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Two Concourse Parkway, Suite 800, Atlanta, GA 30328 © Elavon Incorporated 2015. All Rights Reserved

Fusebox User Setup Administration Guide

July, 2015

Fusebox User Setup Administration Guide FSB-0027-F

© Elavon, Incorporated 2015 i

Copyright

Copyright © 2015 Elavon Incorporated. All rights reserved. No part of this publication may be reproduced or distributed without the prior consent of Elavon Inc., Two Concourse Parkway, Suite 800, Atlanta, GA 30328.

Disclaimer

Elavon Inc. provides this publication as is without warranty of any kind, either expressed or implied. This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein. These changes will be incorporated in new editions of the publication. Elavon Inc. may make improvement and/or changes in the product(s) and/or programs(s) described in this publication at any time.

Trademarks

Fusebox is a registered trademark of Elavon Inc. All other brand and product names are trademarks or registered trademarks of their respective companies.


© Elavon, Incorporated 2015 ii

Preface This document describes step by step procedures on how to use your User Setup Guide including:

• User Setup Overview

• Setting Up a New User

• Editing User Information

• Profile and Entitlement Options

This document is intended for all users of the Fusebox User Setup product and contains the information necessary for you to be able to use all the features of the product effectively.

Typographical Conventions

Throughout this guide, you will see words and phrases that appear in different fonts and formats. The following list describes the typographical conventions used in this guide.

• Bold text Indicates a menu option, a window title, buttons, and so on that you can use to identify a part of the user interface.

Example:

Print or Save As dialog box

• Menu selection sequences Indicates a series of menu options that you need to select in a particular sequence and listed in one step. Each menu option is separated by a pipe ( | ).

1. Choose File | Save As | File Name and enter the name of the document.

• Courier text Indicate examples of software code. Usually this type of text is encapsulated in a code box as illustrated below.

Begin Header

<head> <title>Batch Import</title>

</head> End Header


© Elavon, Incorporated 2015 iii

• Bold courier text Indicates a command that you would type into a command prompt window as illustrated below.

cd c:\users\

• Italicized text Indicates that the word or phrase is:

• Emphasized for clarification as illustrated below.

You do not need to select Apply.

• The word is replacement text, such as a variable for a piece of code that you need to enter the appropriate value for your implementation as illustrated below.

<xml>

<country_code>Country Code</country_code>

</xml>


© Elavon, Incorporated 2015 iv

Revision History

The following table provides a description of the changes made to this document from its origination to the current release.

Revision Date Revision Notes

First Edition - Orig

AUG-2010 Original

Second Edition – A

NOV-2010 Added Quick View and Quick Edit

Third Edition – B

AUG-2012 Fusebox 8.4 Release

Fourth Edition – C

NOV-2012 Fusebox 8.5 Release

Fifth Edition – A

JUL-2013 The document numbering has changed in this revision. The previous document number FUS-01-082012 is now replaced with FSB-0027-A.

Sixth Edition – B

OCT-2013 Updated for changes in November 2013 release.

Seventh Edition – C

FEB-2014 Updated for February 2014, 9.0 release

Eighth Edition – D

APR-2014 Updated for April 2014, 9.1 release:

PR-14561 – Reset password messages PR-14776 – Clone User

Ninth Edition – E

APR-2015 New template.

Tenth Edition – F

JULY-2015 PR-14928 Clone User Enhancement and Allowing E-mail Address Updates.


© Elavon, Incorporated 2015 v

Table of Contents Title Chapter 1: User Setup Overview ........................................................................................................ 1

External Administrators ....................................................................................................................... 1

User Profiles and Entitlements ............................................................................................................. 2

Chapter 2: Setting Up a New User ...................................................................................................... 3

How to Add a New User ....................................................................................................................... 3

Add User Information ...................................................................................................................... 4

Assign Profiles and Entitlements ...................................................................................................... 8

Assign User Hierarchies ..................................................................................................................... 12

Hierarchy Search using Property Search ......................................................................................... 13

Hierarchy Search using Navigate Tree ............................................................................................ 14

Confirm and Save User ................................................................................................................... 17

Miscellaneous Hierarchy Information ................................................................................................ 20

Select the Hierarchy View .............................................................................................................. 20

Track Hierarchy Nodes ................................................................................................................... 20

Chapter 3: Editing User Information................................................................................................. 22

How to Modify User Information ....................................................................................................... 23

How to Clone User ............................................................................................................................. 26

How to Conduct a New Search ........................................................................................................... 30

To See a Quick View ....................................................................................................................... 30

To Do a Quick Edit.......................................................................................................................... 31

How to Edit User Profile .................................................................................................................... 32

How to Edit Account Status ............................................................................................................ 34

How to Deactivate an Existing User ................................................................................................ 35

How to Activate an Existing User .................................................................................................... 38

How to Reset a User Password ....................................................................................................... 39

Password Resets ............................................................................................................................ 40

How to Update External User E-mail Address ................................................................................. 42


© Elavon, Incorporated 2015 vi

Chapter 4: Profile and Entitlement Options...................................................................................... 44

General Tab Profile Options ............................................................................................................... 45

General Tab Profile Grantor Options - Grant ...................................................................................... 46

Case Management Profile Options ..................................................................................................... 47

Grant Management Grantor Profile Options - Grant .......................................................................... 47

Batch and Transaction Management Profile Options ......................................................................... 48

Batch Management Grantor Profile Options ...................................................................................... 49

BMUI Ships Profile Options ................................................................................................................ 49

Reporting Profile Options .................................................................................................................. 50

File-based Activities Profile Options ................................................................................................... 51


© Elavon, Incorporated 2015 1

Chapter 1: User Setup Overview

This chapter provides an overview of key information you need to know in order to add new users to the Fusebox system as well as how to manage user profiles and permissions. You will also find instructions on how the administrator uses the User Setup application to manage users in the Fusebox portal.

