Managing User Security

Office administrators can restrict user access in the Applied Payment portal.

A user is assigned an administrator role if they complete the Applied Pay registration process. The administrator can assign permissions for other users to access the Applied Payment portal.

Requesting Access to the Payment Portal

1. Access the Applied Payment portal via Applied Epic. You are redirected to a form to request access to the portal.

2. Enter the required information and click Request Access.

Once your request is approved, an email is sent to you.

Granting Access as an Administrator

When a request is submitted to access the Applied Payment portal, you receive an email notification.

To assign user permissions for access:

1. Log in to the Applied Payment portal.
2. Navigate to the Users tab and click the dropdown arrow next to the user who requested access. The checkmark in the Active column is grey for users without a role assigned to them.
3. In the expanded view, assign the user roles and permissions.
1. Set the Account Status to Active.
2. Assign a Role for the user.
• Enterprise Administrator: Has full access to the Applied Payment Portal. Administrators can activate and deactivate user accounts and assign/edit user roles and permissions. Enterprise Administrators can view all merchant accounts.
• Group Administrator: Has full access to the Applied Payment Portal. Administrators can view, activate and deactivate user accounts, and assign/edit user roles and permissions on the merchant accounts for the groups they are assigned to.
• Accounting: Has access to the Dashboard, Transactions, Payouts, Make a Payment, and Chargebacks EFT NSF sections of the Applied Payment portal for the merchant accounts this role can access.
• Customer Service: Has access to individualized Dashboard, Transactions, and Make a Payment sections of the Applied Payment Portal. These sections are limited to the merchant accounts and features the user can access, including payment details the user has processed. Customer Service roles can view all transactions for their assigned merchant groups. The refund transactions permission defaults as Allow for this role.
3. Use the dropdown to assign the user to merchant groups. Click the X next to a merchant group to remove the user.
4. Allow or Deny the user access to specific merchant accounts. Only merchants granted Allow access display when you make a payment in Epic.
5. Allow or Deny the user access to specific features.
4. Click Update.

Add a User

You can add existing Applied Epic users to the Applied Pay Portal and assign them to a specific Merchant Group or Merchant Account. Only Enterprise Administrators or the Group Administrator can add users. All imported users are assigned the role of Customer Service.

1. Click Add User.
2. To set a default merchant group and/or merchant account for users in the search results, choose a Merchant Group from the Assign Default Merchant Group and Assign Default Merchant Account dropdowns.
3. Search for users by first name, last name, email address, or email domain (for example, appliedsystems.com). Only exact matches display results.
4. Select the users to import into Applied Pay. You can select multiple users. Click the checkbox in the header row to select all users.
5. Enter an Email address for each selected user. Refund confirmations are sent to this email address.
6. Choose a Merchant Group and Merchant Account from the dropdowns next to the user to assign the selected user(s) to that group if you have not selected a default.
7. Click Apply.