Category

Online Payments: Managing Your Users

Your Online Payments accounts are specific to your unique Online Payments page. If you have user accounts for both Greater Giving Online Event Software and Online Payments under the same email address, then your password will be the same. Note that having an Event Software login does not automatically mean you have an Online Payment login.

Managing your accounts lets you set up specific logins and Users that can add, edit, and delete pages as well as run Online Payments reports. See Using Multi-Factor Authentication (MFA) for more information about logging into your Online Payments account using the new process.

Accessing your accounts:

  1. Log in to your unique Online Payments URL.
  2. Select Manage Accounts (alternatively, select Accounts from the Manage button in the toolbar).

Adding a New User:

  1. Select Add New User.
    OPMFA.user_list.jpg
  2. Fill in the Username. This is unique.
  3. Fill out First and Last Name. This is optional.
  4. Fill out a Display Name and Email Address.
    OPMFA.create_user.jpg
  5. Determine User Roles. An Organization Admin can add, edit, or delete ALL pages in Online Payments. An Organization Reader can only add, edit, or delete specific pages you designate. A Refund Administrator can refund transactions directly from the Online Payments software if your organization has that ability.
    OPMFA.create_user2.jpg
  6. You have the option to set an Expiry date, which once it passes, will no longer allow the User to login. Or select Register and finish creating the User.

Editing a User:

  1. Select the Edit option next to the Username in the User Grid.
    OPMFA.edit_user2.jpg
  2. From here you can change certain options about the User. The Username and email address cannot be changed.
    OPMFA.edit_user.jpg
      • If you need to change a user's email address there are two options. As an admin, you could create a new account for the user for their new email address and delete the old account or the user can change their own email address during the login process before they continue to the software as long as they have access to both the old and the new email accounts.
        OPMFA.change_email.jpg
  3. You can Manage Roles or Manage Profile.

Delete User:

  1. Select the delete option.
    OPMFA.delete_user.jpg
  2. Select Confirm to permanently delete the User.

Passwords must meet the following criteria:

  • Must be at least 8-16 characters long.
  • Must include at least 3 out of the following 4 characteristics: uppercase, lowercase, numbers, or special characters.
  • Cannot be any of the last 4 passwords used.

Important Note: Entering an incorrect password too many times will result in the username being locked out. If your username is locked out you will need to wait at least 30 minutes from last login attempt before trying again or attempting to reset the password.


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