Topics in this chapter include:

• External Administrators

• User Profiles and Entitlements

External Administrators

An external administrator is created by a Fusebox technical support representative who has the entitlements to set up new administrators. This is done by completing the User Access Request

Form – External and submitting it to the Fusebox Technical Support Desk or by contacting the Fusebox representative.

Customers must establish their own Fusebox administrator. The external administrator can assign other users to be the external administrator role, if desired. The external administrators can:

• Create a new user

• Assign or change the hierarchy, entity and/or site for obtaining the information the user needs

• Modify an existing user

• Deactivate a user

• Reactivate a user

• Reset a user’s password

The user login is tied to the role the user performs at their job. The administrator assigns users the correct entitlements to work with the Fusebox application and which hierarchy they need to access to perform various functions and access specific applications within the portal.



Once the administrator creates the user, two system-generated e-mails are sent to the new user. The first e-mail notifies the new user of their User ID and contains instructions on how to access the system. The second e-mail contains the user’s temporary password. If the user does not have an e-mail, the external administrator contacts the user individually to give them the user name and temporary password.

An administrator can see the temporary password for the user without an e-mail address, but they cannot see a temporary password for a new user that has an e-mail address. No one has access to an individual’s personal password that they created.

User Profiles and Entitlements

This chapter provides the system functions and technical details that administrators need to do the following:

• Set up and configure system users

• Deactivate users to remove access to the system

• Unlock users who have been locked out of the system due to exceeding the number of failed login attempts

• Modify user preferences

The Fusebox portal is designed to handle a variety of tasks, requiring different users to perform various functions within the system. A user’s ability to perform specific functions or view certain information is based on access permissions tied to each user profile.

Entitlements are grouped as a set of privileges, and the administrator assigns users a group of entitlements or a profile set. Users will only see data pertaining to the hierarchy node that they are assigned and the sites associated with that hierarchy level. If a user needs access to different entitlements than those available in one set, they are assigned another profile which includes the entitlements needed.

When the user logs into Fusebox, the system recognizes their entitlements and hierarchies through the user profile. Entitlements are used by the UI and web services to show or hide user actions and hierarchy information.

• When referring to this document, be aware that you may not have access to every feature application or profile described because access is restricted by your user role and entitlements

• There are two parts to a user’s profile, including the applications for which they have access rights and the data for the entity or site the application uses

• Users may also grant application access to another user even if they do not have access themselves

Chapter 2: Setting Up a New User FSB-0027-F


Chapter 2: Setting Up a New User This chapter provides instructions on how to set up a new user in Fusebox. It also describes the features and configuration options in the User Setup application to manage users in the Fusebox portal.

Topics include:

How to Add a New User

• Add User Information

• Assign Profiles and Entitlements

• Add User Hierarchies

• Confirm and Save User

Miscellaneous Hierarchy Information

• Select the Hierarchy View

• Track Hierarchy Nodes

How to Add a New User

To add a new user to Fusebox, the administrator does the following:

1. Enter user information.

Add the user to the system including their user name, name, and contact information.

2. Assign profiles to user account. Profiles contain groups of entitlements to the system.

3. Assign hierarchy nodes. Assign specific levels of the merchant hierarchy the user can view in the system.

4. Confirm the user account setup.



Add User Information

To add a new user, do the following:

1. On the Fusebox portal, click User Setup.

The Add New User window opens and the User Information tab appears.

2. Complete the form, adding user information.

Note: Fields with an asterisk (*) are required.



Field Characters Requirements

User Name (*) (alphanumeric)

You cannot edit the user name once saved.

Must be between 7 and 30 characters

May include the following characters:

• Period (.)

• Exclamation mark (!)

• Number sign (#)

• Dollar sign ($)

• Percent sign (%)

• Apostrophe (‘)

• Asterisk (*)

• Hyphen (-)

• Question mark (?)

• Caret (^)

• Underscore (_)

• Grave accent (')

• Left curly brace ({)

• Vertical bar (|)

• Right curly brace (})

• Tilde (~)

First Name Cannot exceed 30 characters

Last Name Cannot exceed 30 characters

Address Line 1 (*)

alphanumeric

Cannot exceed 100 characters


• Comma (,)

• Period (.)

• Apostrophe (‘)Hyphen (-)

• Underscore (_)

City (*) Cannot exceed 100 characters

Country (*) United States or Canada Text cannot be typed into the text box. State / Province (*) Appropriate choices for State/Province appear

in the drop-down selection box, after you select Country Code.

Postal Code (*) Cannot exceed 100 characters

United States

Postal Code (or Zip Code) is 5-digit number. Expanded ZIP code, Zip+4, is allowed by adding the dash before the extension digits.

Canada

Postal code is 6-digit number. Format is six alphanumeric characters in the ANA-NAN sequence where “A” represents an alphabetic character and “N” represents a number from 0 to 9, example, K1A-0B1.

Time Zone (*) Select from the drop-down list.




Business E-mail (*) alphanumeric



• Period (.)

• Exclamation mark (!)

• Number sign (#)

• Dollar sign ($)

• Percent sign (%)

• Apostrophe (‘)

• Asterisk (*)

• Hyphen (-)

• Question mark (?)

• Caret (^)

• Underscore (_)

• Grave accent (')

• Left curly brace ({)

• Vertical bar (|)

• Right curly brace (})

• Tilde (~)

Below business e-mail, message displays suggesting that each user have a unique e-mail address.

