Account Setup

In order to use the Desktop Client Application, you need to set up some user accounts under your merchant profile first. First, log in to your SecurePayTech account, and go to "My Account" and then, "Desktop Client Settings".

Merchant settings

This page is where you can adjust settings which will affect all of your desktop client users. In the "Merchant Settings" panel, there are three expandable sections:

Password Settings

Here you can set the minimum password strength your users must use. You can set the number of characters, how many numbers are required, and if the password should contain a mix of upper and lowercase letters, or symbols. These settings will be enforced when a desktop client user uses the "Reset Password" feature in the client.

Available Card Types

This is where you can set which card types are available. By default, only Visa and MasterCard are enabled (as these are the card types most merchants have initially set up). If you require processing of American Express or Diners Club cards, then these options should be enabled.

Required Fields

The "required" fields section lets you set which of the optional transaction fields you wish to make compulsory in order to perform a purchase transaction with the client. This lets you enforce any business rules you have based around these fields.

Default user preferences

This panel lets you set global defaults for creating new client users. You can set a maximum dollar value they are allowed to process, as well as set the client to default to always printing the receipt once a transaction has been completed.

The "Apply changes to all user accounts" option allows you to retroactively set those fields for all of your existing user accounts.

What next?

Set up some users >