page opens again.

       

   13. Select Finish.
2. Set up a user associated with that security group.

   To set up a user associated with a multiple merchant access security group:

   1. From the e-Connections Portal Administration menu, select User Admin.

      

      The User Administration page opens.

      

   2. Select Add A User.

      The Add a User page opens.

      

   3. Select I want to create a new User, and then select Continue.

      The Add a User - General Information page opens.

      

   4. Enter the user's details, and select the appropriate Security Group that is set up for multiple merchant access.
   5. Select Continue.

      The Add a User - Access Level page opens.

      

      Note: The Front-End and Back-End options available will depend on the security group setup.

   6. Select the Front-End and Back-End options you want for the user, and then select Finish.