WebTerminal

WebTerminal Overview

The WebTerminal is a permission based module of the Smart Terminal. It allows merchants to group multiple IntelliPay accounts under one or more Login Names. In addition you can assign limited functionality to particular users in your group. Allowing some of your users to only process Normal Authorizations and giving others the ability to perform additional tasks based solely upon the Login Name and Password for that user.

Setting up new users

The owner of the IntelliPay account will be given a Login Name and Password that is used to access SAMS. This is where users and permissions are initially setup. Once that has been setup any user that has "Manager" access can make the same modifications from within the WebTerminal Manager screen.

The following steps will guide you in setting up a new user for WebTerminal:

1. Login to your IntelliPay SAMS by going to https://www.intellipay.net/Merchant/ and enter in your Login Name and Password.

2. Click on the Go button next to WebTerminal.

Merchant Menu

3. You will first want to setup a "manager" account. The manager account should have access to all of the features of WebTerminal. Enter in a Login Name and Password in the boxes provided.

Web Terminal Login and Password entry

4. You will see 7 check boxes to the right of the Login Name and Password boxes for each account in your group . Verify that each box has a check mark. This will give your "manager" account access to everything in the WebTerminal.

User Permissions

5. Click on the Go button to add this user.

6. You will see a message stating the new user was added. Click on Back to Manager to add more users.

7. Now that your "manager" account is setup, you can add additional users. To add an additional user enter in a Login Name and Password for the new user.

8. Uncheck any boxes that you do not want this user to have access to and click Go.

9. You will see a new user was added message, click on Back to Manager to add more users or Back to Menu to return to the main SAMS menu.

Logging into WebTerminal

Once the individual user accounts have been setup they can then be logged into.

To login go to https://www.intellipay.net/WebTerminal/ and enter in your WebTerminal Login Name and Password.

Once logged in successfully, depending on your permission level you will see some or all of the following options:

1. Manager Screen - This will allow you to access the WebTerminal Manager Screen where you can modify user settings. Click here for more information about this feature.

2. Use WebTerminal - This option will take you to the terminal screen where you can enter in a credit card transaction, perform credits and settle transactions. Click here for more information about this feature.

3. Change Password - This option will allow you to change the password for your user account. Click here for more information about this feature.

WebTerminal Manager Screen

The WebTerminal Manager Screen is where you can add or remove users and add or remove permissions for your users.

WebTerminal Manager Screen

Following are definitions of what each area of the Manager screen is used for:

Account Name - This is where you will see all of your IntelliPay accounts. If you have multiple account grouped together you may need to scroll to the right to see all of your accounts.

Delete - This check box will delete the user on that line.

Login Name - This is where your current Login Names will appear. You will also be able to enter in a new Login Name in the box provided at the bottom of your Login Name List.

Password - The Password field will appear next to each Login Name. Entering in a new password into this box will change the password for the corresponding user.

Permission Checkboxes:

Can Process Credits - Placing a check in this box will allow the user to Process a Credit/Refund transaction and will also be able to Void transactions.

Can Perform Pre-Auths - Placing a check in this box will allow the user to process a Pre-Authorization transaction.

Can Perform Post Auths - Placing a check in this box will allow the user to process a Post Authorization transaction.

Can Perform Normal Auths - Placing a check in this box will allow the user to process a Normal Authorization transaction.

Can Settle Transactions - Placing a check in this box will allow the user to settle Pre-Authorization transactions.

Account Enabled - Placing a check in this box will enable the user account. Unchecking this box will disable users account.

Manager - Placing a check in this box will make this user a manager giving them access to the WebTerminal Manager Screen.

Note: This selection is only available from the WebTerminal settings screen within SAMS.

Go button - Clicking Go will save all of the changes made in the WebTerminal Manager Screen.

Using WebTerminal

After logging into the WebTerminal you will see several option based upon the permission levels setup on your user account.

To login go to https://www.intellipay.net/WebTerminal/ and enter in your WebTerminal Login Name and Password.

Next, click on the option Use WebTerminal.

You will see some or all of the following:

Order Information Section

Account - This is where you will choose which IntelliPay account you will be processing the transaction with. Before entering in any transaction data you will need to click on the corresponding radio button for the account you want to use.

