Fusebox User Setup Administration Guide July, 2015 Two Concourse Parkway, Suite 800, Atlanta, GA Elavon Incorporated All Rights Reserved

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Fusebox User Setup Administration Guide July, 2015 Two Concourse Parkway,

2 Fusebox User Setup Administration Guide Copyright Copyright 2015 Elavon Incorporated. All rights reserved. No part of this publication may be reproduced or distributed without the prior consent of Elavon Inc., Two Concourse Parkway, Suite 800, Atlanta, GA Disclaimer Elavon Inc. provides this publication as is without warranty of any kind, either expressed or implied. This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein. These changes will be incorporated in new editions of the publication. Elavon Inc. may make improvement and/or changes in the product(s) and/or programs(s) described in this publication at any time. Trademarks Fusebox is a registered trademark of Elavon Inc. All other brand and product names are trademarks or registered trademarks of their respective companies. Elavon, Incorporated 2015 i

3 Fusebox User Setup Administration Guide Preface This document describes step by step procedures on how to use your User Setup Guide including: User Setup Overview Setting Up a New User Editing User Information Profile and Entitlement Options This document is intended for all users of the Fusebox User Setup product and contains the information necessary for you to be able to use all the features of the product effectively. Typographical Conventions Throughout this guide, you will see words and phrases that appear in different fonts and formats. The following list describes the typographical conventions used in this guide. Bold text Indicates a menu option, a window title, buttons, and so on that you can use to identify a part of the user interface. Example: Print or Save As dialog box Menu selection sequences Indicates a series of menu options that you need to select in a particular sequence and listed in one step. Each menu option is separated by a pipe ( ). 1. Choose File Save As File Name and enter the name of the document. Courier text Indicate examples of software code. Usually this type of text is encapsulated in a code box as illustrated below. Begin Header <head> <title>batch Import</title> </head> End Header Elavon, Incorporated 2015 ii

4 Fusebox User Setup Administration Guide Bold courier text Indicates a command that you would type into a command prompt window as illustrated below. cd c:\users\ Italicized text Indicates that the word or phrase is: Emphasized for clarification as illustrated below. You do not need to select Apply. The word is replacement text, such as a variable for a piece of code that you need to enter the appropriate value for your implementation as illustrated below. <xml> <country_code>country Code</country_code> </xml> Elavon, Incorporated 2015 iii

5 Fusebox User Setup Administration Guide Revision History The following table provides a description of the changes made to this document from its origination to the current release. Revision Date Revision Notes First Edition - Orig Second Edition A Third Edition B Fourth Edition C Fifth Edition A Sixth Edition B Seventh Edition C Eighth Edition D Ninth Edition E Tenth Edition F AUG-2010 NOV-2010 AUG-2012 NOV-2012 JUL-2013 OCT-2013 FEB-2014 APR-2014 APR-2015 JULY-2015 Original Added Quick View and Quick Edit Fusebox 8.4 Release Fusebox 8.5 Release The document numbering has changed in this revision. The previous document number FUS is now replaced with FSB-0027-A. Updated for changes in November 2013 release. Updated for February 2014, 9.0 release Updated for April 2014, 9.1 release: PR Reset password messages PR Clone User New template. PR Clone User Enhancement and Allowing Address Updates. Elavon, Incorporated 2015 iv

6 Fusebox User Setup Administration Guide Table of Contents Title Chapter 1: User Setup Overview... 1 External Administrators... 1 User Profiles and Entitlements... 2 Chapter 2: Setting Up a New User... 3 How to Add a New User... 3 Add User Information... 4 Assign Profiles and Entitlements... 8 Assign User Hierarchies Hierarchy Search using Property Search Hierarchy Search using Navigate Tree Confirm and Save User Miscellaneous Hierarchy Information Select the Hierarchy View Track Hierarchy Nodes Chapter 3: Editing User Information How to Modify User Information How to Clone User How to Conduct a New Search To See a Quick View To Do a Quick Edit How to Edit User Profile How to Edit Account Status How to Deactivate an Existing User How to Activate an Existing User How to Reset a User Password Password Resets How to Update External User Address Elavon, Incorporated 2015 v

7 Fusebox User Setup Administration Guide Chapter 4: Profile and Entitlement Options General Tab Profile Options General Tab Profile Grantor Options - Grant Case Management Profile Options Grant Management Grantor Profile Options - Grant Batch and Transaction Management Profile Options Batch Management Grantor Profile Options BMUI Ships Profile Options Reporting Profile Options File-based Activities Profile Options Elavon, Incorporated 2015 vi

8 Fusebox User Setup Administration Guide Chapter 1: User Setup Overview This chapter provides an overview of key information you need to know in order to add new users to the Fusebox system as well as how to manage user profiles and permissions. You will also find instructions on how the administrator uses the User Setup application to manage users in the Fusebox portal. Topics in this chapter include: External Administrators User Profiles and Entitlements External Administrators An external administrator is created by a Fusebox technical support representative who has the entitlements to set up new administrators. This is done by completing the User Access Request Form External and submitting it to the Fusebox Technical Support Desk or by contacting the Fusebox representative. Customers must establish their own Fusebox administrator. The external administrator can assign other users to be the external administrator role, if desired. The external administrators can: Create a new user Assign or change the hierarchy, entity and/or site for obtaining the information the user needs Modify an existing user Deactivate a user Reactivate a user Reset a user s password The user login is tied to the role the user performs at their job. The administrator assigns users the correct entitlements to work with the Fusebox application and which hierarchy they need to access to perform various functions and access specific applications within the portal. Elavon, Incorporated

