DIRECT CONNECT GATEWAY

DIRECT CONNECT GATEWAY RESELLER USER MANUAL Copyright 2016, All Rights Reserved. This document is protected by copyright and other protective laws. Direct Connect Merchant Services, LLC. Is a registered ISO of Wells Fargo Bank NA, Walnut Creek, CA. DC Gateway - Reseller Manual - 2016.10.10 v1.docx

Congratulations on the selection of Direct Connect Gateway, the most advanced payment gateway solution in the industry for processing credit cards, debit cards, and check services. This managed service provides you with a fast, easy and reliable way to authorize credit card, debit card, and check transactions over the internet, whether it is through the virtual terminal, an integrated web service application, a POS device or a shopping cart. This guide prepares you with the detailed information that you will need to configure and test your payment processing application. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 2

TABLE OF CONTENTS Overview... 4 Using the Direct Connect Gateway... 6 Login as Reseller... 7 Manage Users... 9 Adding a New User... 9 Finding and Editing Users... 10 Manage Merchants... 13 Add a New Merchant... 13 Setup Payment Processors... 18 Setup Registers... 20 Finding and Editing Merchants... 22 Group... 26 Managing Resellers... 28 Adding a New Reseller... 28 Finding and Editing Resellers... 31 Billing... 33 Price Plan... 33 Preferences... 34 Generate Invoices... 35 Tools... 35 Config... 35 Merchant Features... 39 API documentation... 40 Additional Features... 40 Transaction Reports... 40 Changing User Password... 42 Setting Security... 43 DC Gateway - Reseller Manual - 2016.10.10 v1.docx 3

Overview With the advent of more stringent PCI-DSS & PA-DSS regulations that apply to the merchant, removal of the merchant responsibility is in the interest of all parties to ensure a consistent and secure approach to meeting the requirements, thus avoiding related penalties. The Direct Connect Gateway meets all Legal & Regulatory Requirements and is fully PCI certified and managed to ensure the complete security of all information, whether it is stored, processed, or transmitted. The PCI-compliant payment gateway is not restricted by product or geography, supporting multiple access methods and enabling geographic boundaries to be overcome by facilitating message and protocol conversion, combined with multiple language and currency support. The gateway supports credit, debit, gift and loyalty in retail, restaurant, petroleum, and card-not-present (CNP) applications. Physical (dial and IP) and virtual (CNP) access is provided and handled through a common set of interfaces for native delivery to multiple processor hosts. Support for open standard ISO8583, XML, and web services integration accelerates new product rollout through rapid, one-stop certification. Combined with the flexibility of The Gateway and the ability to support multiple message formats, languages and currencies, global expansion of the solution becomes effortless. The ability to deploy the same device anywhere in the world, requiring minimal configuration to tailor it for use in another environment or country, means that cost, time and effort can be significantly reduced and international roll-out accelerated in line with global expansion plans. By using The Direct Connect Gateway, reseller users can manage their accounts with little more than a few keystrokes and mouse clicks. Through an intuitive graphical user interface, an administrator can create new accounts and modify or delete existing ones. In turn, merchants can upload POS transactions from their terminals and capture images of signed sales drafts. As a result, merchants no longer have to retain copies of these transactions for retrieval requests. Instead, the images are housed on the web and available to the merchant by using a web browser. Additionally, merchants also have access to manage accounts at the user level within their merchant accounts*. This versatility not only supports a wide level of account management, but also reduces the DC Gateway - Reseller Manual - 2016.10.10 v1.docx 4

need for administrator involvement in routine and simple adjustments to the merchant account. In addition, The Direct Connect Gateway provides tools to customize logos and contact information, which are located on the PayGate web pages, viewable to every user. In this way, while maintaining a professional business presentation, an administrator can conveniently provide merchants with vital contact information. This documentation targets individuals who manage merchant portfolios and their associated payment processing on the PayGate service on a regular basis. Some knowledge of basic system administrative principles is a plus. The diagram below depicts the hierarchy of the PayGate processing structure and supports an unlimited number of reseller/sub-reseller nodes and associated merchant accounts. Each sub-reseller node can be branded and customized, similar to the parent reseller node. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 5