Shared e-mail address:

If user does not want others to have access to their e-mail (which contains user names and passwords), select the check box if user does not have an e-mail address. By selecting this option, the business e-mail is no longer a required field and you are able to continue to the next step in the setup process. When the last step of the setup process is complete, a window displays showing the user’s new credentials.

If check box if user does not have a unique e-

mail address is checked, the following applies:

Business e-mail appears without the asterisk symbol (*). Notification appears at the end of the setup process warning you that the new user’s credentials won’t be provided again. For more info, refer to Confirm and Save User in this document.




Business Phone (*)Numeric

Must be between 10 and 20 characters


• Period (.)

• Dash (-)

• Opening parenthesis (

• Closing parenthesis )

• No hyphen is needed when inputting the phone number.

Business (Ext.) not required; numeric


Business Fax – Numeric May include the following characters:

• Period (.)

• Dash (-)

• Opening parenthesis (

• Closing parenthesis )

• Must be between 10 and 20 characters

• No dash is needed when inputting the phone number.

3. Review the information for accuracy. You cannot edit the user name once the profile is created.

4. Click Next.

The Profiles and Entitlements | General tab appears.

If the user name is already in the system, you will receive an error message to select another user name.

5. Add a new user name to the User Name field.



Assign Profiles and Entitlements

To set up a new user’s profiles and entitlements, perform the following steps:

Note: Make sure you are on the Profiles & Entitlements tab.

1. Select the entitlements for the new user on each tab.

Note: Each tab represents a different application in Fusebox.

In the following example, the applications available include General, Case Mgmt, Batch Mgmt, Reporting and File Based Activities.

To view the entitlements for each profile of the application (tab), click on the profile name. The entitlements associated with that profile appear under the entitlements section.

Note: You can hover over the profile name and the entitlements specific to that profile. You will also see information relevant to each tab you select as circled in red on the General tab.

2. Click on the tab of the application to which you want to add user profiles and entitlements.



3. Click on the text of the profile name to view the entitlements associated with the profile.

The entitlements for the selected profile appear to the right.

4. Select the profile check box to assign to user.

For a list of available profiles and entitlements for each tab, refer to the Profile Options section of this document. Profiles include the following:

• General Profile Options

• General Profile Options - Grantor

• Case Mgmt Profile Options

• Case Mgmt Profile Options - Grantor

• Batch Mgmt Profile Options1

• Batch Mgmt Profile Options – Grantor

• Reporting Profile Options

• Batch Mgmt Ships Profile

• File-Based Activity Profile Options 1 Batch Management Profile Options include profile options for both Batch Management and Transaction Management.

Note: If you need to create other users that grant profiles, you must be assigned the Universal Grantor Profile.

5. Select the check box next to the profile you wish to assign from each application tab. You can assign more than one profile to a single user. Users always have more than one profile.

You must assign at least one of the following profiles to a user. These profiles appear in bold text on the user interface.

• Portal User No Home Page or Docs from Processor

• Portal User No Home Tab

• Portal User with Home Tab

If you have not chosen one of the three required profiles, you will receive the following message: “Please select a profile that includes reset own password.”

Each profile has specific entitlements. If the entitlements you select for a profile are not correct you will receive a screen message that explains the options for that entitlement. To remind you of the differences between the grant and non-grant profiles, the following message appears on each application tab:



“Grant Profiles give this user the ability to give this access to another user. To create a user that can give grant profiles, select the appropriate grant and the Universal Grant profile.”

6. Click Next.

The Hierarchies | Property Search tab appears.



You must have at least one hierarchy node assigned to the user or you will receive an error message.

Note: Click Next to navigate through the tabs when adding a new user. Navigation cannot be accomplished by clicking User Information, Profiles & Entitlements, Hierarchies, Confirmation tabs.

If you will be setting up or maintaining merchant users, you must have the required accesses for each of the external grant profiles that you will need to assign. If you have not been assigned to an external grant profile, the profile will not appear as an option when administering other external user accounts.

Note: Some profiles are never assigned to a specific type of user. For example, BMUI users will never be given “Portal User – No Home Page” profile because it will cause problems in using the BMUI application.



After you have completely setup the new user you a Confirmation window displays showing User Information, Profiles & Entitlements, and Hierarchies for the new user.

7. Click Save to save the new user information.

You will receive the following message.

8. Click OK.

Assign User Hierarchies

After each profile and entitlement is assigned to the new user, the next step is to add the hierarchy nodes to which you want the user to have access.

The selected hierarchy defines the level of customer data access and allows the user to view information in the system pertaining to the selected hierarchy level. The user can only see data pertaining to the hierarchy node they are assigned and the sites associated with that level.

Note: At least one hierarchy node must be assigned to add a new user.

To locate the hierarchy to assign to the user, look up the desired level in the merchant hierarchy by providing criteria for a search in the Property Search tab, or navigate to the hierarchy level using the Navigate Tree tab.



Note: Property Search displays results in a grid format. Navigate Tree displays results in a tree format.

Hierarchy Search using Property Search

1. On the Hierarchies tab, select Property Search.

2. Select the user Hierarchy Name from the drop-down list or type the name in the free text field.

For merchants configured to see different views of their Property IDs, click the Hierarchy View list and select from the merchant-specific view options. The default setting is System, which shows the Fusebox standard system-assigned IDs. Other views are Alternate Client and System and can be used by some clients for unique identifiers.

Options include:

• Entity Name

• Entity ID

• Site ID

• Inn Code

• MCC Code

• City

• State

• Zip Code



• Store/Facility ID

3. Click Search.

The Hierarchies available appear in a grid format within the search results.

4. Select the check box next to the desired hierarchies.

5. Click Next.

The Confirmation tab displays.