9 Fusebox User Setup Administration Guide Once the administrator creates the user, two system-generated s are sent to the new user. The first notifies the new user of their User ID and contains instructions on how to access the system. The second contains the user s temporary password. If the user does not have an , the external administrator contacts the user individually to give them the user name and temporary password. An administrator can see the temporary password for the user without an address, but they cannot see a temporary password for a new user that has an address. No one has access to an individual s personal password that they created. User Profiles and Entitlements This chapter provides the system functions and technical details that administrators need to do the following: Set up and configure system users Deactivate users to remove access to the system Unlock users who have been locked out of the system due to exceeding the number of failed login attempts Modify user preferences The Fusebox portal is designed to handle a variety of tasks, requiring different users to perform various functions within the system. A user s ability to perform specific functions or view certain information is based on access permissions tied to each user profile. Entitlements are grouped as a set of privileges, and the administrator assigns users a group of entitlements or a profile set. Users will only see data pertaining to the hierarchy node that they are assigned and the sites associated with that hierarchy level. If a user needs access to different entitlements than those available in one set, they are assigned another profile which includes the entitlements needed. When the user logs into Fusebox, the system recognizes their entitlements and hierarchies through the user profile. Entitlements are used by the UI and web services to show or hide user actions and hierarchy information. When referring to this document, be aware that you may not have access to every feature application or profile described because access is restricted by your user role and entitlements There are two parts to a user s profile, including the applications for which they have access rights and the data for the entity or site the application uses Users may also grant application access to another user even if they do not have access themselves Elavon, Incorporated

10 Chapter 2: Setting Up a New User Chapter 2: Setting Up a New User This chapter provides instructions on how to set up a new user in Fusebox. It also describes the features and configuration options in the User Setup application to manage users in the Fusebox portal. Topics include: How to Add a New User Add User Information Assign Profiles and Entitlements Add User Hierarchies Confirm and Save User Miscellaneous Hierarchy Information Select the Hierarchy View Track Hierarchy Nodes How to Add a New User To add a new user to Fusebox, the administrator does the following: 1. Enter user information. Add the user to the system including their user name, name, and contact information. 2. Assign profiles to user account. Profiles contain groups of entitlements to the system. 3. Assign hierarchy nodes. Assign specific levels of the merchant hierarchy the user can view in the system. 4. Confirm the user account setup. Elavon, Incorporated

11 Chapter 2: Setting Up a New User Add User Information To add a new user, do the following: 1. On the Fusebox portal, click User Setup. The Add New User window opens and the User Information tab appears. 2. Complete the form, adding user information. Note: Fields with an asterisk (*) are required. Elavon, Incorporated

12 Chapter 2: Setting Up a New User Field Characters Requirements User Name (*) (alphanumeric) Must be between 7 and May include the following characters: You cannot edit the user name 30 characters Period (.) once saved. Exclamation mark (!) First Name Cannot exceed 30 characters Last Name Cannot exceed 30 characters Address Line 1 (*) Cannot exceed 100 characters alphanumeric Number sign (#) Dollar sign ($) Percent sign (%) Apostrophe ( ) Asterisk (*) Hyphen (-) Question mark (?) Caret (^) Underscore (_) Grave accent (') Left curly brace ({) Vertical bar ( ) Right curly brace (}) Tilde (~) May include the following characters: Comma (,) Period (.) Apostrophe ( )Hyphen (-) Underscore (_) City (*) Cannot exceed 100 characters Country (*) United States or Canada Text cannot be typed into the text box. State / Province (*) Appropriate choices for State/Province appear in the drop-down selection box, after you select Country Code. Postal Code (*) Cannot exceed 100 characters Time Zone (*) United States Postal Code (or Zip Code) is 5-digit number. Expanded ZIP code, Zip+4, is allowed by adding the dash before the extension digits. Canada Postal code is 6-digit number. Format is six alphanumeric characters in the ANA-NAN sequence where A represents an alphabetic character and N represents a number from 0 to 9, example, K1A-0B1. Select from the drop-down list. Elavon, Incorporated

13 Chapter 2: Setting Up a New User Field Characters Requirements Business (*) Cannot exceed 50 May include the following characters: alphanumeric characters Period (.) Exclamation mark (!) Number sign (#) Dollar sign ($) Percent sign (%) Apostrophe ( ) Asterisk (*) Hyphen (-) Question mark (?) Caret (^) Underscore (_) Grave accent (') Left curly brace ({) Vertical bar ( ) Right curly brace (}) Tilde (~) Below business , message displays suggesting that each user have a unique e- mail address. Shared address: If user does not want others to have access to their (which contains user names and passwords), select the check box if user does not have an address. By selecting this option, the business is no longer a required field and you are able to continue to the next step in the setup process. When the last step of the setup process is complete, a window displays showing the user s new credentials. If check box if user does not have a unique e- mail address is checked, the following applies: Business appears without the asterisk symbol (*). Notification appears at the end of the setup process warning you that the new user s credentials won t be provided again. For more info, refer to Confirm and Save User in this document. Elavon, Incorporated