Using the Direct Connect Gateway This chapter introduces the basics of The Gateway user interface. The topics include the payment server s log on process and functional feature overview. To begin using The Gateway, you must first log on to the system. If this is the first time that you are logging in as an administrator, be sure to use the credentials provided by Direct Connect. Upon successful log on, you will be prompted to change your original password. 1. Open your Internet browser 2. Enter the URL (Uniform Resource Locator) for the payment server login page in the Address field (Ex: https://<your branded URL>/paygate/login.aspx) and the following screen will be displayed. Please keep in mind that if you have branded your instance of the gateway, your company logo will be displayed on the login screen. 3. Input your User Name. 4. Input your Password. 5. Click Login. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 6

Login as Reseller The initial reseller user interface consists of a menu section on the left and the main working section on the right. There is a running History menu below the page logo that keeps track of the screens you have visited for ease of navigation. The menu section has six drop down menu options and two links: - Log Back In As - Transaction Reports - Manage Users - Manage Merchants - Tools - Preferences - Email - Logout The following chapters will cover these features in detail. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 7

For each drop down menu, a small down arrow ( ) on the right of the menu entry name will allow you to view sub-menus when clicked. The following describes each menu and its contents. Log Back In As As a reseller, you can log into any of your downstream reseller or merchant accounts by selecting a user or merchant default account to get the same view as your merchant or user. This assists in troubleshooting and support. Transaction Reports Generate a summary report of all transactions processed during a user-defined time period. Manage Users Add Add new merchant accounts. Find/Edit Search, edit, or delete merchant accounts. Manage Merchants Add - Add new merchant accounts. Find/Edit Search, edit, or delete merchant accounts. Group Define which users have access to which merchants. Manage Resellers Add - Add new merchant accounts. Find/Edit Search, edit, or delete reseller accounts. Tools Config Update and modify Company name/contact information, enter email details, create and manage branding theme and configuration, and manage access to merchant specific features, including Hosted Page, Custom Fields, and the Require Original PNRef Restriction. API Documentation Access to the online API documentation that describes the Web Service technical documentation, Hosted Payment Page documentation, and Gateway Emulator Documentation. Preferences Password Change or reset user passwords Security Set security for functions performed at the user level DC Gateway - Reseller Manual - 2016.10.10 v1.docx 8

Email Sales Send email to your company s designated sales team Support Send email to your company s designated support team Logout Exit the system Manage Users Once authorized, a reseller user can manage all user accounts, not only the ones created by the reseller, but also those created by merchants or sub-resellers, to whom the reseller provides service. This chapter describes methods on how to add a new reseller user, and how to find, edit, and delete existing reseller, sub-reseller or merchant user accounts. Adding a New User The Add function in the Manage Users menu is for adding new reseller users. Use the following steps for assistance when creating a new admin user account. 1. Click on the Manage Users menu. 2. Click on the Add Reseller User link to add a new reseller user and the user information screen will open (shown below). DC Gateway - Reseller Manual - 2016.10.10 v1.docx 9

3. Complete the User Information form. Note: Following are two important reminders when creating a new account. All fields with * in front are required fields. The Security Level box should be defined correctly to give the user access to only what a user needs to complete his/her task. For more information on security level settings, see Setting Security in Chapter 4. 4. Click on the Save User button and a screen similar to the example below will appear. Finding and Editing Users Besides the primary reseller user, any secondary reseller user, with the proper security level, can modify or delete reseller, sub-reseller and merchant user accounts. Use the following steps for assistance when performing the tasks. 1. Click on the Manage Users menu. 2. Click on the Find/Edit link and the following screen will appear. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 10

3. If you know the value (full or partial) of the user or reseller that you are searching for, enter the value in the appropriate column header to narrow the search. 4. Fill out other fields that you know in order to narrow down the selection. Notice without entering any information, the filters form will return all user accounts. To narrow the returned list of records, continue to enter more search criteria. 5. To view the user details, delete the user from the system, reset the password, or email the user, simply click on the Username. The following screen will appear. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 11

The following describes the function of each link in the above figure. Email Click this link to send the user an email. Your default mail application will appear, enabling you to send the email. Reset Password Click this link to reset the user password. The payment server will automatically generate a new user password. Email Password Click this link to email the user their password. Log In as this User Click this link to log in as this user. Delete User Click this link to delete this user. Notice you cannot delete a primary user. A primary user is created when a merchant is first created. Make User Inactive or Make User Active Click this link to make this user inactive or active. 6. To edit the user details, click on the icon or the Edit User link and the following screen will appear: DC Gateway - Reseller Manual - 2016.10.10 v1.docx 12

