Edit User

Overview

This should show you the users current details, and allows you to edit them

Edit User

The fields are as followed

Field Name Usage Required
Name This should be set to the users name, first and/or last is up to you Yes
Email This should be the users email, it will also be used to login to the system Yes
Enabled This will determine if this use is enabled and can log on and use the system or not
Mobile Phone This should be the users phone number No
Email Action This will toggle it they are sent emails for each action No
Default Two Factor Method You can override the two factor options set in the security policy on an individual user basis No
Individual Item Limit This will limit the amount a user can process on an individual item basis, leaving empty means unlimited No
Submission Item Limit This will limit the amount a user can process per submission leaving empty means unlimited No
Approval Limit This will limit the amount a user can approve per payment leaving empty means unlimited No
HSM and Approval Password This is the password the user has for the HSM and approval password when approving actions, to use this it can either be selected as the Default Two Factor Method, in the security policy, or per group No

The final section on this page is for roles, you can assign a role to the user by either double clicking or dragging the role to the “Allocated Roles” section. There are different tabs to split up the different sections of paygate

To see a full list of roles, you can look at roles

Edit User Roles

Cloning user

Clone Button

If you want to you can make a quick clone of a user, this will copy everything, and present you with a modal to change the details that must be changed, after you can make any more changes if you need as they will be two separate users.

Clone prompt

Unlock user

locked

You may see the unlock user button if that user is locked out, this will just unlock that user, resetting the users password will also unlock the user but their password will be changed. This button allows you to unlock the user without changing their password.

unlock button

Once unlocked, they will not show as locked in the table and the button will disappear.