There are a number of tasks that a Master Administrator will need to perform in order to establish ComPay usage, such as setting up other users and lists of payees. Go to the Administration link ('Admin'), which appears fourth on the list of links in the Main Menu on the left of the screen.
Add new users
To add a new user, navigate to the 'Admin' link at the left of the screen.
Click the 'Users' link. You'll be taken to the User Management page. Click the 'Add User' button.
Fill in the user's contact details in the spaces provided. The required fields are; First Name, Last Name and Email Address (see below).
Use the 'Access Level' drop-down box to select the desired user level for the person being added (either Administrator or User). Remember that Administrators may perform first or second level authorisation of payments. If you choose 'user', the boxes for 'May perform 1st Auth' and 'May perform 2nd Auth' will be shaded in grey.
- To grant immediate access: click the 'Active' checkbox and the active date will default to today.
- To grant the access on a future date: using the first row of date boxes, select the date on which you wish the person to become active.
- To grant permanent access to the system: click the 'Permanent' checkbox and the 'Expires on' date boxes will grey out.
- To grant temporary access to the system: click the 'Expires on' checkbox and then configure a future date using the drop down boxes.
- To deny a user access to the system: click the 'Inactive' checkbox.
When satisfied with the data entered, click the 'Add New' button and the new name will be added to the list of users on the User Management page.
If all the information has been entered correctly, a pop-up box will be displayed advising that the user is ready to be added to the system. It will ask you to confirm that you are sure you wish to continue.
Review the details and click 'Yes' to proceed.
An email containing the initial log in details for the new user will then be sent to the email address specified. Upon first log in, the user will be prompted to set up a new user ID and password.
How to set up dual authorisation
The Master Administrator can set up dual authority. This is achieved by following same process in section above 'How to add a new user'.
The Master Administrator can then allocate first or second authorisation permission for anyone with Administrator access by selecting the box indicated.
Note that if you want dual authorisation to apply, you will need to indicate this during registration when filling out the direct debit form. Make sure the 'Dual Authorisation' box is selected and a limit amount, if required. If you want to change the authorisation limit, contact the OneStop Helpdesk.
Edit existing users
To edit a user, navigate to the 'Admin' link at the left of the screen.
Click the 'Users' link. You'll be taken to the User Management page. The list of active users will be displayed. (In order to view inactive users, tick the 'Show Inactive Users' checkbox at the top of the user table. The list will then be refreshed revealing any inactive users.)
Click on the User ID of the person you wish to edit. This will then display the details of for the User ID selected. Edit the details using the checkboxes and drop downs as required.
When satisfied with the changes entered, click the 'Update' button.
A pop-up box will appear, advising you that the Users' details have been successfully updated.
Reset user passwords
In order to reset the password for a user account, navigate to the User Details page, following the process in the example above.
Click the 'Reset' button next to the 'hashed out' password. A pop-up window will then appear for you to enter and confirm a new password.
When satisfied with the changes entered, click the 'Update' button. You can choose whether or not to send an email to notify the user of the changes by ticking the check box labeled 'send email to user'.
A pop-up box will be displayed advising that the Users' details have been successfully updated.
Whenever a password is reset, the user will be prompted to enter a new password upon first log in back into the system.
Note: all passwords are case sensitive.