14 Chapter 2: Setting Up a New User Field Characters Requirements Business Phone (*)Numeric Must be between 10 and 20 characters May include the following characters: Period (.) Dash (-) Opening parenthesis ( Closing parenthesis ) No hyphen is needed when inputting the phone number. Business (Ext.) not required; numeric Cannot exceed 10 characters Business Fax Numeric May include the following characters: Period (.) Dash (-) Opening parenthesis ( Closing parenthesis ) Must be between 10 and 20 characters No dash is needed when inputting the phone number. 3. Review the information for accuracy. You cannot edit the user name once the profile is created. 4. Click Next. The Profiles and Entitlements General tab appears. If the user name is already in the system, you will receive an error message to select another user name. 5. Add a new user name to the User Name field. Elavon, Incorporated

Chapter 2: Setting Up a New User Assign Profiles and Entitlements To set up a new user s profiles and entitlements, perform the following steps: Note: Make sure you are on the Profiles & Entitlements

15 Chapter 2: Setting Up a New User Assign Profiles and Entitlements To set up a new user s profiles and entitlements, perform the following steps: Note: Make sure you are on the Profiles & Entitlements tab. 1. Select the entitlements for the new user on each tab. Note: Each tab represents a different application in Fusebox. In the following example, the applications available include General, Case Mgmt, Batch Mgmt, Reporting and File Based Activities. To view the entitlements for each profile of the application (tab), click on the profile name. The entitlements associated with that profile appear under the entitlements section. Note: You can hover over the profile name and the entitlements specific to that profile. You will also see information relevant to each tab you select as circled in red on the General tab. 2. Click on the tab of the application to which you want to add user profiles and entitlements. Elavon, Incorporated

16 Chapter 2: Setting Up a New User 3. Click on the text of the profile name to view the entitlements associated with the profile. The entitlements for the selected profile appear to the right. 4. Select the profile check box to assign to user. For a list of available profiles and entitlements for each tab, refer to the Profile Options section of this document. Profiles include the following: General Profile Options General Profile Options - Grantor Case Mgmt Profile Options Case Mgmt Profile Options - Grantor Batch Mgmt Profile Options 1 Batch Mgmt Profile Options Grantor Reporting Profile Options Batch Mgmt Ships Profile File-Based Activity Profile Options 1 Batch Management Profile Options include profile options for both Batch Management and Transaction Management. Note: If you need to create other users that grant profiles, you must be assigned the Universal Grantor Profile. 5. Select the check box next to the profile you wish to assign from each application tab. You can assign more than one profile to a single user. Users always have more than one profile. You must assign at least one of the following profiles to a user. These profiles appear in bold text on the user interface. Portal User No Home Page or Docs from Processor Portal User No Home Tab Portal User with Home Tab If you have not chosen one of the three required profiles, you will receive the following message: Please select a profile that includes reset own password. Each profile has specific entitlements. If the entitlements you select for a profile are not correct you will receive a screen message that explains the options for that entitlement. To remind you of the differences between the grant and non-grant profiles, the following message appears on each application tab: Elavon, Incorporated

17 Chapter 2: Setting Up a New User Grant Profiles give this user the ability to give this access to another user. To create a user that can give grant profiles, select the appropriate grant and the Universal Grant profile. 6. Click Next. The Hierarchies Property Search tab appears. Elavon, Incorporated

18 Chapter 2: Setting Up a New User You must have at least one hierarchy node assigned to the user or you will receive an error message. Note: Click Next to navigate through the tabs when adding a new user. Navigation cannot be accomplished by clicking User Information, Profiles & Entitlements, Hierarchies, Confirmation tabs. If you will be setting up or maintaining merchant users, you must have the required accesses for each of the external grant profiles that you will need to assign. If you have not been assigned to an external grant profile, the profile will not appear as an option when administering other external user accounts. Note: Some profiles are never assigned to a specific type of user. For example, BMUI users will never be given Portal User No Home Page profile because it will cause problems in using the BMUI application. Elavon, Incorporated

Chapter 2: Setting Up a New User After you have completely setup the new user you a Confirmation window displays showing User Information, Profiles & Entitlements, and Hierarchies for the new user. 7.

19 Chapter 2: Setting Up a New User After you have completely setup the new user you a Confirmation window displays showing User Information, Profiles & Entitlements, and Hierarchies for the new user. 7. Click Save to save the new user information. You will receive the following message. 8. Click OK. Assign User Hierarchies After each profile and entitlement is assigned to the new user, the next step is to add the hierarchy nodes to which you want the user to have access. The selected hierarchy defines the level of customer data access and allows the user to view information in the system pertaining to the selected hierarchy level. The user can only see data pertaining to the hierarchy node they are assigned and the sites associated with that level. Note: At least one hierarchy node must be assigned to add a new user. To locate the hierarchy to assign to the user, look up the desired level in the merchant hierarchy by providing criteria for a search in the Property Search tab, or navigate to the hierarchy level using the Navigate Tree tab. Elavon, Incorporated

20 Chapter 2: Setting Up a New User Note: Property Search displays results in a grid format. Navigate Tree displays results in a tree format. Hierarchy Search using Property Search 1. On the Hierarchies tab, select Property Search. 2. Select the user Hierarchy Name from the drop-down list or type the name in the free text field. For merchants configured to see different views of their Property IDs, click the Hierarchy View list and select from the merchant-specific view options. The default setting is System, which shows the Fusebox standard system-assigned IDs. Other views are Alternate Client and System and can be used by some clients for unique identifiers. Options include: Entity Name Entity ID Site ID Inn Code MCC Code City State Zip Code Elavon, Incorporated

