Agents (User) Administration Settings

Manually Reset Agent Passwords - No user email
If you have a user who does not have an email associated to their account, you won't be able to use the standard resetting of their password.  In the b...
Wed, 3 Mar, 2021 at 1:06 PM
Manage Users (Agents)- Active Users List
Active Users To see all the users on the Take Web Payments solution: Go to the Settings tab. Click on Manager Users. Click on the Active Users link. ...
Wed, 14 Apr, 2021 at 2:29 PM
Change My Password (Agent)
Following the below instructions on how to change your password or watch this brief video: agent change password. 1. Click the 'Settings' tab ...
Thu, 1 Apr, 2021 at 12:00 PM
Manually Reset Agent Passwords
Manually Reset User Passwords To reset any user password follow these few steps or watch this brief video on how to reset a users password. The result ...
Thu, 25 Feb, 2021 at 11:18 AM
Create New User
To add new users or edit existing users following these steps: Or watch this brief video on Creating New Users Click the Settings tab from the main...
Tue, 13 Apr, 2021 at 10:26 AM
Settings - Manage Department or Group
NOTE: TWP allows each agency to customize the terminology that it uses. As a result, the terms we use in our documentation or screen shots may not be the sa...
Wed, 3 Mar, 2021 at 1:12 PM
How-to Correct or Disable a User (Agent)
If a user is created and their name is misspelled, you must deactivate the user account and create a new account with the correct spelling. Go to the S...
Wed, 14 Apr, 2021 at 2:30 PM
Manage Users - Active Users (Agents)
As an administrator you may need to see a list of all active users (agents) on the system or even those that are no longer active. Follow the below steps to...
Mon, 15 Mar, 2021 at 1:27 PM
Restrict Visibility to Specific Consumer Accounts
In some situations, you may not want a user to access a certain account online. There can be many reasons for this including: The account has been clos...
Thu, 26 Aug, 2021 at 11:27 AM
Configure Agent Scripts for Processing Manual Recurring Payments
Scripts for Agents Our solution provides the ability to include detailed scripts for agents to read to consumers ensuring they are following company protoc...
Mon, 13 Sep, 2021 at 12:44 PM