Add User
Once in BackOffice, the Administrator is able to allocate User Names and Passwords to additional users by making use of the User Manager function.
Mouse over User Manager, and click on Add User. The following screen will appear:
Fill in all the mandatory fields (marked X) and click on Add User. A resultant message will be displayed
Edit User
You can edit a user to change any of the user information previously captured, or to suspend a user from having access to BackOffice.
Mouse over User Manager, Edit User and click on General.
Click on the name of the user you want to edit.
Make the required change(s) and click on Save. The success message: “The user was successfully updated” will be displayed.
Service Functions
Service Functions is used to allocate the functions within BackOffice which you (the Administrator) want to allow the new user to have access to.
Mouse over User Manager, Edit User, and click on Service Functions.
Click on the name of the user you want to allocate function(s) to.
Tick the appropriate functions allocated to the user and click Save. The success message: “The service functions were successfully updated for the user” will be displayed.
Service Parameters
The Service Parameters menu item is used to allocate the Application ID and/or Card Acceptor ID to which the selected user will have access for processing transactions and viewing reports etc. in relation to the selected Service Functions
Mouse over User Manager, Edit User, and select Service Parameters
Click on the name of the user you want to allocate parameters to
Click on the Application ID/s you need to allocate to the user. Highlight your allocation and click on Save. The success message: “The service parameters were successfully updated for the user” will be displayed
Application Parameters
The Application Parameters screen is used to allocate the Application ID and/or Card Acceptor ID to which the selected user will have access for processing transactions and viewing reports etc. in relation to the selected Service Functions.
Mouse over User Manager, Edit User, and click on Application Parameters.
Click on the name of the user you want to allocate parameters to.
Edit the relevant Parameter (Default is No) and click on Save. The success message: “The service parameters were successfully updated for the user” will be displayed
Security Configuration
The Security Configuration screen is used to set the Security Parameters for all users in terms of their passwords, validity, suspension and login notifications. These parameters can only be set by the Backoffice Administrator.
In the menu bar, click on User Manager, scroll to and click on Security Configuration.
This will bring up the following form on which you can now change the system defaults to suit your own requirements. Please remember that changes made to the defaults will apply to ALL users that you have given BackOffice access to.
NOTE:
- Strong Password: The default is No. This means that the password can be anything as long as it is not less than the default minimum length. If you change the default to Yes, then the users password must be a combination of alpha/numeric and special characters also not less than the default minimum length.
- Minimum Password Length: The default is 6. You can change it to any higher number. If you do then this number will apply to ALL users.
- Strong Username: The default is No. This means that the username can be anything as long as it is not less than the default minimum length. If you change the default to Yes, then the username must be a combination of alpha/numeric and special characters also not less than the default minimum length.
- Minimum Username Length: The default is 4. You can change it to any higher number. If you do then this number will apply to ALL users.
- Enforce Password Change: The default is No. This means that users will never be forced to change their passwords. If you change the default to Yes, then all users will have to change their passwords in accordance with the Password Change Frequency that you set next.
- Password Change Frequency (days): The default is 60 days. This default is only valid if you change the Enforce Password Change default to Yes. If you do this then you can also change this number of days default to a longer period.
- Auto Suspend Users: This is used to automatically suspend a user from accessing Back Office after a set period of time. The default is No. If you want to suspend ALL the users after a certain period of time then change the default to Yes.
- Auto Suspend After Period (days): The default is 60 days. This default is only valid if you change the Auto Suspend Users default to Yes. If you do this then you can also change this number of days default to a longer period.
- Login Notification to Administrator: This is used if the Administrator wants to know every time a user logs in to Back Office. The default is No. Simply change this to Yes and the Administrator will be notified by email every time a user logs in to Back Office.
- Keep Password Unique: This is used to set the period after which a user can use the same password again. The default is One Time. What this means is that when a user’s password expires after the default period of 60 days or the new period set by the Administrator, the user will have to enter a new password in accordance with the relevant settings above. They can then use their original password again after this period has expired. If you want the period longer before a previous password can be used again, select one from the drop down If you select Always, then the user will have to choose a new password every time their password expires.
After changing any of the default settings above, click on Save to effect your changes. The Administrator can change any of the above at any time.