7. Edit the fields as necessary; click Save User to save the changes. Note: When you are setting up accounts, it is important to remember each merchant requires a reseller. When a merchant is added (or created) under a reseller, a user, called the primary user is automatically added. The primary user cannot be deleted unless the merchant it was created under is deleted. Users can be created under a merchant or a reseller. When a user is created under a reseller, then the user will be a reseller user. When a user is under a merchant, then the user will be defined as a merchant user or an API user. Please note that API users are for web services only and cannot access the reseller and merchant portals. Manage Merchants As a reseller administrator, you can create and manage merchants. This chapter describes methods on how to add a new merchant, including its payment processor and register setup, and how to find, edit, and delete a merchant account. We will also describe the Merchant/User Group function. Add a New Merchant Use the following steps for assistance when creating a new merchant account. 1. Click on the Manage Merchants menu. 2. Select the Add menu option to add a new merchant and the Add Merchant screen will appear (shown below). 3. Fill out the fields on the Contact tab. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 13

4. Select the Options tab to set up options for this merchant account (shown below). DC Gateway - Reseller Manual - 2016.10.10 v1.docx 14

Note: The time zone is AZ Mountain Time for auto settlement, so the merchant will have to be set accordingly, (e.g., If a merchant in EST wants to settle at 12 EST, their time should be 9.) The time zone change is relative to Daylight Savings Time and Standard Time, meaning 12 EST becomes 12 EDT and vice versa. 5. Select the Virtual Terminal tab to configure the options to be displayed on the Merchant s browser. 6. Next, select and complete the Additional tab. This allows you to track additional details about the merchant. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 15

When filling out the Additional form, notice the User Security Level box should normally be kept as 4. This is to allow the merchant s primary user a full access over his/her own information. Without filling the User Name field in the Additional Information section, the merchant user will be assigned a server-generated user name instead. 7. Finally, define the Merchant Validation codes for AVS and CV response codes. Please note that the default is that all response codes are checked. You may want to customize this list to limit your risk by declining any response code that is not a match. 8. Create Merchant (The Reset button allows you to return to the previously saved merchant information state). DC Gateway - Reseller Manual - 2016.10.10 v1.docx 16

The Merchant Info screen gives you a quick overview on the merchant account you just created. It has four tabs: Merchant Info, Validation, Processors, and Registers. Merchant Info lists (example displayed below) the general merchant information. Validation displays the Accepted AVS and CV codes that are returned from the processor in the transaction response. Processors allow you to create and configure the merchant parameters for accepting payments for the processor(s) this merchant currently uses. Registers allows you to enter and display the register information. We will continue to cover Processors and Registers sections. For Merchant Info, refer to the Finding and Editing Merchants section below. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 17

Setup Payment Processors The steps below continue setting up a processor for credit cards and other transaction types. Similar steps apply to other processor setups. Note: The gateway automatically closes your batch before activating any changes made to the processor set up. 1. Under a merchant, click the Processors tab (Note: if the Test/Development Merchant option is enabled under the merchant set up, the Load Test Profile option will appear) 2. Click Add Profile (or Load Test Profile if this is a test merchant) 3. Select a payment processor by clicking on the drop-down menu and selecting your processor \ DC Gateway - Reseller Manual - 2016.10.10 v1.docx 18

4. The Payment Methods tab will appear. Select the appropriate payment methods by clicking on the box next to the method type 5. Click Set Up Merchant Info button 6. Enter the appropriate information in the text fields. 7. Click Save Information DC Gateway - Reseller Manual - 2016.10.10 v1.docx 19

8. Once the processor information is saved, click Make Active to activate the processor set up 9. Confirm the processor activation by clicking OK Setup Registers For certain processors, such as Concord EFS, registers are required for Debit transactions. Therefore, if you have a debit payment method, you may have to further set up register(s) in the Merchant Profile screen. Each register must be unique. Typical register numbers are 1, 2, 3, etc. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 20

1. In the above figure, all fields are required. Fill out the fields accordingly 2. Click the Add Register button and the newly created register will appear in the Registers window (example below) 3. If you want to edit an existing register, go to the next step. Otherwise, skip this step and go to the next section 4. To delete this register, click Delete. To edit this register, click Edit and the following screen will appear 5. To edit the fields, just click on the field and edit accordingly 6. To cancel what you have edited, click Cancel. To save what you edited, click Update DC Gateway - Reseller Manual - 2016.10.10 v1.docx 21

