Overview
The User Management feature in Charge Anywhere’s Transaction Manager allows partners and merchants to create and manage user accounts for their organization. From creating new user profiles to managing credentials, roles, and permissions, this tool enables secure and flexible account administration.
This guide explains how to:
- Search for users
- Add new users.
- Change password
- Modify permissions
- Unlock user
- Updated user profile
- Check user activity
- Delete users
Prerequisites
Before you begin, ensure that:
- You are logged in with administrative privileges.
- You have already selected a company, if your role requires it.
Searching for Users
The User Management screen includes a search panel that allows you to quickly locate specific users using filter fields such as access level, username, email, first name, last name, phone number, and company name.
To search for a user:
1. Navigate to the User Management section from the top navigation bar.
The user list and search panel appear.
2. In the Access Level dropdown, select a role (e.g., Merchant) to filter users by their permissions.
3. Enter one or more of the following values:
- Username
- First Name
- Last Name
- Phone Number
- Company Name
4. Click Submit.
The results matching your search criteria appear in the user table below.
5. To reset the search fields, click Clear.
Tip: Combine multiple fields (e.g., First Name and Company Name) to narrow your search.
Adding a New User
To add a new user, perform the following steps:
1. On the main navigation bar, click User Management.
The User Management screen appears.
2. Click the Add button.
The Add User screen appears.
3. Select the appropriate Access Level from the dropdown.
4. Select the company.
- In the Company field, type the company name.
- Click the Search icon next to the field. From the dropdown list, select the correct company.
Note: Selecting a company is mandatory before proceeding.
5. Fill in the user information fields, including:
- Username
- Email Address
- First Name
- Last Name
- Phone Number
- Password
- Confirm Password
- The password must be between 12 and 32 characters long.
- It must include at least one uppercase letter, one lowercase letter, one number, and one special character.
- It cannot include the username.
- It cannot be the same as the previous four passwords used.
- Repeated characters and common sequences (like 123) are not allowed.
6. Once all required fields are complete, click Add to create the new user.
A confirmation message will appear upon successful creation.
Tips
- Use meaningful usernames that are easy to identify.
- Ensure that the email address is accurate – account credentials or password resets may be sent there.
- If you cannot access the User Management tab, contact Charge Anywhere support to verify your access level.
Managing Existing Users
Once a user is added, you can manage them through the Actions menu in the User Management section. The following options are available in the dropdown.
1. Change Password
You can change an existing user’s password from the User Management screen. This feature is typically used when a user forgets their password or needs to reset it due to a security policy update.
To change a user’s password:
1. Navigate to the User Management section using the top navigation bar.
2. Use the available filters to locate the user whose password you want to change.
For detailed steps, refer to the Searching for users section.
3. In the Actions dropdown next to the selected user, choose Change Password.
4. Click the Submit button next to the dropdown.
The Change Password screen appears.
5. In the New Password field, enter a new password for the user.
6. In the Confirm Password field, re-enter the password exactly as typed above.
7. Review the password rules displayed on the right side of the screen:
- The password must be between 12 and 32 characters long.
- It must include at least one uppercase letter, one lowercase letter, one number, and one special character.
- It cannot include the username.
- It cannot be the same as the previous four passwords used.
- Repeated characters and common sequences (like 123) are not allowed.
8. Click Update to save the new password.
9. A success message appears at the top of the screen confirming the password has been updated.
2. Permissions
Users can customize the areas of the Transaction Manager they can access by configuring permissions. These granular access controls ensure that users only interact with the features relevant to their role.
To update user permissions:
1. Navigate to the User Management section using the top navigation bar.
2. Use the available filters to locate the user whose permissions you want to configure.
For detailed steps, refer to the Searching for users section.
3. In the Actions dropdown next to the user’s record, select Permissions.
4. Click the Submit button.
The User Permissions screen appears.
5. Review the available categories such as Menu Options, Transaction Types, User Management, Recurring Database, Customer Vault, Settlements, Cash Discount, and My Account.
