3Delta Systems

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How to manage users

Below you will find steps for various user management functions, including:

  • How to Add a New User
  • How to Copy an Existing User
  • How to Reactivate or Deactivate an Existing User
  • How to Reset a User’s Password
  • How to Update an Existing User’s Properties and Permissions
  • How to Delete a User

 Please note that the ability to create and modify users is based on assigned permissions.

How to Add a New User:

Step 1:  Click on the Administration > Users option from the EC-Navigator® menu on the left side of the screen.

Step 2: Click the “+ADD” button in the Users section of the page. The New User dialog box will display.

Step 3: Enter the following information under the User Properties section: 

Note:  The Username, First Name and Last Name fields are required for every username.

  • Username – Create and enter a unique value for this user.  Note:  The Username is one of the credentials the user will use to log into EC-Navigator. This value identifies the user and must be unique for each user account and cannot be modified once saved onto the account.
  • User Type - Designates the type of account user, and managed by 3Delta Systems. The default setting will show “Web Application”.
  • First Name – Enter the user’s first name.
  • Last Name – Enter the user’s last name.
  • Phone – If desired, enter the user’s phone number.
  • Department - If desired, enter the user’s department within your organization.
  • Email - If desired, enter the user’s email address.  Note:  Populating this field will allow the user to utilize the Account Recovery Feature if they experience access difficulty.
  • Active Status- Leave the default setting of ‘Active’.

Step 4: If you will be adding permissions to this username via user groups, check the corresponding box next to the appropriate user group(s). This will automatically apply all of the permissions given to the user group(s) to the new user.

Note: For more information about User Groups, refer to the Knowledge Base article entitled User Groups Overview. 

Step 5: Create a temporary password value and enter it into the ‘Password’ and ‘Confirm Password’ fields. Passwords in EC-Navigator must be at least 8 characters long, and must contain at least one uppercase letter, one lowercase letter, one number and one symbol.  Please note that the user will be prompted to change this password on initial log-in.

Step 6: Provide the user access to the available User Application Modules by checking the corresponding boxes next to the appropriate modules. Please note that we recommend all users receive all available User Application Modules in order to ensure full functionality in Payment WorkSuite®.

Step 7: Choose the Permissions tab located at the top of the New User dialog box.

Step 8:  If desired, assign the user specific permissions for their appropriate level of access to EC-Navigator by placing checkmarks in the boxes corresponding to the appropriate permissions.  Please note that if you have already added this username to an existing User Group, the permissions assigned via that User Group will already show as selected.

If your account configuration includes multiple Merchants, Locations and/or Terminals, be sure assign permissions for every Merchant, Location and/or Terminal that the user will need to access.  Use the dropdown menus in the Merchant Permissions, Location Permissions and/or Terminal Permissions sections to navigate between your different account instances.

Step 9: Click the ‘OK’ button to save the new user.

How to Copy an Existing User:

Step 1:  Click on the Administration > Users option from the EC-Navigator menu on the left side of the screen.

Step 2: Hover your mouse over the ‘Actions’ radial button in the Users section of the page corresponding to the user account that you wish to copy and select the ‘Copy’ menu option. The New User dialog box will display.

Step 3: Enter the following information under the User Properties section: 

Note:  The Username, First Name and Last Name fields are required for every username.

  • Username – Create and enter a unique value for this user.  Note:  The Username is one of the credentials the user will use to log into EC-Navigator. This value identifies the user and must be unique for each user account and cannot be modified once saved onto the account.
  • User Type - Leave the default setting of ‘Web Application’.
  • First Name – Enter the user’s first name.
  • Last Name – Enter the user’s last name.
  • Phone – If desired, enter the user’s phone number.
  • Department - If desired, enter the user’s department within your organization.
  • Email - If desired, enter the user’s email address.  Note:  Populating this field will allow the user to utilize the Account Recovery Feature if they experience access difficulty.
  • Active Status – Make sure that it is set to ‘Active’.

Step 4: The User Groups section will automatically be populated from the copied username. However, you can add the user to an available user group by checking the corresponding box next to the appropriate user group or remove the user from a user group by un-checking the corresponding box next to the appropriate user group.

Note: For more information about User Groups, refer to the Knowledge Base article entitled User Groups Overview. 

Step 5: Create a temporary password value and enter it into the ‘Password’ and ‘Confirm Password’ fields. Passwords in EC-Navigator must be at least 8 characters long, and must contain at least one uppercase letter, one lowercase letter, one number and one symbol.  Please note that the user will be prompted to change this password on initial log-in.

Step 6: The User Application Modules section will automatically be populated from the copied username. However, you can provide the user access to an available user application module by checking the corresponding box next to the appropriate module or remove access to a user application module by un-checking the box next to the appropriate module. Please note that we recommend all users receive all available User Application Modules in order to ensure full functionality in Payment WorkSuite.

Step 7: Choose the Permissions tab located at the top of the New User dialog box.  These permissions will automatically be populated from the copied username or assigned user group. 

