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Account Info

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Organizational information, user definitions and permissions, account reports and downloads, custom messages and the accepted cards are all managed in the Account Info section.

  • Profile
    Account information, organization name, address, phone number, contact information and administrative contact are among the information that may be updated and set in the Profile. Third party profiles and settings are also configured in this tab.
  • Users

    Assign and manage users for the system. Users may be set to expire or become activated on certain dates. Permissions and access levels are also defined in the User section.

  • Reports

    Reports may be defined and downloaded in CSV format. Reports may be defined by selecting the needed columns and saved for future downloads.

  • Messages

    System users can send messages to other users through the message center. An email is also sent to the user notifying him/her of the message. Emails are saved and archived for further reference and may be deleted once read.

  • Accepted Cards

    Cards and payment methods that can be accepted as master list. Each checkout page users this list as the starting point allowing for a subset of the accepted list to be offered for the checkout page. By default all checkout pages offer the accepted cards as defined.

  • Recurring Policy

    Customized recurring policies may be defined for each checkout page.  Period, intervals, end dates, and maximum number of allowable payments are various parameters used for customizing a recurring policy.

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