Finding and Editing Merchants It may become necessary to modify the previously defined information given to a merchant during the initial setup of the account. In addition, there may be circumstances when deleting a merchant is desired. 1. Click on the Manage Merchants menu 2. Click on the Find/Edit link and the following screen will open 3. If you know the value (full or partial) of the user or reseller that you are searching for, enter the value in the appropriate column header to narrow the search 4. Fill out other fields that you know in order to narrow down the selection. Notice without entering any information, the filters form will return all user accounts. To narrow the returned list of records, continue to enter more search criteria 5. To view the merchant account information, click the icon and the merchant details screen will appear with the same options that are seen after creating the merchant DC Gateway - Reseller Manual - 2016.10.10 v1.docx 22

6. From this screen, you can Login as the Default/Merchant-Primary user, Deactivate or Delete the merchant. You can also Add and View Users associated with the merchant account 7. To edit the merchant details, click on the icon from the Find Merchants screen or the Edit Merchant button from the view merchant screen and the edit merchant screen will appear with the same tabs seen when adding merchants DC Gateway - Reseller Manual - 2016.10.10 v1.docx 23

8. Edit any of the field(s) accordingly and click on Update Merchant (The Reset button allows you to return to the previously saved merchant information state) 9. To add users to this merchant, click the Add User button 10. Edit any of the field(s) accordingly and click the Save User button. All fields marked with an asterisk * are required. (Note: enabling the API User option will make DC Gateway - Reseller Manual - 2016.10.10 v1.docx 24

this user an API user that can only communicate with the gateway through API and cannot be used to login to the gateway directly.) 11. To view users under this merchant, click on the View Users button. If there are only 2 users listed, then one user is a Merchant-Primary user of this merchant account, and the other is an API user. A primary user and API user account are created at the same time a merchant is created. The Merchant-Primary user will be deleted automatically when the merchant is being deleted. Otherwise, it cannot be deleted. The API user can be deleted at any time 12. To view the User Information screen, click the Username 13. From this screen, you have the ability to reset the user password, email the password to the email address configured for the user, Log in as this User, Inactivate or Delete the user. Clicking the email address of the user will open your default email application for you to send an email 14. To view the edit user screen, click the icon from the View User screen or the Edit User link at the top of the User Information screen DC Gateway - Reseller Manual - 2016.10.10 v1.docx 25

15. Edit any of the field(s) accordingly and click the Save User button Group The Group function enables you to choose which users have access to which merchants. When a merchant user is created under a merchant, no other merchants are associated with this new user, except for the merchant the user is created under. In order to enable this user to access other merchants (this would be desired under certain business circumstances), the Group function must be used. This function allows the association between one user and multiple merchants. Therefore, when a user logs in, he/she will be able to choose the desired merchant and have access to all the functions the merchant would normally use. Use the following instructions for assistance on how to associate a merchant to a user. Note: Merchant-Primary users should not be grouped as this will cause issues with settlement and recurring billing. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 26

1. Click on the Manage Merchant menu 2. Click on the Group link and the following screen will open 3. Select a user whom you want to associate more merchants with by selecting a user from the drop-down list 4. Notice the merchant listed under the user reflects the primary merchant of the selected user 5. Notice the right side box lists all merchants associated with the user other than the primary merchant DC Gateway - Reseller Manual - 2016.10.10 v1.docx 27

6. To associate a merchant with selected user, click on that particular merchant 7. Click on the left single arrow button to associate the selected merchant with the selected user 8. Clicking the double arrow, will associate all available merchants to the user 9. Notice the merchant selected will pop into the left side box 10. Repeat the previous steps until you are done with the user-merchants association 11. Click on the Save button to save the settings Managing Resellers Adding a New Reseller 1. Click on the Manage Resellers menu 2. Click on the Add link and the following screen below appears DC Gateway - Reseller Manual - 2016.10.10 v1.docx 28