6. Check or uncheck the boxes to grant or revoke access to specific features. For example, you can enable or disable access to:
- Transaction types like Sale, Void, Return
- Administrative tools such as User Management or Settle Batch
- Actions within Customer Vault or Recurring Database
7. After making the desired changes, click Update.
8. A confirmation message appears at the top of the screen stating that the permissions have been updated successfully.
Tip: Use the Reset button to revert all selections to their previous state before saving if needed.
3. Unlock User
User accounts may become locked due to multiple failed login attempts or administrative restrictions. The Unlock User option allows administrators to immediately restore access for a locked user.
To unlock a user:
1. Navigate to the User Management section using the top navigation bar.
2. Use the available filters to locate the locked user in the user list.
For detailed steps, refer to the Searching for users section.
3. In the Actions dropdown next to the user’s record, select Unlock User.
4. Click the Submit button.
5. A confirmation prompt appears. Click OK to proceed.
The system processes the request and unlocks the user account.
6. A success message appears at the top of the screen confirming that the user was unlocked successfully.
4. User Profile
The User Profile option allows users to view and update personal information, configure security questions, and manage two-factor authentication (2FA) preferences.
To update a user’s profile:
1. Navigate to the User Management section using the top navigation bar.
2. Use the available filters to find the user whose profile you want to update.
For detailed steps, refer to the Searching for users section.
3. In the Actions dropdown next to the user’s name, select User Profile.
4. Click the Submit button.
The User Profile screen appears.
5. In the First Name field, review or update the user’s first name.
6. In the Last Name field, review or update the user’s last name.
7. In the Phone Number field, enter or modify the contact number.
8. In the Email Address field, confirm or update the email address.
9. In the Security Question 1 dropdown, select a question from the list.
10. In the corresponding Answer field, type the answer to the selected question.
11. Repeat steps 9 and 10 for Security Question 2 and its answer.
12. In the Two-Factor Authentication section, select the appropriate option:
- Disable Two Factor Authentication
- Enable OTP Authentication
- Enable DUO Authentication
- Enable TOTP Authentication
(Available to merchants regardless of partner enforcement. However, if the partner enforces TOTP, the merchant must enable it.)
13. Click Update to save the changes.
14. A confirmation message appears at the top of the screen indicating that the user profile was updated successfully.
Note: TOTP Authentication is available to all merchants. If a channel enforces TOTP, the merchant is required to enable it. If not enforced, enabling it is optional at the merchant’s discretion.
5. Users Activity
The Users Activity option provides a complete audit trail of actions performed by individual users in the Transaction Manager. You can view activities such as logins, profile changes, permission updates, and transactions.
To view a user’s activity:
1. Navigate to the User Management section using the top navigation bar.
2. Use the available filters to find the user whose activity log you want to view.
For detailed steps, refer to the Searching for users section.
3. In the Actions dropdown next to the user’s record, select Users Activity.
4. Click the Submit button.
The User Activity screen appears.
5. In the Username field, confirm that the correct user is selected.
6. (Optional) In the Task field, enter a keyword to filter by specific actions (e.g., “Login”, “Permissions”, or “Profile”).
7. In the From and To fields, set a date range using the date pickers.
8. Click the Search button. The activity log is displayed in a table format with the following columns:
- Username
- Task
- Date
9. Review the activity entries. Each row describes the user action, context, and timestamp.
10. To refine your results, adjust the filters or search terms and click Search again.
Tip: Use this log to investigate user behavior or trace administrative changes.
6. Delete User
The Delete User action permanently removes a user account from the system. This is typically used for deactivating test accounts or removing former employees.
To delete a user:
1. Navigate to the User Management section using the top navigation bar.
2. Use the available filters to find the user you want to delete from the user list.
For detailed steps, refer to the Searching for users section.
3. In the Actions dropdown next to the user’s record, select Delete User.
4. Click the Submit button.
5. A confirmation dialog box appears. Click OK to proceed.
The user is deleted from the system, and their record no longer appears in the User Management list.
Note: Deleting a user is permanent and cannot be undone. Proceed with caution.