XiPay WebGUI Users
Use the XiPay WebGUI to create or authorize new transactions, settle transactions created either in the XiPay WebGUI or from an external system (SAP, other ERP, legacy, web store), and view transaction details and track progress. The Merchant Portal is used to maintain XiPay WebGUI users. Before discussing how to maintain those users, we will first discuss some concepts related to Virtual Terminal.
WSA vs. regular XiPay WebGUI user
The XiPay Web Service Account (WSA) user is the system user credentials that are used to authenticate to the XiPay platform. The username and password are configured in various source systems and/or applications during implementation. See Set XiPay WSA Password for more information.
XiPay server IDs (a.k.a. XIIDs)
XiPay is configured using the concept of Server IDs (also known as XIIDs). These IDs represent a unique payment configuration environment in XiPay. It is common to have multiple Server IDs. For example, a merchant could have eight retail locations; each location has its own Merchant ID and therefore eight Server IDs are established. Separate Server IDs may be created based on currency and/or card type as well. It depends on your processing and routing needs. This is determined with your Paymetric Implementation Consultant.
It is important to plan your user permission requirements BEFORE you create or edit users.
High-level process for maintaining XiPay WebGUI users
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Plan the User Permission Requirements before you starting creating and/or editing users.
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Create the Subdivisions if needed.
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Create the XiPay WebGUI Users and assign them permissions or to Subdivisions as needed.
Giving consultants access to your XiPay environment(s)
In order for a consultant to be given access to a Merchant's XiPay environment(s), they must be first created as a "portal user" in the Integrator's Portal and then assigned as a consultant to the Merchant. The Integrator's Portal Admin performs these tasks. Then, only the Merchant's Approving Manager(s) (AM) can give an Integrator Consultant access to their XiPay WebGUI DEV or QA environments. Note that integrators should not have access to Production.
The Merchant's AM navigates to the XiPay WebGUI Users page and chooses to add an existing user. They will see any assigned consultants in the list of existing users.