3. Fill out the fields in the Required Fields form 4. The following options are described below. Development and Test Reseller Enabling this will configure the Reseller to be used only for testing and any merchants created under it will not be able to run live transactions Allow Private Label This enables the Reseller to brand their gateway Allow Resellers This allows Resellers to be created under this Reseller Allow Sub Resellers This allows Resellers to be created under Resellers that are created under this Reseller Allow Hosted Pages This enables the Hosted Page option to be selected under the Edit Merchant screen Allow Emulators This enables the Shopping Cart Emulator option to be selected under the Edit Merchant screen Allow Merchant Level Billing This allows the reseller to generate price plans and invoices for merchants under the Reseller Allow Token Sharing This allows any merchants under the reseller to share tokens for stored payment methods Enable Card Account Updater This enables the CAU Program to any merchant account under the reseller to participate in the Card Account Updater Program DC Gateway - Reseller Manual - 2016.10.10 v1.docx 29

5. Click the Optional tab for entering more reseller information When filling out the Optional form, notice the User Security Level box should normally be kept as 4. This allows the merchant s primary user full access over his/her own information. Without filling the User Name field in the Optional section, you will be assigned a server-generated user name instead. 6. Click the Price Plan tab to define a Reseller defined price plan DC Gateway - Reseller Manual - 2016.10.10 v1.docx 30

7. Click Create Reseller (The Reset button allows you to clear the information you have entered) and a screen similar to the example below will appear The Reseller Info screen gives you a quick overview on the reseller account you just created. Finding and Editing Resellers It may become necessary to modify the previously defined information given to a merchant during the initial setup of the account. In addition, there may be circumstances when deleting a merchant is desired. 1. Click on the Manage Resellers menu 2. Click on the Find/Edit link and the following screen will open 3. If you know the value (full or partial) of the Reseller that you are searching for, enter the value in the appropriate column header to narrow the search DC Gateway - Reseller Manual - 2016.10.10 v1.docx 31

4. Fill out other fields that you know in order to narrow down the selection. Notice without entering any information, the filters form will return all Resellers. To narrow the returned list of records, continue to enter more search criteria 5. To view the Reseller account information, click the icon and the Reseller information screen will appear with the same options that are seen after creating the Reseller 6. From this screen, you can Login as the Admin user, Deactivate, or Delete the Reseller 7. To edit the Reseller details, click on the icon from the find Reseller screen or the Edit Reseller link from the view Reseller screen and the edit Reseller screen will appear with the same options seen when creating Resellers DC Gateway - Reseller Manual - 2016.10.10 v1.docx 32

8. Edit any of the field(s) accordingly and click on Update Reseller (The Reset button allows you to return to the previously saved merchant information state). Billing If the Reseller has Allow Merchant Level Billing enabled, the Billing menu will appear in the left panel. The Reseller can use the options under Billing to create Price Plans, change Preferences, and Generate Invoices. Price Plan Allows the Reseller to define the cost of different options in the gateway that they wish to charge merchants and sub resellers. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 33

Preferences Resellers can define the Preferences associated with billing. Payment Terms Used to calculate the due date that is printed on the invoice. For example, 30 days would calculate a due date 30 days from the date the invoice is generated. If nothing is defined here, it will default to 30. Show Pay Online Link Enabling this option will show a link to pay the invoice online at the bottom of the invoice. This option requires the merchant to be configured with a hosted payment page to accept the payment (below). Hosted Page Merchant The drop down will contain merchants in the current reseller scope with Hosted Pages enabled. Select the one that should be used for the Pay Online link above. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 34

Generate Invoices Resellers can use this tool to either generate a single invoice for a merchant or reseller, or generate batch invoices for a group of merchants or resellers. The amounts on the generated invoices will reflect whatever is defined in the Price Plan. Enter the desired date range, select the desired merchant/reseller, then click the corresponding Generate button. Tools An administrator can use the functions in the Tools menu to manage the configuration of the Reseller and access the API documentation. Config. Update and modify Company name/contact information, enter email details, create and manage branding theme and configuration, and manage access to merchant specific features, including Hosted Page, Custom Fields, and the Require Original PNRef DC Gateway - Reseller Manual - 2016.10.10 v1.docx 35

Restriction. The Save Settings button must be clicked to save any changes made on any of these screens. Company These fields allow you to control what information is displayed on the gateway. Email Emails sent from the gateway will be configured to match these fields. Theme Resellers can use these options to customize the appearance of the gateway. Logos Logo will be the icon shown above the menu options. Logo2 will be what is displayed as the page banner. To upload a logo, click the folder icon next to the logo drop down lists. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 36