6. To confirm and save, refer to Confirm and Save User in this document.

Hierarchy Search using Navigate Tree

To perform a hierarchy search using Navigate Tree, do the following:

1. Select the Navigate Tree tab to display results in a tree format.

2. From the Hierarchies tab, click the Navigate Tree tab.



The Tree Search window appears.

3. Enter the Hierarchy Name.

The window expands to allow search criteria filters for Site ID and Entity ID.

4. Click Show in Tree.



The Hierarchies meeting your request appear.

Note: A plus sign (+) next to the Hierarchy name indicates it can be expanded to show more hierarchies. Use the minus sign (-) to close the hierarchy tree. A node without a +/- sign denotes a site, representing a node at the lowest part of the tree. Records are sorted in ascending order to make it easier to find an individual record.

5. Select the check box next to the desired hierarchies.

6. Click Next.

The Confirmation tab displays.



7. To confirm and save your choices, refer to Confirm and Save User in this document.

Confirm and Save User

After you have assigned profiles / entitlements, and hierarchies to the new user, perform the following steps:

1. From the Confirmation tab, review the User Information, Profiles & Entitlements and Hierarchies for accuracy.

2. If any information is incorrect, click Back to navigate to the window where a change is needed.

3. If all information is correct, click Save. The user is saved in the system.

4. A message appears that the user has been sent a password. Click OK.

The new user will receive two e-mails similar to the following.

The first e-mail gives the user the Fusebox site location and their user name.



Dear Joe Smith:

You have been enrolled as a user for Fusebox, our robust payments gateway. Fusebox provides fast, convenient and secure access to help you manage your electronic payments activity. To access the Fusebox site, simply click on https://fusebox.elavon.net. You'll also want to add it to your favorites.

Your Username is JohnSmith3. For security reasons, your password will be sent in a separate e-mail.

If you are in need of product training please go to http://gatewaytraining.elavon.com.

Sincerely,

Elavon Gateway Registration Services

The second e-mail gives the user a temporary password for initial log on.

Dear Joe Smith:

You have been enrolled as a user for Fusebox, or the password you currently use to access Fusebox has been reset. Fusebox provides fast, convenient and secure access to help you manage your electronic payments activity. To access the Fusebox site, please go to https://fusebox.elavon.net . You'll also want to add it to your favorites.

Your Password is GB3nptXLp#hx You will be prompted to change your password upon initial login. If you are a new user, your Username will be sent in a separate e-mail for security reasons.

If you are in need of product training please go to http://gatewaytraining.elavon.com .

Sincerely,

Elavon

Gateway Registration Services

http://gatewaytraining.elavon.com/

https://fusebox.elavon.net/

http://gatewaytraining.elavon.com/



If the new user does not have an e-mail address, the user credentials appear in the message window.

Note: Once the window showing the user credentials is closed, the user name and password can no longer be viewed or retrieved. If the user forgets the password, the reset password process must begin again. For more information, refer to How to Reset a User Password in this document.

Follow your merchant procedures to notify the user of their user ID and temporary password. The Fusebox Administrator may verbally provide the user name and temporary password to the user.

5. Click Save.

The User has been saved message appears.



Miscellaneous Hierarchy Information

User preferences can be changed to specify how you want the label on the hierarchies to appear. This section explains:

• Select the Hierarchy View

• Track Hierarchy Nodes

Select the Hierarchy View

1. Select the Hierarchy View from Welcome to Elavon Global Gateway.

By changing your user preferences, you can specify how you want the label on hierarchies to appear. The choices include:

• Hierarchy Type and Node Name

• Hierarchy Type and System ID

• Hierarchy Type and System ID and Node Name

2. To change how the labels of hierarchy choices appear, go to Welcome to Elavon Global Gateway | Manage Your Account | Preferences | User Setup | Hierarchy Node Label and change your User Setup preferences.

Track Hierarchy Nodes

You can use the Track Hierarchy Node button when you are assigning multiple hierarchies to a user and you want to keep track of which hierarchies you have assigned.



The Hierarchy Nodes selected appear in the Selected Hierarchy Node window. This feature allows you to keep track of the hierarchies you are assigning as you select them.

1. In the Property Search view or the Navigate Tree view, select the hierarchies you want to assign to the user.

2. Click on Track Hierarchy Nodes.

The Hierarchy names appear in the Selected Hierarchy Nodes window in the format you have chosen in your account preferences.

3. To see the relationship of the selected hierarchy nodes, select the hierarchy name in the Selected Hierarchy Nodes window.

4. Click Find Hierarchy.

The Hierarchy page refreshes to show the relationship of the selected hierarchy. If the hierarchy is at the property level the item is highlighted in the list after the page is refreshed.

Chapter 3: Editing User Information FSB-0027-F


Chapter 3: Editing User Information As a Fusebox administrator, you can edit information about an existing Fusebox user. You can make edits to the following:

• The user’s general account information

• The user’s assigned profiles

• The user’s assigned hierarchy nodes

Note: If you want to change a user name, you must remove it by deactivating the user and then set up the user with a new user name. You cannot change the user name.

Topics in this chapter include:

• How to Modify User Information

• How to Clone User

• How to Deactivate an Existing User

• How to Activate an Existing User

• How to Reset a User Password

• How to Update External User E-mail Address



How to Modify User Information

To search for and edit an existing user, do the following:

1. Click the User Setup tab.

The Add New User | User Information tab appears.

2. Click Search/Edit User.

The Search/Edit User page appears, showing the available search parameters.

3. Enter or select your search criteria. Search fields are not case sensitive.



Search Options include:

• User Status – select either Active, Inactive, or Both

• User Name

• First Name

• Last Name

• Business Phone

• Business Fax

• Hierarchy Node (*)

Asterisk means required field

4. Select one of the following search procedures to select the hierarchy node:

Search at my hierarchy level and below (Gateway only)

5. In the Hierarchy Node drop-down list, select a hierarchy.

6. Click Search.

Search at specific nodes and below (Acquiring and Gateway)



7. Click Select Nodes.

The Hierarchy Search window appears.

