TidyPay User Interface Manual

Perspectives

Name Description
Merchant Perspective Arrangement of available forms and actions that are needed to work efficiently with Merchants and Accounts.
Allows management of Merchants registered in the system.
New Console Perspective Designed for merchants that process transactions using the client console.
Reseller Perspective Arrangement of available forms and actions that are needed to work efficiently with Reseller records.
User Perspective Arrangement of available forms and actions that are needed to work efficiently with user records.
System Perspective Arrangement of forms and actions used by technical administrators to manage setup of various system-wide settings (these settings are more software and hardware-related than business-related).
Console Perspective Designed for merchants that use recurring billing functionality in addition to straight transaction processes.
Setup Perspective Arrangement of forms and actions used by non-technical (business-oriented) administrators of the system to manage setup of various system-wide settings.
Distributions Perspective Arrangement of available forms and actions that are needed to provide access to the common functionality of distribution recipients such as vendor or holding account.
Terminal Perspective Arrangement of available forms and actions that are needed for storing of the information, parameters and resources, associated with terminals owned by a particular merchant, managing updates (Terminal Management System), and monitoring and saving logs.
Audit Perspective Arrangement of forms and actions used by technical administrators of the system.
Monitoring Perspective Arrangement of forms and actions used by non-technical administrators of the system.
Portfolio Perspective Arrangement of available forms and actions that are needed for managing information about resellers, merchants, documentation, etc.
Allows management of portfolios registered in the system.
Reporting Perspective Allows management of reports registered in the system.
Fulfillment Perspective Arrangement of available forms and actions that are needed to work with fulfillment center and terminal orders.