APEXX Portal Guidelines V0.1

Version Control 


Version

Change

Date

1


13/09/2022



Modules


  • Login

  • Forgot Password

  • User Management

  • Transaction Management

  • Transaction Actions

  • Dashboard

  • Virtual Terminal



Login


  • Provide valid Email address and Password and click on “Login” button to login into Apexx Portal.

  • Enter your one-time Password emailed to you on successfully login. If your code is not sent to you, please either check your junk mail or select resend code



Forgot Password


  • Click on the ‘Forgot Password’ link on the Login screen which will redirect the user to the  Forgot Password screen.

  • To Reset your Password, users need to enter the valid registered email address. After entering the valid email address users will be emailed a set of instructions. 

  • Users need to click on the provided link  within the Reset Password email, they will then be redirected to Reset Password Screen


  • Users should enter the password as per given instructions on the Reset Password screen, Users password will be reset when the users will click on Set new password after entering the valid password in ‘New password’ and ‘Confirm New password’ field.

  • After resetting the password, the user will be able to login with the new password.


Locked out

  • To unlock the user, please use forgotten password functionality to get full access soon as possible. 

  • If the user waits for 30 mins then their account will be unlocked automatically.

  • Alternatively users can contact a Super user or Operations user to unlock them.



















User Management

Below is a list of roles, features and privileges available. Please note, not all Menu features are relevant for your organisations set up.  


Menu

Feature

Privilege

Super User

Administrator

Operations

Reporter

Customer Service


Transactions

View

Y

Y

Y

Y

Y


Transactions

Capture

Y


Y




Transactions

Cancel

Y


Y


Y


Transactions

Refund

Y


Y


Y

Settings

User Management

Add

Y

Y

Y



Settings

User Management

Update

Y

Y

Y



Settings

User Management

Status Management

Y

Y

Y



Settings

User Management

Reset Password

Y

Y

Y



Settings

User Management

Lock Management

Y

Y

Y



Virtual Terminal

Capture


Y


Y


Y

Virtual Terminal

Refund


Y


Y


Y


With the relevant privileges, users can be managed via the settings tab. 


Here you’ll find the status of each user.



By selecting the three dots against the user in question, you’re able to deactivate, activate, unlock, or clone the user. If a User’s details need to be changed you will need to Deactivate the user first before performing the update. 




To add a new user, select the ‘Add user’ icon at the bottom right of the screen.  


Complete the mandatory fields, save the users role and select save.  


Note, if the merchant has multiple hierarchies the User can select the mechant Child toggle at the top of the page. 



Transaction Management


Transaction List Screen


  • This Screen will display all the transactions processed by you.

  • Currency

    • This will filter all the transactions based on the selected currency in the dropdown

  • Processor

    • -This will filter all the transactions based on the selected Processor in the dropdown

  • Acquirer

    • This will filter all the transactions based on the selected Acquirer in the dropdown

  • Status

    • This will filter all the transactions based on the selected status of the transaction in the dropdown

  • Search :

    •  User have drop down available to search using the following criteria

      • Transaction (tran ID, Processor, shopper interaction, masked PAN)

      • Merchant Reference

      • Customer Email Address

      • Currency 

      • Date

      • Status

Each criteria can be combined or used on its own, however the date field will always be active.  If you wish to look for a certain Transaction using the Merchant ref, please ensure the date field is within the timeframe of the transaction. 


Transaction Details

  • To get further detail on a particular transaction, the user should select the three dots on the right against the transaction. A Drop down will appear where a user can find further information in relation to the transaction when selecting “details”

  • There are an additional 4 tabs the user can go through, each one provides specific info in relation to the transaction. 

    • Customer provides Email address, Telephone number and address info if the information has been passed in the API.

    • Routing provides information on the path the transaction followed and the rule number that was triggered. 

    • Auth provides any detail in relation to 3Ds data. 


Transaction Actions

Transaction Updates

  •  Depending on your privileges, users can perform the below actions against a transaction

    • Capture Transaction

    • Cancel Transaction

    • Refund Transaction


Capture Transaction


  • User can do full and partial both types of the capture by selecting the capture button


  • To do the Full capture the user needs to input the whole amount of the authorisation, to complete a partial capture the user needs to input lesser value than the authorised transaction. 


Cancel Transaction


  • To cancel the transaction, Users need to click on “Cancel” button.


Refund Transaction

  • To Refund the transaction, users need to enter the Amount and then click on the Refund button.

  • For Full refund user needs to enter the full transaction amount and for partial refund user needs to enter Less than captured or full transaction amount.


Dashboards

There are a number of Dashboards available for merchants, ranging from providing insights to generating reports that users can download into CSV format.. 


Given the nature of what is presented on Dashboards, only Apexx Support are able to assign this feature. If you would like to assign Dashboards or would like more info, please contact Apexx Support <support@appex.global> who will be able to help you further. 


Virtual Terminal


Pay & Refund/Original Credit

Depending on your privileges,  a user is able to perform live transactions via the Virtual Terminal. 


 All mandatory fields need to be completed. 


Please ensure the correct Merchant is selected via the dropdown.


* Pay VT are treated as Captures.

* Refunds/Original Credits  are treated as OCTs (Original Credit Transaction), Please note, if a VT OCT is performed, a user will need to manually select the transaction via the transaction screen and capture the amount to credit the Card Holder.