Step 8:  If desired, assign the user specific permissions for their appropriate level of access to EC-Navigator by placing checkmarks in the boxes corresponding to the appropriate permissions.  Please note that some permissions will already be selected based on the username that you copied and any user groups to which you assigned this new user.

If your account configuration includes multiple Merchants, Locations and/or Terminals, be sure assign permissions for every Merchant, Location and/or Terminal that the user will need to access.  Use the dropdown menus in the Merchant Permissions, Location Permissions and/or Terminal Permissions sections to navigate between your different account instances.

Step 9: Click the ‘OK’ button to save the new user.

How to Reactivate or Deactivate an Existing User:

Step 1:  Click on the Administration > Users option from the EC-Navigator menu on the left side of the screen. 

Step 2: Hover your mouse over the ‘Actions’ radial button in the Users section of the page corresponding to the user account that you wish to modify and select the ‘Properties’ menu option. The User Properties dialog box will display.

Step 3:  In the ‘Active Status’ dropdown menu, choose the appropriate status:

  • Active – Select ‘Active’ to reactivate a dormant or previously deactivated username.
  • Deactivate – Select ‘Deactivated’ to prevent access to a username. Deactivating a username will release an available user space which will allow you to create another username on the account.

Please note that a user will show as ‘Dormant (over 90 days)’ if they have not accessed the account within the last 90 days.

Step 4: Click the ‘OK’ button to save.

How to Reset a User’s Password: 

Step 1:  Click on the Administration > Users option from the EC-Navigator menu on the left side of the screen.

Step 2: Hover your mouse over the ‘Actions’ radial button in the Users section of the page corresponding to the user account that you wish to reset and select the ‘Change Password’ menu option. The Security tab of the User Properties dialog box will display.

Step 3:  Create a password value and enter it into the ‘Password’ and ‘Confirm Password’ fields. Passwords in EC-Navigator must be at least 8 characters long, and must contain at least one uppercase letter, one lowercase letter, one number and one symbol. 

Step 4:  If you would like to force the user to change their password upon successful log-in, place a checkmark in the ‘User must change password’ box.

Step 5:  Click on the ‘Change Password’ button.  A confirmation message will appear.

Step 6:  If the user has become locked out due to 5 consecutive incorrect password entries, click on the ‘Unlock’ box in the Unlock Username section.  Otherwise, the username will remain locked for a period of thirty (30) minutes from the last unsuccessful access attempt.

Step 7:  Click the ‘OK’ button to save your updates.

How to Update an Existing User’s Properties and Permissions:

Step 1:  Click on the Administration > Users option from the EC-Navigator menu on the left side of the screen.

Step 2: Hover your mouse over the ‘Actions’ radial button in the Users section of the page corresponding to the user account that you want to modify and select the ‘Properties’ menu option. The User Properties dialog box will display.

Step 3: Update any of the User Properties fields as necessary: 

Please note that the Username and User Type fields cannot be modified on an existing user.

  • First Name – Enter the user’s first name.
  • Last Name – Enter the user’s last name.
  • Phone – If desired, enter the user’s phone number.
  • Department - If desired, enter the user’s department within your organization.
  • Email - If desired, enter the user’s email address. Note:  Populating this field will allow the user to utilize the Account Recovery Feature if they experience access difficulty.
  • Active Status – Choose the appropriate status (either ‘Active’ or ‘Deactivated’) from the dropdown menu.  Please note that a user will show as ‘Dormant (over 90 days)’ if they have not accessed the account within the last 90 days. 

Step 4: If desired, add or remove user group permissions to this user by checking or unchecking the corresponding box next to the appropriate user group(s).  Adding user groups will automatically apply all of the permissions given to the user group(s) to the new user. 

Note: For more information about User Groups, refer to the Knowledge Base article entitled User Groups Overview. 

Step 5: If desired, add or remove visibility and functionality for this user by checking or unchecking the corresponding box next to the appropriate User Application Modules(s).  Please note that we recommend all users receive all available User Application Modules in order to ensure full functionality in Payment WorkSuite.

Step 6: Choose the Permissions tab located at the top of the New User dialog box. 

Step 7: If desired, assign the user specific permissions for their appropriate level of access to EC-Navigator by adding or removing checkmarks in the boxes corresponding to the appropriate permissions. 

Please note that if you have already added this username to an existing User Group, the permissions assigned via that User Group will show as bullet points instead of checkboxes; you cannot remove permissions assigned via User Groups without removing the user from that User Group.

If your account configuration includes multiple Merchants, Locations and/or Terminals, be sure assign permissions for every Merchant, Location and/or Terminal that the user will need to access.  Use the dropdown menus in the Merchant Permissions, Location Permissions and/or Terminal Permissions sections to navigate between your different account instances.

Step 8: Click the ‘OK’ button to save your changes.

How to Delete a User:

Step 1:  Click on the Administration > Users option from the EC-Navigator menu on the left side of the screen.

Step 2: Hover your mouse over the ‘Actions’ radial button in the Users section of the page corresponding to the user account that you would like to delete and select the ‘Delete’ menu option. The Please Confirm dialog box will display which will ask if you are sure you want to delete the user account.

Step 3: Choose the ‘OK’ button to delete the user account.

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