8. Perform a search using Property Search or Navigate Tree.

If no records match your search criteria, a blank results page displays.

Note: Wildcard searches are supported. With wildcard queries use an asterisk (*) to represent characters. For example, to search for a last name that starts with a T, type T*. The result will list all users whose name begins with the letter T.

9. Click Search.

The list of results appears.



A blank results page appears if there are no records that match your search criteria.

10. Select the row for the user from the list of results.

11. Depending upon what you need to edit, click on one of the buttons.

How to Clone User

When a new user is set up with the same profiles and entitlements as another user, the existing user can be cloned.

Complete the following steps to clone a new user from an existing user:

1. Go to the Search/Edit User tab.

2. Enter the search criteria for the user you wish to clone. Required fields are indicated by an asterisk (*).



3. Click Search.

The Results screen displays.

4. Highlight the row of the user you wish to clone.

5. Click Clone User.

Validating Clone User progress bar displays. The Search/Edit Clone User screen displays with information in some of the fields completed. The User Information, Hierarchies, and Confirmation tabs show as options.

6. Replace the information for the existing user with that of the new user, as necessary. The profile and entitlements for this new user will be set up based on the user being cloned.

7. Click Submit.



Loading profiles and entitlements progress bar displays.

The Hierarchies screen displays.

Note: The user may change hierarchy (upon cloning) and the steps are exactly the same as creating a new user.

Confirmation page displays.

8. Click Save.

The Saving user progress bar displays.



Popup window displays.

9. Click OK.

Popup window displays.

10. Click OK.

Note: You will be able to view the cloned user the next time you login by clicking Search/Edit User and conducting a search.

11. Click Clone another user to clone another user, or click OK to exit.



How to Conduct a New Search

You can conduct a new search on the Search/Edit User tab or when you receive the results of your search. Click New Search in the Results screen.

To See a Quick View

You can see a quick view of a profile from the search Results tab.

1. Click Quick View in the Results screen.

The Profile Quick View window appears displaying User Information, Profiles, Hierarchies, and Preferences.

2. Click Esc or the Close button to close the window.



To Do a Quick Edit

1. On the Search/Edit User tab, click Quick Edit to change the user’s general information.

2. Make updates.

3. Click Save. Submit User Profile.

The user’s information is updated in the system. The Search/Edit User page refreshes to show the “User has been saved” confirmation message.



How to Edit User Profile

1. Click Edit User Profile to update the user’s contact information, profile selections, and merchant hierarchy access.

The page updates to display the selections already associated with the user.

2. Make the required updates on the User Information, Profiles & Entitlements or Hierarchies tabs.

3. To navigate to each tab, click Next.

Note: You cannot click the Profiles & Entitlements, Hierarchies or Confirmation tabs individually. You must navigate through the tabs by clicking Next until you reach your desired tab for edits.

4. When you are finished updating the user, continue to click Next until you have cycled through all tabs.

Note: Each previously assigned profile appears for the user in the Profiles & Entitlements tabs.



In situations where the administrator does not have grantable entitlements for an existing user's profile, those profiles appear without a check box next to it, allowing the administrator to view the profile, but not to add or remove it.

The Confirmation tab appears, listing your selections.

5. Click Save.

The user’s information is updated in the system.

The Search/Edit User page refreshes to show the “User has been saved” confirmation message.

Note: Each previously assigned profile appears for the user in the Profiles & Entitlements tab.

In situations where the administrator does not have the grantable entitlements for the user’s profile, the profile still appears but there isn’t a check box next to the profile. This allows the administrator to view the profile (although they cannot change it).

The profile Grant Portal User No Home Page or Docs from Processor appears in the Profiles listing, but it cannot be assigned by this user. A check box is not available next to the profile name.



How to Edit Account Status

The Results display on the Search/Edit User tab shows you the Account Status.

The columns for Active and Locked have a Y (Yes) or N (No) for Active and Locked user status in the Results table.

When an account is Inactive or Locked, the user will receive the message, Your account has been

locked for security reasons. Please call 1-866-265-6225 and one of our Customer Services

representatives will assist you with your login credentials, error displays.

To edit an account, go to the Search/Edit User tab and do the following:

1. Click on the User Information tab under Search/Edit User.

In the Account Status section, the profile information for Active Status and Locked Status are displayed. There are Unlocked and Locked buttons under Account Status.

2. Unlock the user by clicking on Unlock.

Note: You cannot lock a user through this function. If your account is in the Unlocked state, the Locked button is disabled.



3. Click on Reset Password to reset the account password.

How to Deactivate an Existing User

Deactivating a user removes their ability to access Fusebox. Once deactivated, a user can no longer log in to the Fusebox portal. Each user has either an “Active” or “Inactive” user status. When searching for users in the system, you can search on both active and inactive users and they will appear in a list of results.

To search for and deactivate an existing user, perform the following steps.

1. Click User Setup tab.


2. Click on the Search/Edit User tab.




The User Status option buttons allow you to select an active user, an inactive user or both active/inactive users.

3. Enter or select your search criteria.

4. Click Search.

A list of results appears.




6. Click Edit User Profile.

The Search/Edit User | User Information page appears auto-populated with the existing information for the user.

7. From the User Status area, select Inactive.

A confirmation window appears asking if you want to deactivate the user immediately.