21 Chapter 2: Setting Up a New User Store/Facility ID 3. Click Search. The Hierarchies available appear in a grid format within the search results. 4. Select the check box next to the desired hierarchies. 5. Click Next. The Confirmation tab displays. 6. To confirm and save, refer to Confirm and Save User in this document. Hierarchy Search using Navigate Tree To perform a hierarchy search using Navigate Tree, do the following: 1. Select the Navigate Tree tab to display results in a tree format. 2. From the Hierarchies tab, click the Navigate Tree tab. Elavon, Incorporated

22 Chapter 2: Setting Up a New User The Tree Search window appears. 3. Enter the Hierarchy Name. The window expands to allow search criteria filters for Site ID and Entity ID. 4. Click Show in Tree. Elavon, Incorporated

Use the minus sign (-) to close the hierarchy tree.

23 Chapter 2: Setting Up a New User The Hierarchies meeting your request appear. Note: A plus sign (+) next to the Hierarchy name indicates it can be expanded to show more hierarchies. Use the minus sign (-) to close the hierarchy tree. A node without a +/- sign denotes a site, representing a node at the lowest part of the tree. Records are sorted in ascending order to make it easier to find an individual record. 5. Select the check box next to the desired hierarchies. 6. Click Next. The Confirmation tab displays. Elavon, Incorporated

24 Chapter 2: Setting Up a New User 7. To confirm and save your choices, refer to Confirm and Save User in this document. Confirm and Save User After you have assigned profiles / entitlements, and hierarchies to the new user, perform the following steps: 1. From the Confirmation tab, review the User Information, Profiles & Entitlements and Hierarchies for accuracy. 2. If any information is incorrect, click Back to navigate to the window where a change is needed. 3. If all information is correct, click Save. The user is saved in the system. 4. A message appears that the user has been sent a password. Click OK. The new user will receive two s similar to the following. The first gives the user the Fusebox site location and their user name. Elavon, Incorporated

25 Chapter 2: Setting Up a New User Dear Joe Smith: You have been enrolled as a user for Fusebox, our robust payments gateway. Fusebox provides fast, convenient and secure access to help you manage your electronic payments activity. To access the Fusebox site, simply click on You'll also want to add it to your favorites. Your Username is JohnSmith3. For security reasons, your password will be sent in a separate . If you are in need of product training please go to Sincerely, Elavon Gateway Registration Services The second gives the user a temporary password for initial log on. Dear Joe Smith: You have been enrolled as a user for Fusebox, or the password you currently use to access Fusebox has been reset. Fusebox provides fast, convenient and secure access to help you manage your electronic payments activity. To access the Fusebox site, please go to You'll also want to add it to your favorites. Your Password is GB3nptXLp#hx You will be prompted to change your password upon initial login. If you are a new user, your Username will be sent in a separate for security reasons. If you are in need of product training please go to Sincerely, Elavon Gateway Registration Services Elavon, Incorporated

Chapter 2: Setting Up a New User If the new user does not have an e-mail address, the user credentials appear in the message window.

26 Chapter 2: Setting Up a New User If the new user does not have an address, the user credentials appear in the message window. Note: Once the window showing the user credentials is closed, the user name and password can no longer be viewed or retrieved. If the user forgets the password, the reset password process must begin again. For more information, refer to How to Reset a User Password in this document. Follow your merchant procedures to notify the user of their user ID and temporary password. The Fusebox Administrator may verbally provide the user name and temporary password to the user. 5. Click Save. The User has been saved message appears. Elavon, Incorporated

Chapter 2: Setting Up a New User Miscellaneous Hierarchy Information User preferences can be changed to specify how you want the label on the hierarchies to

Select the Hierarchy View from Welcome to Elavon Global Gateway.

The choices include: Hierarchy Type and Node Name Hierarchy Type and System ID Hierarchy Type and System ID and Node Name 2.

27 Chapter 2: Setting Up a New User Miscellaneous Hierarchy Information User preferences can be changed to specify how you want the label on the hierarchies to appear. This section explains: Select the Hierarchy View Track Hierarchy Nodes Select the Hierarchy View 1. Select the Hierarchy View from Welcome to Elavon Global Gateway. By changing your user preferences, you can specify how you want the label on hierarchies to appear. The choices include: Hierarchy Type and Node Name Hierarchy Type and System ID Hierarchy Type and System ID and Node Name 2. To change how the labels of hierarchy choices appear, go to Welcome to Elavon Global Gateway Manage Your Account Preferences User Setup Hierarchy Node Label and change your User Setup preferences. Track Hierarchy Nodes You can use the Track Hierarchy Node button when you are assigning multiple hierarchies to a user and you want to keep track of which hierarchies you have assigned. Elavon, Incorporated

28 Chapter 2: Setting Up a New User The Hierarchy Nodes selected appear in the Selected Hierarchy Node window. This feature allows you to keep track of the hierarchies you are assigning as you select them. 1. In the Property Search view or the Navigate Tree view, select the hierarchies you want to assign to the user. 2. Click on Track Hierarchy Nodes. The Hierarchy names appear in the Selected Hierarchy Nodes window in the format you have chosen in your account preferences. 3. To see the relationship of the selected hierarchy nodes, select the hierarchy name in the Selected Hierarchy Nodes window. 4. Click Find Hierarchy. The Hierarchy page refreshes to show the relationship of the selected hierarchy. If the hierarchy is at the property level the item is highlighted in the list after the page is refreshed. Elavon, Incorporated