Invoice Number - Enter your Invoice number in this box.

Description - Enter the Description of your transaction in this box.

Amount - Enter the amount you will be charging in this box. Note: Include a decimal point and 2 digits for cents. A $ sign should not be entered.

Order Information Section

Payment Information Section

Transaction Type - Click on the Radio button that corresponds to the type of transaction you want to perform.

1. Normal Transaction - Selecting this radio button will perform a Normal Authorization. When you submit a Normal Transaction IntelliPay will send the authorization request to your bank network who will either authorize the card transaction or decline it. If it's declined, you will see a screen with the decline message and you'll have an opportunity to re-run the transaction with a different card or other details. If it's approved, you'll receive the authorization code and have other options to run another transaction with the same amount, or another transaction for the same buyer.

2. Pre-Authorization - Selecting this radio button will perform a Pre-Authorization. Pre-Auth's are just like Normal Auth's except the authorized transaction is NOT put into your Open Batch, but is put in your Pending Batch. Pre-Auths are normally used for businesses that need to confirm credit availability since they can't or won't be delivering the product or service immediately.

3. Credit/Return or Settle - Selecting this radio button will take you to the Credit Card Activity screen where you can Review your current batch and previous batches, void transactions out of the open batch, perform credit transactions and settle or void Pre-Authorization transactions. For more detailed information about the Credit Card Activity menu please click here.

4. Post Authorization Transaction - selecting this button will perform a Post Authorization transaction. A Post-Auth means "after the authorization". This type is seldom used, but is useful if you received your original authorization code from your merchant account bank through some other method such as their voice authorization facilities.

Enter the original transaction details, including the Original Approval Code, and this transaction will now settle in your normal Open Batch settlement.

Payment Method - Select the type of credit card you will be processing from the drop down list.

Credit Card Number - Enter the Credit Card Number in this box.

Expiration Date - Enter in the Expiration Date of the Credit Card in this box in the following format: MMYY or MM/YY.

Credit Card CVV2 Code/CVC2 Code - Enter in the 3 or 4 digit CVV2 code in this box. The CVV2 is a three-digit security code that is printed on the back of Visa, MasterCard and Discover cards. The number appears in reverse italic at the top of the signature panel at the end (located on the front of the card, top right on an American Express card).

Original Approval Code - This field is only used when performing a Post Authorization transaction. Enter in the 6 digit approval code you received from your Voice Authorization Center in this box.

Payment Information Entry

Customer Information Section

Customer ID - Enter any customer number or code you use to identify this customer.

Name - The customer's name. (Usually as it appears on the card).

Street Address - The cardholders street address. Must include the street number. The street number is mandatory data for the AVS system, so entering the cardholder's address as "Somewhere St." when it should be "123 Somewhere St" will cause the AVS system to fail. While your transaction may still be approved, no AVS code will have been secured. Your merchant account provider will undoubtedly charge you more fees under the "Non-Qualified Rate" clause of your merchant agreement.

City - Enter the City name.

State/Province- Select from the list.

ZIP/ Postal Code - Also mandatory for AVS scoring (see "Street Address" above).

Country - Choose from the list.

Phone - The customer's complete phone number.

Fax - The customer's fax number.

E-Mail - The customer's e-mail address. Set this to Required if you are using e-mail transaction receipts.

Customer Information Entry

Changing your Password

Clicking the link Change My Password will connect you to the Change Password page where you can change your password.

Note: This will only change the password for this user. It will not change the password used to access SAMS.

To change your password do the following:

1. Click on the Change My Password link.

Change Password Confirmation

2. You will prompted for your Current Password, enter it into the box provided.

3. You will prompted for the New Password. Enter the New Password in the box provided.

Note: The new password needs to contain at least 7 characters and needs to be a combination of numbers and letters. In addition it cannot contain any part of your Login Name and cannot be a password you have used in the past with your IntelliPay account.

4. You will need to enter the New Password again in the box labeled Confirm New Password.

5. Click the Update button to save your changes

6. After the password has updated you will see the message Password Updated. You would then simply click the Done button to return to the WebTerminal main menu.

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