8. In the Confirmation window, click Yes.

9. The Search/Edit User | User Information page refreshes to show the User Status as Inactive.

Administrators can still view and search for inactive users on the Search/Edit User page. Users who have been deactivated will show an N in the Active column of the Search/Edit User page. Active Status displays Y (yes, active) or N (no, inactive).

User has been saved confirmation message appears.



How to Activate an Existing User

Administrators can edit a user’s profile to update the user status to “Inactive.” Administrators can also reactivate a user that has been deactivated, by searching for the inactive user account and updating the user’s status to “Active.”

To search for and activate an existing user, perform the following steps.

1. Click User Setup.




The User Status option allows you to select an active user, an inactive user or both active/inactive users.


4. Click Search.


Select the row for the user from the list of results.


The Search | Edit User | User Information page appears auto-populated with the existing information for the user.

6. From the User Status area, select Active.

A confirmation window appears asking if you want to activate the user immediately.

7. In the Confirmation window, click Yes.

The Search/Edit User | User Information page refreshes to show the User Status as Active.

Users who have been activated will show a Y in the Active column of the Search/Edit User page.



8. Click Next to proceed to the Profiles & Entitlements page.

9. Click Next to proceed to the Hierarchies page.

10. Click Next to proceed to the Confirmation page.

11. Click Save.

The User has been saved and a confirmation message appears.

How to Reset a User Password

If a user is denied access to Fusebox, an administrator may have to reset the password. Reasons why a user may not have access include:

Users have the ability to reset their own passwords by correctly answering a security question.

Users will not be able to log on to Fusebox if:

• There have been five failed login attempts (consecutive or not)

• Failure to correctly answer the security questions when changing their password

• User has not logged into Fusebox for over 90 days

• Deactivated by a Fusebox Administrator

• If the password has expired

Note: User passwords can also be changed by the user themselves by going to Manage Your Account | Change Password.



Password Resets

You will receive the following password reset message:

To reset a user’s password, perform the following steps.

1. Click User Setup tab.


The Search/Edit User tab appears.

3. In the User Status option area, select Active, Inactive or Both.


5. Click Search.






The Search/Edit User | User Information page appears auto-populated with the existing information for the user.

8. From the User Status area, select Change User’s Password.

A confirmation window appears asking if you want to proceed with changing the password for the user.

9. Click Proceed.

A message window appears which contains the user’s User Name and temporary password.



Users with a valid e-mail account receive a notification e-mail message similar to the following example.

Dear John Smith:

This notice is to confirm your recent password reset.

Your Password is PsHMX9-jqGfx

You will be prompted to change your password upon initial login.

If you have any questions regarding this e-mail, please contact a gateway services

representative at 877-421-6249.

Sincerely,

Elavon

Gateway Registration Services

For users without a valid e-mail address, the Fusebox administrator must verbally provide the temporary password to the user. The next time the user logs in to the Fusebox portal using the temporary password verbally provided by the Fusebox administrator, they are prompted to change their password.

10. Click OK.

The confirmation pop-up appears.

How to Update External User Email Address

1. Go to the Manage Your Account menu option located in upper right of Home page.



2. Select Update Email Address from drop-down.

Update Email Address popup displays.

3. Enter your new Email in the New Email field.

4. Re-enter your password in the Please re-enter your password field.

5. Click Submit.

Please wait progress bar displays.

Email Address Changed Successfully popup displays.

6. Click Continue to proceed with your work.

Chapter 4: Profile and Entitlement Options FSB-0027-F


Chapter 4: Profile and Entitlement Options

This chapter illustrates the profiles available in each application or tab within Fusebox. With each profile, the entitlements associated with that profile are listed so you can choose the appropriate access to a user. The tables below identify the profiles available on each tab and the entitlements you can choose to set up a user.

• General Tab Profile Options

• Case Management Profile Options

• Batch and Transaction Management Profile Options

• Batch Management Grantor Profile Options

• BMUI Ships Profile Options

• Reporting Profile Options

• File-based Activities Profile Options

Note: Users that need to create other users with grant profiles will need the Universal Grantor profile.



General Tab Profile Options

The following profiles and entitlements are accessible from the General tab in User Setup.

General Tab Ac

tivat

e ex

tern

al u

ser

Add

exte

rnal

use

r

Deac

tivat

e ex

tern

al u

ser

Lock

/Unl

ock

exte

rnal

use

r

Mod

ify e

xter

nal u

ser

Qui

ck E

dit E

xter

nal

Qui

ck V

iew

Ext

erna

l

Rese

t oth

er u

sers

pas

swor

d

User

-set

up u

ser

Rese

t ow

n us

er p

assw

ord

Upda

te o

wn

user

pre

fere

nces

info

rmat

ion

View

Hom

e Pa

ge

View

Mes

sage

s

Hide

Doc

umen

ts fr

om P

roce

ssor

Toke

n Co

nver

sion

Brow

ser

Clea

r Car

d Ac

cess

Portal User No Home Page or Docs from Processor

Portal User No Home Tab

Portal User with Home Tab

Clear Card Access External Administrator Token Conversion Browser User Mgmt. – External Read Only



General Tab Profile Grantor Options - Grant

General Tab Grantor Gr

ant A

ctiv

ate

exte

rnal

use

r

Gran

t Add

ext

erna

l use

r

Gran

t Dea

ctiv

ate

exte

rnal

use

r

Gran

t Loc

k/Un

lock

ext

erna

l use

r

Gran

t Mod

ify e

xter

nal u

ser

Gran

t Res

et o

ther

s use

r pas

swor

d

Gran

t Edi

t Vie

w E

xter

nal

Gran

t Qui

ck V

iew

Ext

erna

l

Gran

t Use

r Set

up E

xter

nal

Gran

t Res

et o

wn

user

pas

swor

d

Gran

t Upd

ate

own

user

pre

fere

nces

inf

orm

atio

n

Gran

t Vie

w H

ome

Page

Gran

t Vie

w M

essa

ges

Gran

t Tok

en C

onve

rsio

n Br

owse

r

Gran

t Cle

ar C

ard

Acce

ss

Gran

t Q

uick

Edi

t Ext

erna

l

Gran

t Use

r-se

tup

user

Gran

t Hid

e Do

cum

ents

from

Pro

cess

or

Gran

t Tok

en C

onve

rsio

n Br

owse

r

Gran

t Use

r-se

tup

user

Grant Clear Card Access Grant External Administrator Grant Portal User No Home Tab Grant Portal User No Home Page or Docs from Processor