29 Chapter 3: Editing User Information Chapter 3: Editing User Information As a Fusebox administrator, you can edit information about an existing Fusebox user. You can make edits to the following: The user s general account information The user s assigned profiles The user s assigned hierarchy nodes Note: If you want to change a user name, you must remove it by deactivating the user and then set up the user with a new user name. You cannot change the user name. Topics in this chapter include: How to Modify User Information How to Clone User How to Deactivate an Existing User How to Activate an Existing User How to Reset a User Password How to Update External User Address Elavon, Incorporated

Chapter 3: Editing User Information How to Modify User Information To search for and edit an existing user, do the following: 1. Click the User Setup tab.

30 Chapter 3: Editing User Information How to Modify User Information To search for and edit an existing user, do the following: 1. Click the User Setup tab. The Add New User User Information tab appears. 2. Click Search/Edit User. The Search/Edit User page appears, showing the available search parameters. 3. Enter or select your search criteria. Search fields are not case sensitive. Elavon, Incorporated

Select one of the following search procedures to select the hierarchy node: Search at my hierarchy level and below (Gateway only)

31 Chapter 3: Editing User Information Search Options include: User Status select either Active, Inactive, or Both User Name First Name Last Name Business Phone Business Fax Hierarchy Node (*) Asterisk means required field 4. Select one of the following search procedures to select the hierarchy node: Search at my hierarchy level and below (Gateway only) 5. In the Hierarchy Node drop-down list, select a hierarchy. 6. Click Search. Search at specific nodes and below (Acquiring and Gateway) Elavon, Incorporated

Note: Wildcard searches are supported. With wildcard queries use an asterisk (*) to represent characters.

32 Chapter 3: Editing User Information 7. Click Select Nodes. The Hierarchy Search window appears. 8. Perform a search using Property Search or Navigate Tree. If no records match your search criteria, a blank results page displays. Note: Wildcard searches are supported. With wildcard queries use an asterisk (*) to represent characters. For example, to search for a last name that starts with a T, type T*. The result will list all users whose name begins with the letter T. 9. Click Search. The list of results appears. Elavon, Incorporated

Chapter 3: Editing User Information A blank results page appears if there are no records that match your search criteria. 10. Select the row for the user from the list of results. 11.

33 Chapter 3: Editing User Information A blank results page appears if there are no records that match your search criteria. 10. Select the row for the user from the list of results. 11. Depending upon what you need to edit, click on one of the buttons. How to Clone User When a new user is set up with the same profiles and entitlements as another user, the existing user can be cloned. Complete the following steps to clone a new user from an existing user: 1. Go to the Search/Edit User tab. 2. Enter the search criteria for the user you wish to clone. Required fields are indicated by an asterisk (*). Elavon, Incorporated

34 Chapter 3: Editing User Information 3. Click Search. The Results screen displays. 4. Highlight the row of the user you wish to clone. 5. Click Clone User. Validating Clone User progress bar displays. The Search/Edit Clone User screen displays with information in some of the fields completed. The User Information, Hierarchies, and Confirmation tabs show as options. 6. Replace the information for the existing user with that of the new user, as necessary. The profile and entitlements for this new user will be set up based on the user being cloned. 7. Click Submit. Elavon, Incorporated

35 Chapter 3: Editing User Information Loading profiles and entitlements progress bar displays. The Hierarchies screen displays. Note: The user may change hierarchy (upon cloning) and the steps are exactly the same as creating a new user. Confirmation page displays. 8. Click Save. The Saving user progress bar displays. Elavon, Incorporated

Note: You will be able to view the cloned user the next time you login by clicking

36 Chapter 3: Editing User Information Popup window displays. 9. Click OK. Popup window displays. 10. Click OK. Note: You will be able to view the cloned user the next time you login by clicking Search/Edit User and conducting a search. 11. Click Clone another user to clone another user, or click OK to exit. Elavon, Incorporated

37 Chapter 3: Editing User Information How to Conduct a New Search You can conduct a new search on the Search/Edit User tab or when you receive the results of your search. Click New Search in the Results screen. To See a Quick View You can see a quick view of a profile from the search Results tab. 1. Click Quick View in the Results screen. The Profile Quick View window appears displaying User Information, Profiles, Hierarchies, and Preferences. 2. Click Esc or the Close button to close the window. Elavon, Incorporated

Chapter 3: Editing User Information To Do a Quick Edit 1. On the Search/Edit User tab, click Quick Edit to change the user s general information. 2. Make updates. 3. Click Save.

