Web-based User Management
You can use the Users screen of the Admin tab to group a set of resources, such as customers, products, and accounts. Once a resource (i.e. product or customer) has been assigned to a you, it cannot be changed.
You can use this area to support and make changes for your customers. We can set you up with 2 admin users so that you can create users on demand for your customers. This gives you independence to manage your customers and allows you to make changes out of hours, at their request.
You can also create or onboard new users.
In the Admin tab, click Users to open the Users search screen.
Click + New User. The Create User screen displays.
In Create User enter the user's Email, the following fields then display First Name, Last Name and Phone Number.
Click Status and select Active.
The Phone Number field must be a cellphone number as this will be used for MFA to authenticate the user.

Field | Description |
---|---|
Name | User name. Enter the full user name to display in the browser window when the user logs into Explorer. |
User email address. This address is used to log into Explorer and also serves as a recovery email for password resets. | |
Status | Select a user status. User status is Inactive by default. Change it to Active when creating a user. |
User Type | This field displays Partner when the user is created. |
Roles | /Select the roles to add to the user, or click Include All Roles to add all available roles to the user. Note: Only the roles assigned to you will be visible. Some roles contain permissions which allow you to originate payments in Explorer. Your Explorer admins are responsible for making sure that your users are properly configured with only the appropriate user roles as well as authorized limits. |
Authorized Limits | For each field , select a dollar limit (if applicable) |
Click Status and select Active.
Click Roles and select the roles you want to assign the new user. Click Save Changes

All users must be configured with the Partner Core Ready Only role.
If the user is assigned the Partner Wire Origination role you must configure that user's origination limit.
If you're assigning the user the Partner Wire Origination role, enter a value in the Wire.Payments.Originate field to indicate the maximum dollar limit per wire. Otherwise, you can ignore this field.
When you finish configuring all fields. Click Save Changes.

If you have successfully created a new user a confirmation screen displays.

To complete the addition and configuration of a user, a different admin must Approve Changes.

The Approve Pending Changes screen displays. Click Confirm.


View user information
User details
The main user information displays in the User Details area:
Field | Description |
---|---|
User ID | User ID generated by COS |
Name | User name |
Status | User status |
User Type | This field always displays as Partner when the user is created. |
User’s email address | |
Identity Provider ID | Unique ID automatically generated by COS third-party authentication vendor |
Roles | List of roles assigned to the user |
Authorized Limits | List of authorized limits assigned to the user per permission |
Change user details
You can edit most of the user details using the 3-dot (More) menu in the User Details area.
To change user details:
Clickth 3-dot menu in the User Details area and select Toggle Edit Mode. Most of the fields become editable.
Any changes made to the user configuration will need to be approved by another admin.
Search for your users:
Go to Admin > Users.
Search by Id or click the filter icon and enter your search parameters:
Filter | Description |
---|---|
Name | User name |
Type | User type (Internal/ Partner) |
Status | User status (Active, Inactive or Any) |
Partner | Partner name. You can click the magnifying glass to select one from the list. |
Identity Provider | ID provided by the third-party authentication vendor |
Has Changes | Yes, No, or Any |
Click Search.
The search results display in the Partners list. Each row in the list represents an individual partner:
Column | Description |
---|---|
NAME | Partner name |
STATUS | Partner status |
TYPE | User type (Partner/ Internal) |
ROLES | Number of roles assigned to user |
PARTNERS | Number of partners accessible to user |

You can perform several tasks from the User Tasks area.
Search users
When you click Search Users in the User Tasks area, you return to the main Users screen.
View notes
To view and add notes on a user:
Click View Notes.
The View Notes dialog displays your saved notes:
Field | Description |
---|---|
DATE | Note creation date |
SUBJECT | Note subject |
AUDIENCE | Note audience (Internal /Partner) |
CREATED BY | COS user who created the note |
Body | Note text |
You can click a note in the list to view the body of the note.
Add a note
- Click Add Note in the View Notes dialog.
- Enter the information in Create New Note.
- Click Submit. The new note displays in the View Notes dialog. The notes are specifically for either an internal or external audience.