Grant Portal User with Home Tab Grant Token Conversion Browser Grant User Mgmt. – External Read Only

Universal Grantor *

Note: * Universal Grantor Profile – if you need to create other users with grant profiles, you must have the Universal Grantor Profile.



Case Management Profile Options

The following profiles and entitlements are accessible from the Case Management tab in User Setup.

Case Management Profile Options - Access

Case Management As

sign

Case

s to

Exte

rnal

Par

tner

Use

r

Assis

ted

Resp

onse

Man

agem

ent

Case

Act

ions

- Ac

cept

Case

Act

ions

- Ad

d N

otes

Case

Act

ions

- As

sign

Case

Act

ions

- Ch

ange

Sta

tus

Case

Act

ions

- M

ark

As D

uplic

ate

Case

Act

ions

- Re

spon

d

Case

Act

ions

- St

atus

chan

ge

Exte

rnal

or T

hird

Par

ty U

ser

Folio

imag

e se

arch

& a

cces

s

Man

ual I

mag

e M

atch

ing

Not

ifica

tion

OCM

Use

r

Que

ue M

anag

emen

t

Reas

sign

Case

s

Repo

rtin

g M

odul

e - A

udit

& P

rodu

ctiv

ity

Repo

rtin

g M

odul

e - C

ase

Anal

ysis

Repo

rtin

g M

odul

e - C

harg

ebac

k

Repo

rtin

g M

odul

e - R

etrie

val

View

Res

pons

e Te

mpl

ate

Man

agem

ent

View

Ass

isted

Res

pons

e M

anag

emen

t

View

Cas

e De

tails

View

Cas

e Im

ages

from

Pro

cess

or

View

Que

ue M

anag

emen

t

View

Res

pons

e Te

mpl

ate

Man

agem

ent

Basic (Disputes Only)

Case Management - General

Case Management - Manager

External Partner or Third Party

Grant Management Grantor Profile Options - Grant

Case Management Grantor

Gran

t Ass

ign

Case

s to

Exte

rnal

Par

ty U

ser

Gran

t Ass

isted

Res

pons

e M

anag

emen

t

Gran

t Cas

e Ac

tions

– A

ccep

t

Gran

t Cas

e Ac

tions

– A

dd N

otes

Gran

t Cas

e Ac

tions

- As

sign

Gran

t Cas

e Ac

tions

– C

hang

e St

atus

Gran

t Cas

e Ac

tions

– M

ark

As D

uplic

ate

Gran

t Cas

e Ac

tions

- Re

spon

d

Gran

t Cas

e Ac

tions

– S

tatu

s Cha

nge

Gran

t Ext

erna

l or T

hird

Par

ty U

ser

Gran

t Fol

io im

age

sear

ch a

nd a

cces

s

Gran

t Man

ual I

mag

e M

atch

ing

Gran

t Not

ifica

tion

Gran

t OCM

Use

r

Gran

t Que

ue M

anag

emen

t

Gran

t Rea

ssig

n Ca

ses

Gran

t Rep

ortin

g M

odul

e - A

udit

& P

rodu

ctiv

ity

Gran

t Rep

ortin

g M

odul

e - C

ase

Anal

ysis

Gran

t Rep

ortin

g M

odul

e - C

harg

ebac

k

Gran

t Rep

ortin

g M

odul

e - R

etrie

val

Gran

t Vie

w A

ssist

ed R

espo

nse

Man

agem

ent

Gran

t Res

pons

e Te

mpl

ate

Man

agem

ent

Gran

t Vie

w C

ase

Deta

ils

Gran

t Vie

w C

ase

Imag

es fr

om P

roce

ssor

Gran

t Vie

w Q

ueue

Man

agem

ent

Gran

t Vie

w R

espo

nse

Tem

plat

e M

anag

emen

t

Grant Basic (Disputes Only)

Grant Case Management - General

Grant Case Management - Manager

Grant External Partner or Third Party



Batch and Transaction Management Profile Options

The following profiles and entitlements are accessible from the Batch Management tab in User Setup.

Note: Both Batch Management and Transaction Management users are set up on the Batch Management tab in the User Setup application.

Batch Management

Add

Tran

sact

ion

Not

es

Assig

n/M

ove

tran

sact

ions

with

in U

ser D

efin

ed

Batc

hes

Batc

h M

anag

emen

t Use

r

Batc

h m

gmt -

Add

Bat

ch N

otes

Batc

h m

gmt -

Cre

ate

a Ba

tch

Batc

h m

gmt.

- Rec

eive

ale

rts

Batc

h m

gmt.

