Access the app web interface

After you finish configuring the app, you can access the web interface by doing the following:

1. Go to https://127.0.0.1:8443/dashboard
2. In the dashboard, enter your admin username and password.
3. Click Sign In.

Manage web interface users

When you first log in to the dashboard, you use the default admin user and password. The admin user can change the merchant secret key and create other super admin users, so controlling access to this account is necessary to ensure a secure operating environment.

Change the password for the default admin user

We recommend changing the password for the default admin user and storing it in a secure password vault.

To do so, navigate to Account > My Account. Enter a new password and your current password, and click Save.

Your new password must meet the following requirements:

• Include at least one numeric character (0 to 9).
• Be a minimum of six characters in length.
• Contain at least one lowercase letter.
• Contain at least one uppercase letter.
• Contain at least one non-alphanumeric character (!@#$%^&*()[]{}<>:;.,~_-+=|\?/"').

Create a super admin user

A super admin user has permission to set merchant private keys and related private read-only information. This user can also configure all user accounts, including merchants and devices.

1. In the dashboard, click Settings > User Management.
2. On the User Management page, click Add New.
3. On the Add new user page, do the following:
   • Provide the relevant details.
   • Select all permissions for a super admin user.
   • Click Save.

Create a configuration user

A configuration user has permission to add users (except super admins), readers, and workstations, and perform all other non-super admin actions.

1. In the dashboard, click Settings > User Management.
2. On the User Management page, click Add New.
3. On the Add new user page, do the following:
   • Provide the relevant details.
   • For Permissions, deselect Merchant Management and User Management.
   • Click Save.

Manage logged-in users

Users can manage their account settings or sign out of their account dashboard, click Account and select either My Account or Sign Out.

Transactions

The Transactions tab shows a list of transactions with metadata for each transaction where you can search the transaction list. You can sort the Sequence No. column by clicking the column header.

Manage Terminal readers

The Reader Management page displays a list of reader devices with the following columns:

• #
• Name
• Merchant
• Reader ID
• Workstation ID
• Serial No
• Created By
• Actions

Add readers to the app

1. On the Reader Management page, click Add New.
2. On the Add new reader page, provide the following details, and click Save.

Update or delete a reader

1. On the Reader Management page, locate the reader you want to update or delete.
2. Under Actions, select Edit or Delete.

Manage merchants

The Merchant Management page displays a list of merchants with the following columns:

• #
• Name
• Merchant ID
• OPI Site ID
• Created By
• Actions

Add merchants to the app

1. On the Merchant Management page, click Add New.
2. On the Add new merchant page, provide the following details, and click Save.

Update or delete a merchant

1. On the Merchant Management page, locate the merchant you want to update or delete.
2. Under Actions, select Edit or Delete.