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.
Create a new user
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