38 Chapter 3: Editing User Information To Do a Quick Edit 1. On the Search/Edit User tab, click Quick Edit to change the user s general information. 2. Make updates. 3. Click Save. Submit User Profile. The user s information is updated in the system. The Search/Edit User page refreshes to show the User has been saved confirmation message. Elavon, Incorporated

39 Chapter 3: Editing User Information How to Edit User Profile 1. Click Edit User Profile to update the user s contact information, profile selections, and merchant hierarchy access. The page updates to display the selections already associated with the user. 2. Make the required updates on the User Information, Profiles & Entitlements or Hierarchies tabs. 3. To navigate to each tab, click Next. Note: You cannot click the Profiles & Entitlements, Hierarchies or Confirmation tabs individually. You must navigate through the tabs by clicking Next until you reach your desired tab for edits. 4. When you are finished updating the user, continue to click Next until you have cycled through all tabs. Note: Each previously assigned profile appears for the user in the Profiles & Entitlements tabs. Elavon, Incorporated

40 Chapter 3: Editing User Information In situations where the administrator does not have grantable entitlements for an existing user's profile, those profiles appear without a check box next to it, allowing the administrator to view the profile, but not to add or remove it. The Confirmation tab appears, listing your selections. 5. Click Save. The user s information is updated in the system. The Search/Edit User page refreshes to show the User has been saved confirmation message. Note: Each previously assigned profile appears for the user in the Profiles & Entitlements tab. In situations where the administrator does not have the grantable entitlements for the user s profile, the profile still appears but there isn t a check box next to the profile. This allows the administrator to view the profile (although they cannot change it). The profile Grant Portal User No Home Page or Docs from Processor appears in the Profiles listing, but it cannot be assigned by this user. A check box is not available next to the profile name. Elavon, Incorporated

41 Chapter 3: Editing User Information How to Edit Account Status The Results display on the Search/Edit User tab shows you the Account Status. The columns for Active and Locked have a Y (Yes) or N (No) for Active and Locked user status in the Results table. When an account is Inactive or Locked, the user will receive the message, Your account has been locked for security reasons. Please call and one of our Customer Services representatives will assist you with your login credentials, error displays. To edit an account, go to the Search/Edit User tab and do the following: 1. Click on the User Information tab under Search/Edit User. In the Account Status section, the profile information for Active Status and Locked Status are displayed. There are Unlocked and Locked buttons under Account Status. 2. Unlock the user by clicking on Unlock. Note: You cannot lock a user through this function. If your account is in the Unlocked state, the Locked button is disabled. Elavon, Incorporated

Chapter 3: Editing User Information 3. Click on Reset Password to reset the account password. How to Deactivate an Existing User Deactivating a user removes their ability to access Fusebox.

42 Chapter 3: Editing User Information 3. Click on Reset Password to reset the account password. How to Deactivate an Existing User Deactivating a user removes their ability to access Fusebox. Once deactivated, a user can no longer log in to the Fusebox portal. Each user has either an Active or Inactive user status. When searching for users in the system, you can search on both active and inactive users and they will appear in a list of results. To search for and deactivate an existing user, perform the following steps. 1. Click User Setup tab. The Add New User User Information tab appears. 2. Click on the Search/Edit User tab. Elavon, Incorporated

43 Chapter 3: Editing User Information The Search/Edit User page appears, showing the available search parameters. The User Status option buttons allow you to select an active user, an inactive user or both active/inactive users. 3. Enter or select your search criteria. 4. Click Search. A list of results appears. 5. Select the row for the user from the list of results. Elavon, Incorporated

The Search/Edit User User Information page refreshes to show the User Status as Inactive. Administrators can still view and search for inactive users on the Search/Edit User page.

44 Chapter 3: Editing User Information 6. Click Edit User Profile. The Search/Edit User User Information page appears auto-populated with the existing information for the user. 7. From the User Status area, select Inactive. A confirmation window appears asking if you want to deactivate the user immediately. 8. In the Confirmation window, click Yes. 9. The Search/Edit User User Information page refreshes to show the User Status as Inactive. Administrators can still view and search for inactive users on the Search/Edit User page. Users who have been deactivated will show an N in the Active column of the Search/Edit User page. Active Status displays Y (yes, active) or N (no, inactive). User has been saved confirmation message appears. Elavon, Incorporated

45 Chapter 3: Editing User Information How to Activate an Existing User Administrators can edit a user s profile to update the user status to Inactive. Administrators can also reactivate a user that has been deactivated, by searching for the inactive user account and updating the user s status to Active. To search for and activate an existing user, perform the following steps. 1. Click User Setup. The Add New User User Information tab appears. 2. Click Search/Edit User. The Search/Edit User page appears, showing the available search parameters. The User Status option allows you to select an active user, an inactive user or both active/inactive users. 3. Enter or select your search criteria. 4. Click Search. A list of results appears. Select the row for the user from the list of results. 5. Click Edit User Profile. The Search Edit User User Information page appears auto-populated with the existing information for the user. 6. From the User Status area, select Active. A confirmation window appears asking if you want to activate the user immediately. 7. In the Confirmation window, click Yes. The Search/Edit User User Information page refreshes to show the User Status as Active. Users who have been activated will show a Y in the Active column of the Search/Edit User page. Elavon, Incorporated

46 Chapter 3: Editing User Information 8. Click Next to proceed to the Profiles & Entitlements page. 9. Click Next to proceed to the Hierarchies page. 10. Click Next to proceed to the Confirmation page. 11. Click Save. The User has been saved and a confirmation message appears. How to Reset a User Password If a user is denied access to Fusebox, an administrator may have to reset the password. Reasons why a user may not have access include: Users have the ability to reset their own passwords by correctly answering a security question. Users will not be able to log on to Fusebox if: There have been five failed login attempts (consecutive or not) Failure to correctly answer the security questions when changing their password User has not logged into Fusebox for over 90 days Deactivated by a Fusebox Administrator If the password has expired Note: User passwords can also be changed by the user themselves by going to Manage Your Account Change Password. Elavon, Incorporated

In the User Status option area, select Active, Inactive or Both. 4. Enter or select your search criteria. 5. Click Search.

