Using the Dashboard (Merchant View)

Welcome to the Exact Pay Dashboard. This interface is divided into six main sections: User Settings, Merchant Onboarding, Merchant Accounts, Reporting, Users and Invites, and Roles and Permissions.

TABLE OF CONTENTS

• Account
• Merchant Accounts
• Reporting
• Users and Invites
• Roles and Permissions

Account

Upon logging in you will see the name of the account being accessed in the top-left (Flower Power):

User Settings

Clicking on the name beneath the Account being viewed will present the user with two options, User Settings and Logout. The User Settings settings page allows the user to change their password whenever they like using the Current Password and New Password fields:

Merchant Accounts

By default, a Merchant Administrator cannot view this section:

Reporting

The Reporting allows a user to generate new reports, and to view or download previously generated reports for up to a year:



There are several report types that can be generated, including: Accounts, Transactions, Chargebacks, Settlement, and Funding:



A Report Type, Name, and Date Range must be chosen before the report an be generated:



Once the Generate Report button is pressed it can take some time before it is available to view or download. During this time the stopwatch icon is visible:

Upon Completion the Status option to download the report as a JSON or CSV file are visible:

Users and Invites

The Users & Invites section shows a list of all users with access to the Account. 



Selecting a User and clicking Edit User Info will allow an Admin user to edit a User’s Name, Email Address, Phone Number, User Role, Lock or Unlock the User, or Delete the User profile: 

Note: Only users with the same or lower permissions can be edited. Users with a higher role will not be editable and will appear as "Private""

Roles and Permissions

The final section is Roles & Permissions. This will allow an Admin user to view the existing roles on the account that they can assign, and the permissions for each. Note that a Merchant Administrator will be unable to view Partner Admins or the role:

Selecting a role will allow a user to view the Role’s permissions. Here is a partial snippet of what that screen looks like:



At the bottom of the page there is a toggle switch to enable or disable the role:



It is also possible to create new roles by selecting Create New Roles in the top-right corner of the Roles screen:



Selecting “Distribute this role downstream” and then selecting Accounts will allow Accounts boarded under this Organization to also use this User Role. Once the user has finished adding permissions for the Role select Save New Role at the bottom of the page:



When finished select Save New Role at the bottom of the New Role page. 

The newly created role can be viewed, edited or deleted from the Roles menu:



Now, upon inviting a new user, this role will be available on the Invite User screen: