3Delta Systems

Welcome to 3Delta Systems Help Center!

Administrator’s quick-start guide

Thank you for choosing 3Delta Systems’ Payment WorkSuite® to process your credit card transactions!

In this Quick-Start Administrator’s Guide, we will provide an overview of the basic steps that you can take to get your users ready to process credit card transactions on your new account.

 

Logging In

The Primary Contact for your account received three Welcome emails from PaymentWorkSuite@3DSI.com containing the initial administrative access credential information.

  1. Go to Payment WorkSuite
  2. Enter the Client Code, Username and Password information from the Welcome emails.
  3. Read and accept the 3DSI Terms and Conditions of Use.
  4. Change your password (Note: Passwords must be at least 8 characters long and contain at least 1 uppercase letter, 1 lowercase letter, 1 number and 1 special character).
  5. Select and provide an answer to a Security Question.
  6. You will automatically be brought to the Dashboard, which will show you:
    • Any important announcements from 3DSI
    • Contact information for the Payment WorkSuite Customer Support Team
    • A list of your 5 most recent logins and corresponding connection IP addresses

 

Verifying your Account Information

It is important to verify that all of the information loaded in your Payment WorkSuite account is accurate for your company.

  1. Select the Merchants option from the Administration section of the EC-Navigator menu, hover over the actions radial button for the Merchant and select ‘Properties’.
  2. Using the tabs across the top of the box, verify that the Merchant Information, Address and Contact Information is correct for your account.
  3. Select the Locations option from the Administration section of the EC-Navigator menu, hover over the actions radial button for the Location and select ‘Properties’.
  4. Using the tabs across the top of the box, verify that the Location Information, Address and Contact Information is correct for your account.
  5. Select the Terminals option from the Administration section of the EC-Navigator menu, hover over the actions radial button for the Terminal and select ‘Credit Card Processors’.
  6. Hover over the actions radial button for the Credit Card Processor and select ‘Properties’.
  7. Verify that the Processor Information and the Merchant Information is correct for your account.
  8. If you find any issues with any of the information on file, please contact the Payment WorkSuite Customer Support team at 703-234-6030 or PaymentWorkSuite@3DSI.com.

 

Adding Permissions to your Username

If you would like to add additional permissions to your username, including those permissions that would allow you to process transactions:

  1. Select the Users option from the Administration section of the EC-Navigator menu, hover over the actions radial button for your username and select ‘Properties’.
  2. You can add additional permissions to the username in two ways:
    • To add the username to an existing User Group, select the checkbox for the appropriate User Group under the username properties and select ‘OK’ to save.
    • To add individual permissions to the username, select the Permissions tab across the top, place a checkmark in front of all desired permissions and select ‘OK’ to save.

 

Creating New User Groups

Your Payment WorkSuite account comes with two default User Groups: Transaction Processing and Administrator. These User Groups are configured with the basic permissions necessary for processing transactions or managing the account and its users (respectively). If you would like to create your own custom User Groups:

  1. Select the User Groups option from the Administration section of the EC-Navigator menu and click on the ‘+ADD’ button.
  2. On the Properties tab, enter a User Group Name and a Description (optional).
  3. On the Permissions tab, select all of the individual permissions that you would like to add to this User Group and select ‘OK’.

 

Creating Additional Usernames

A standard Payment WorkSuite account includes up to 5 active usernames.

  1. Select the Users option from the Administration section of the EC-Navigator menu and click on the ‘+ADD’ button.
  2. Enter the required fields under User Properties (including an email address if you would like this user to be able to utilize the account Access Recovery feature).
  3. Add permissions to the username:
    • To add the username to an existing User Group(s), select the checkbox for the appropriate User Group under username properties.
    • To add individual permissions to the username, select the Permissions tab across the top, place a checkmark in front of all desired permissions and then select the Create tab to navigate back to the user properties.
  4. Assign an initial password for the user.
  5. Select the desired User Application Modules (note that most users will require all four User Application Modules for full functionality).
  6. Click ‘OK’ to save.

 

Adding Stored Product Information

You can create a library of stored product information so that your users can quickly select the product/line item option when processing transactions. Your stored products can be as specific or generic as you wish. If you do not store product information, your users can still enter the information directly on the transaction processing screen.

  1. Select the Products option from the Administration section of the EC-Navigator menu and click on the ‘+ADD’ button.
  2. Enter the desired Product Code, Description and Amount values under the Product Information section.
  3. Enter the UOM Code under the Unit of Measure section. You can also use the ‘Select’ button to select an option from our list.
  4. Enter the Commodity Code under the Commodity Code section. You can also use the ‘Select’ button to select an option from our list.
  5. Click ‘OK’ to save your product.

 

Adding Stored Customers and Credit Cards

You can create a library of stored Customer and Credit Card information so that your users can quickly select the stored information when processing transactions, however storing Customer and Cardholder data for repeated use is entirely optional. If you do not store credit card information ahead of time, your users will be able to add the information directly to the transaction processing screen and will have the option to save that information for future use.

  1. To create a new Customer record:
    • Select the Customers option from the Customer Accounts section of the EC-Navigator menu and click the ‘+ADD’ button.
    • Enter the Customer Name and Customer Code (a value of your choosing) on the Properties Tab.
    • Enter the customer’s address on the Address Tab.
    • Enter the customer’s contact information on the Contacts tab.
    • Click ‘OK’ to save your Customer.
  2. To create a new Stored Credit Card record:
    • Select the Customers option from the Customer Accounts section of the EC-Navigator menu.
    • Hover over the actions radial button for the Customer record associated with this credit card (or the DEFAULT customer, if desired) and select the ‘Credit Cards’ option.
    • Click the ‘+ADD’ button
    • Enter the Name on Card, Card Number, Expiration Month and Expiration Year on the Account Information tab.
    • Enter the address information on the Billing Information tab. Please note that this section will automatically populate with the address from the corresponding Customer record. You can modify any of this information. If you would like the customer to receive an emailed receipt of all transactions using this credit card, enter the email address in the Email field.
    • If you would like additional copies of the receipts to be emailed to multiple email addresses, enter the additional email addresses on the Receipts tab.
    • If you would like to create a Friendly Name for this stored credit card record, enter that value on the Designations tab.
    • Click ’OK’ to save the Credit Card.

If you need additional assistance, please contact Payment WorkSuite Customer Support at 703-234-6030 or PaymentWorkSuite@3DSI.com. You can also check out our News & Information Center, complete with comprehensive in-depth printable articles. Additional information and tips about getting started with your new account can be found within your Welcome emails.

 

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    EJ House

    Great job!

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