47 Chapter 3: Editing User Information Password Resets You will receive the following password reset message: To reset a user s password, perform the following steps. 1. Click User Setup tab. 2. Click Search/Edit User. The Search/Edit User tab appears. 3. In the User Status option area, select Active, Inactive or Both. 4. Enter or select your search criteria. 5. Click Search. A list of results appears. 6. Select the row for the user from the list of results. 7. Click Edit User Profile. Elavon, Incorporated

A confirmation window appears asking if you want to proceed with changing the password for the user. 9.

48 Chapter 3: Editing User Information The Search/Edit User User Information page appears auto-populated with the existing information for the user. 8. From the User Status area, select Change User s Password. A confirmation window appears asking if you want to proceed with changing the password for the user. 9. Click Proceed. A message window appears which contains the user s User Name and temporary password. Elavon, Incorporated

Chapter 3: Editing User Information Users with a valid e-mail account receive a notification e-mail message similar to the following example.

49 Chapter 3: Editing User Information Users with a valid account receive a notification message similar to the following example. Dear John Smith: This notice is to confirm your recent password reset. Your Password is PsHMX9-jqGfx You will be prompted to change your password upon initial login. If you have any questions regarding this , please contact a gateway services representative at Sincerely, Elavon Gateway Registration Services For users without a valid address, the Fusebox administrator must verbally provide the temporary password to the user. The next time the user logs in to the Fusebox portal using the temporary password verbally provided by the Fusebox administrator, they are prompted to change their password. 10. Click OK. The confirmation pop-up appears. How to Update External User Address 1. Go to the Manage Your Account menu option located in upper right of Home page. Elavon, Incorporated

50 Chapter 3: Editing User Information 2. Select Update Address from drop-down. Update Address popup displays. 3. Enter your new in the New field. 4. Re-enter your password in the Please re-enter your password field. 5. Click Submit. Please wait progress bar displays. Address Changed Successfully popup displays. 6. Click Continue to proceed with your work. Elavon, Incorporated

51 Chapter 4: Profile and Entitlement Options Chapter 4: Profile and Entitlement Options This chapter illustrates the profiles available in each application or tab within Fusebox. With each profile, the entitlements associated with that profile are listed so you can choose the appropriate access to a user. The tables below identify the profiles available on each tab and the entitlements you can choose to set up a user. General Tab Profile Options Case Management Profile Options Batch and Transaction Management Profile Options Batch Management Grantor Profile Options BMUI Ships Profile Options Reporting Profile Options File-based Activities Profile Options Note: Users that need to create other users with grant profiles will need the Universal Grantor profile. Elavon, Incorporated

52 Chapter 4: Profile and Entitlement Options General Tab Profile Options The following profiles and entitlements are accessible from the General tab in User Setup. General Tab Portal User No Home Page or Docs from Processor Portal User No Home Tab Portal User with Home Tab Clear Card Access External Administrator Activate external user Add external user Deactivate external user Lock/Unlock external user Modify external user Quick Edit External Quick View External Reset other users password User-setup user Token Conversion Browser User Mgmt. External Read Only Reset own user password Update own user preferences information View Home Page View Messages Hide Documents from Processor Token Conversion Browser Clear Card Access Elavon, Incorporated

53 Chapter 4: Profile and Entitlement Options General Tab Profile Grantor Options - Grant General Tab Grantor Grant Clear Card Access Grant Activate external user Grant Add external user Grant Deactivate external user Grant External Administrator Grant Portal User No Home Tab Grant Portal User No Home Page or Docs from Processor Grant Portal User with Home Tab Grant Token Conversion Browser Grant User Mgmt. External Read Only Universal Grantor * Grant Lock/Unlock external user Grant Modify external user Grant Reset others user password Grant Edit View External Grant Quick View External Grant User Setup External Grant Reset own user password Grant Update own user preferences information Grant View Home Page Grant View Messages Grant Token Conversion Browser Grant Clear Card Access Grant Quick Edit External Grant User-setup user Grant Hide Documents from Processor Grant Token Conversion Browser Grant User-setup user Note: * Universal Grantor Profile if you need to create other users with grant profiles, you must have the Universal Grantor Profile. Elavon, Incorporated