The following dialog will appear. Click the +Upload button DC Gateway - Reseller Manual - 2016.10.10 v1.docx 37

Click the Select button to open an explorer window to find and select any JPEG, BMP, GIF, or PNG file that is 2 MB or less. After selecting the files, click Open. Then you will see this screen with the name of the file you have selected. To select another file, click Select. After choosing all the files, click Upload. (If the Overwrite if file exists? option is checked, any existing file with the same filename as the one you are uploading will be overwritten with the new file. Once you have finished uploading the image files, select which ones you want displayed as Logo and Logo2 from the drop down list. Merchant API Documentation This option enables the online API documentation to appear under Tools for all merchants under the Reseller. Primary Stylesheet Color This selects the color for the Stylesheet for the Reseller and all merchants under the Reseller. Stylesheet Font DC Gateway - Reseller Manual - 2016.10.10 v1.docx 38

This selects the font for the Stylesheet for the Reseller and all merchants under the Reseller. Top Level Menu Icons This option enables icons to appear for the top level on the menu. Sub Level Menu Icons This option enables icons to appear for all items in the sub level. Hide logo on all pages This hides the logo on all pages in the gateway. Branded Domain Name This is where you would save the branded domain you want used to access the gateway. Note: Use this format for the branded domain name: yourassignedname.paymentgate.net; there is a catch-all record on that domain name so all you need to do in that case is plug the domain name into the reseller config and it will bring up your landing page. If it is another domain, like www.mygateway.com that you want to direct to, you need to configure your DNS record to the external IP address of Direct Connect, we need to load a certificate for you, then you can enter the branded domain name and it will pull up your reseller config. Merchant Features These options affect all merchants under this Reseller. Enable merchant hosted page config. This enables the merchant to have access to the Hosted Page tool Enable merchant custom field config This enables the merchant to have access to Custom Fields Manage Require Original PNRef Restrictions This enables or disables the Require Original PNRef option for all merchants under the Reseller. Since this is part of fraud prevention, Resellers are required to verify they have read the disclaimer and are aware of the impact this has for merchants. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 39

API documentation The online API documentation. 1. Click the Tools menu 2. Click the API Documentation link and a screen appears similar to the example shown below Additional Features This chapter contains information on other additional features available at the administrator s level of The Gateway. These features include the Transaction Reports, Preferences, sending Emails to sales and support, and system Logout. Transaction Reports The Transaction Reports feature summarizes the transactions that have been processed by merchants that can also be associated with their reseller, within a certain date range. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 40

1. Click on Transaction Reports 2. If you want to view transactions within a certain date range, choose a pre-defined date range from the Date Range drop-down list a. Or, modify the Start Date field and the End Date fields b. Or, use the <<, <, >, or >> links in the month bar to switch the month, and click on any date link in the calendar for a particular date 3. If you would like to view the transactions processed by the merchants under a particular reseller, select that reseller from the Reseller drop-down list 4. Determine the Report Type by selecting either Detail (for a detail of the transactions) or Charts (for breakup of transactions in to charts). Check the Only Dial Transactions box to view limited transactions 5. Click on the Submit button to view the transaction summary (The Reset button allows you to set all the information to its default values). Below is a sample screen displaying the summary for each merchant. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 41

Changing User Password 1. Click on the Preferences menu 2. Click on the Password link 3. Input the current password in the Old Password field 4. Input your new password in the New Password field 5. Confirm your new password by inputting it into the Enter New Password Again field 6. Click on the Change Password button DC Gateway - Reseller Manual - 2016.10.10 v1.docx 42

Setting Security The Security preference is used to set security for functions performed at the admin user level. A security level is assigned when each new admin user account is created. An admin user will be able to access each function if his/her security level is greater than or equal to the number defined in this preference. 1. Click on the Preferences menu 2. Click on the Security link Note: The numbers next to each item in the above figure represent the minimum security settings that a reseller user must have in order to access and use the corresponding features. For example, if you have "Reports" set to 2, then only those reseller users with a security setting of 2, 3 or 4 will be able to access the Find Transactions function. 3. Each item in the Security Settings box has 4 levels with 4 being the highest and 1 the lowest. Use the drop-down arrow to select a proper security level for an item 4. Click on the Change Security button (The Reset button allows you to return to the previously saved settings) Click on the Logout link to log your user name out of the system. DC Gateway - Reseller Manual - 2016.10.10 v1.docx 43