- Vie

w B

atch

Not

es

Crea

te a

Ret

urn

Crat

e An

y N

ew T

rans

actio

n

Crea

te a

Pen

ding

Bat

ch

Dele

te a

Bat

ch

Edit

Tran

sact

ion

Sear

ch B

atch

/ V

iew

Res

ults

Sear

ch T

rans

actio

n / V

iew

Res

ults

Sett

le a

Bat

ch

Tran

sact

ion

mgm

t. - C

reat

e a

Batc

h

Tran

s mgm

t. - R

ecei

ve a

lert

s

Tran

sact

ion

Man

agem

ent U

ser

Tran

sact

ion

expo

rt

View

Tra

nsac

tion

/ Life

cyc

le D

etai

l

View

Tra

nsac

tion

Not

es

Void

Tra

nsac

tion

External User Admin

External User Deposit – Checker

External User Deposit – Maker

External User - Full Deposit External User - Full Deposit + Admin External User Research & Correction External User View Only

External User View and Add Notes



Batch Management Grantor Profile Options

The following profiles and entitlements are accessible from the Batch Management tab in User Setup.

Batch Management – Grantor Gr

ant A

dd T

rans

actio

n N

otes

Gran

t Ass

ign/

Mov

e tr

ansa

ctio

ns w

ithin

Use

r Def

ined

Bat

ches

Gran

t Bat

ch M

anag

emen

t Use

r

Gran

t Bat

ch m

gmt.

- Add

Bat

ch N

otes

Gran

t Bat

ch m

gmt.

- Cre

ate

a Ba

tch

Gran

t Bat

ch m

gmt -

Rec

eive

ale

rts

Gran

t Bat

ch m

gmt -

Vie

w B

atch

Not

es

Gran

t Cre

ate

a Re

turn

Gran

t Cre

ate

Any

New

Tra

nsac

tion

Gran

t Cre

ate

a Pe

ndin

g Ba

tch

Gran

t Del

ete

a Ba

tch

Gran

t Edi

t Tra

nsac

tion

Gran

t Sea

rch

Batc

h /

View

Res

ults

Gran

t Sea

rch

Tran

sact

ion

/ Vie

w R

esul

ts

Gran

t Set

tle a

Bat

ch

Gran

t Tra

nsac

tion

mgm

t - C

reat

e a

Batc

h

Gran

t Tra

nsac

tion

mgm

t - R

ecei

ve a

lert

s

Gran

t Tra

nsac

tion

Man

agem

ent U

ser

Gran

t Tra

nsac

tion

expo

rt

Gran

t Vie

w T

rans

actio

n / L

ife C

ycle

Det

ail

Gran

t Vie

w T

rans

actio

n N

otes

Gran

t Voi

d Tr

ansa

ctio

n

Grant External User Admin

Grant External User Deposit - Checker

Grant External User Deposit - Maker

Grant External User - Full Deposit Grant External User - Full Deposit + Admin

Grant External User Research & Correction

Grant External User - View Only

Grant External User View and Add Notes

BMUI Ships Profile Options

BMUI Ships G

rant

AD

MIN

- Cr

eate

Voy

age

Gra

nt A

DM

IN -

Edit

Voya

ge

Gra

nt A

DM

IN -

Sear

ch V

oyag

e

Gra

nt A

ctiv

ity M

onito

r

Gra

nt E

dit R

efer

ral I

nfor

mat

ion

Gra

nt E

nter

refe

rral

info

rmat

ion

Gra

nt S

HIP

USE

R

ADM

IN -

Crea

te V

oyag

e

ADM

IN -

Edit

Voya

ge

ADM

IN -

Sear

ch V

oyag

e

Activ

ity M

onito

r

Edit

Refe

rral

Info

rmat

ion

Ent

er re

ferr

al in

form

atio

n

Gra

nt S

HIP

USE

R

Grant Ships External User

Ships External User



Reporting Profile Options

The following profiles and entitlements are accessible from the Reporting tab in User Setup.

Reporting W

ebFo

cus U

ser

Acco

untin

g an

d Re

con

Repo

rts

Adm

inist

rato

r Rep

orts

Crui

se Li

ne C

usto

m R

epor

ts

Exte

rnal

Use

r/Au

dit R

epor

t

Gran

t Acc

ount

ing

@&

Rec

on R

epor

ts

Gran

t Adm

inist

rato

r Rep

orts

Gran

t Cru

ise Li

ne C

usto

m R

epor

ts

Gran

t Ext

erna

l Use

r/Au

dit R

epor

ts

Gran

t Man

agem

ent V

iew

Rep

orts

Gran

t Res

earc

h &

Sup

port

Rep

orts

Gran

t SFT

P Sc

hedu

ling

Acce

ss

Gran

t Set

tle &

Bat

ch M

gmt R

epor

ts

Man

agem

ent V

iew

Rep

orts

Rese

arch

& S

uppo

rt R

epor

ts

SFTP

Sch

edul

ing

Acce

ss

Sett

le a

nd B

atch

Mgm

t Rep

orts

Gran

t Saf

e T

Suite

Accounting & Recon Administrator

Cruise Line Custom

External User / Audit

Grant Accounting & Recon

Grant Administrator Grant Cruise Line Custom Grant Management View Grant Research & Support

Grant SFTP Access

Grant Safe T Suite Grant Settle & Batch Mgmt

Management View

Research & Support SFTP Access Safe T Suite

Settle & Batch Mgmt



File-based Activities Profile Options

The following profiles and entitlements are accessible from the File Based Activities in the User Setup application.

File Based Activities U

ploa

d Fi

les

Addi

ng N

otes

to a

File

Dow

nloa

d Fi

les

File

Man

agem

ent U

ser

Gra

nt U

ploa

d Fi

les

Gra

nt A

ddin

g N

otes

to a

File

Gra

nt D

ownl

oad

File

s

Gra

nt F

ile M

anag

emen

t Use

r

File Management External User Grant File Management External User

Fusebox - enterprisepaymentstart.com · Revision Date Revision Notes First Edition - Orig AUG-2010...

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Transcript of Fusebox - enterprisepaymentstart.com · Revision Date Revision Notes First Edition - Orig AUG-2010...