54 Chapter 4: Profile and Entitlement Options Case Management Profile Options The following profiles and entitlements are accessible from the Case Management tab in User Setup. Case Management Profile Options - Access Case Management Assign Cases to External Partner User Assisted Response Management Case Actions - Accept Case Actions - Add Notes Case Actions - Assign Case Actions - Change Status Case Actions - Mark As Duplicate Case Actions - Respond Case Actions - Status change Basic (Disputes Only) Case Management - General Case Management - Manager External Partner or Third Party External or Third Party User Folio image search & access Manual Image Matching Notification OCM User Queue Management Reassign Cases Reporting Module - Audit & Productivity Reporting Module - Case Analysis Reporting Module - Chargeback Reporting Module - Retrieval View Response Template Management View Assisted Response Management View Case Details View Case Images from Processor View Queue Management View Response Template Management Grant Management Grantor Profile Options - Grant Case Management Grantor Grant Assign Cases to External Party User Grant Assisted Response Management Grant Case Actions Accept Grant Case Actions Add Notes Grant Case Actions - Assign Grant Case Actions Change Status Grant Case Actions Mark As Duplicate Grant Case Actions - Respond Grant Case Actions Status Change Grant Basic (Disputes Only) Grant Case Management - General Grant Case Management - Manager Grant External Partner or Third Party Grant External or Third Party User Grant Folio image search and access Grant Manual Image Matching Grant Notification Grant OCM User Grant Queue Management Grant Reassign Cases Grant Reporting Module - Audit & Productivity Grant Reporting Module - Case Analysis Grant Reporting Module - Chargeback Grant Reporting Module - Retrieval Grant View Assisted Response Management Grant Response Template Management Grant View Case Details Grant View Case Images from Processor Grant View Queue Management Grant View Response Template Management Elavon, Incorporated

55 Chapter 4: Profile and Entitlement Options Batch and Transaction Management Profile Options The following profiles and entitlements are accessible from the Batch Management tab in User Setup. Note: Both Batch Management and Transaction Management users are set up on the Batch Management tab in the User Setup application. Batch Management Add Transaction Notes Assign/Move transactions within User Defined Batches Batch Management User Batch mgmt - Add Batch Notes Batch mgmt - Create a Batch Batch mgmt. - Receive alerts Batch mgmt. - View Batch Notes Create a Return Crate Any New Transaction Create a Pending Batch Delete a Batch Edit Transaction Search Batch / View Results Search Transaction / View Results Settle a Batch Transaction mgmt. - Create a Batch Trans mgmt. - Receive alerts Transaction Management User Transaction export View Transaction / Life cycle Detail View Transaction Notes Void Transaction External User Admin External User Deposit Checker External User Deposit Maker External User - Full Deposit External User - Full Deposit + Admin External User Research & Correction External User View Only External User View and Add Notes Elavon, Incorporated

56 Chapter 4: Profile and Entitlement Options Batch Management Grantor Profile Options The following profiles and entitlements are accessible from the Batch Management tab in User Setup. Batch Management Grantor Grant Add Transaction Notes Grant Assign/Move transactions within User Defined Batches Grant Batch Management User Grant Batch mgmt. - Add Batch Notes Grant Batch mgmt. - Create a Batch Grant Batch mgmt - Receive alerts Grant Batch mgmt - View Batch Notes Grant External User Admin Grant External User Deposit - Checker Grant External User Deposit - Maker Grant External User - Full Deposit Grant External User - Full Deposit + Admin Grant External User Research & Correction Grant External User - View Only Grant External User View and Add Notes Grant Create a Return Grant Create Any New Transaction Grant Create a Pending Batch Grant Delete a Batch Grant Edit Transaction Grant Search Batch / View Results Grant Search Transaction / View Results Grant Settle a Batch Grant Transaction mgmt - Create a Batch Grant Transaction mgmt - Receive alerts Grant Transaction Management User Grant Transaction export Grant View Transaction / Life Cycle Detail Grant View Transaction Notes Grant Void Transaction BMUI Ships Profile Options BMUI Ships Grant ADMIN - Create Voyage Grant ADMIN - Edit Voyage Grant Ships External User Ships External User Grant ADMIN - Search Voyage Grant Activity Monitor Grant Edit Referral Information Grant Enter referral information Grant SHIP USER ADMIN - Create Voyage ADMIN - Edit Voyage ADMIN - Search Voyage Activity Monitor Edit Referral Information Enter referral information Grant SHIP USER Elavon, Incorporated

57 Chapter 4: Profile and Entitlement Options Reporting Profile Options The following profiles and entitlements are accessible from the Reporting tab in User Setup. Reporting Accounting & Recon WebFocus User Accounting and Recon Reports Administrator Cruise Line Custom External User / Audit Grant Accounting & Recon Grant Administrator Grant Cruise Line Custom Grant Management View Grant Research & Support Grant SFTP Access Administrator Reports Cruise Line Custom Reports External User/Audit Report Grant Safe T Suite Grant Settle & Batch Mgmt Management View Research & Support SFTP Access Safe T Suite Settle & Batch Mgmt Grant Recon Reports Grant Administrator Reports Grant Cruise Line Custom Reports Grant External User/Audit Reports Grant Management View Reports Grant Research & Support Reports Grant SFTP Scheduling Access Grant Settle & Batch Mgmt Reports Management View Reports Research & Support Reports SFTP Scheduling Access Settle and Batch Mgmt Reports Grant Safe T Suite Elavon, Incorporated

58 Chapter 4: Profile and Entitlement Options File-based Activities Profile Options The following profiles and entitlements are accessible from the File Based Activities in the User Setup application. File Based Activities Upload Files Adding Notes to a File Download Files File Management User File Management External User Grant File Management External User Grant Upload Files Grant Adding Notes to a File Grant Download Files Grant File Management User Elavon, Incorporated

MerchantConnect. Online Case Management User Guide. July 2015

MerchantConnect. Online Case Management User Guide. July 2015 MerchantConnect Online Case Management User Guide July 2015 Two Concourse Parkway, Suite 800, Atlanta, GA 30328 Elavon Incorporated 2015. All Rights Reserved Online Case Management User Guide for Acquiring