PayContactless Merchant Admin Manual

A user can Login into the system by following the steps below:

1.    User enters their Prophius email address

2.   User enters their Prophius password

3.   User clicks Login

4.   Login successful

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The user can view the following on the dashboard:

1. Total Transaction Volume
2. Total Transaction Amount
3. Total Number of Merchants
4. Top Performing Merchants
5. Transaction Graph of Successful vs Failed Transaction
6. Merchant graph of Active and Inactive Merchants
7. Transaction Breakdown
8. Payment Application Statistics Graph showing Live Applications, Active Applications, Activated Applications and In-Active Applications.
9. User can also filter by date ranges to view transactions between certain periods.

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The user can view the following under the Device Management:

1. App ID
2. First Name
3. Last Name
4. Registration Date
5. Activation Date
6. Last Seen
7. Status

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Devices have 4 statuses namely;

1. Active: This refers to a device that is transacting within a backend specific time period
2. In-active: This refers to a device that has not used PayContactless after a backend specific amount of time. The backend would determine how long a device must be idle before being tagged as in-active.
3. Blacklist: This is a device that has been banned from using the PayContactless service. In order to Backlist or Re-activate a blacklisted device, a reason must be provided.

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The merchant can view the transaction reports either in a graphical or tabular form.

The user can view the following:

1. Transaction Reports
2. Settlement Reports

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To view details of the transaction reports the user has to follow the steps below:

1. The user selects Open under transaction reports

The user can view the following under transaction reports in graphical or tabluar manner:

1. Graph  or Tables showing the successful and failed transactions
2. Total transaction volume
3. Total transaction amount
4. Graph showing the transaction breakdown
5. Payment Application Statistics showing the live applications, active applications, activated applications and the in-active applications.

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User can also view the settlement reports in a graphical or tabular form: This section shows the following:

1. The user selects Open under the settlement reports.

The user can view the following under settlement reports in a graphical or tabular manner:

1. Total settlements
2. Pending settlement
3. Graph  or Table showing the Settlement Payouts

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This section shows the transactions from a Merchant.

For a user to view the details of a particular transaction, the user needs to follow the steps below:

1. User clicks transactions after a successful login
2. User clicks open beside a particular transaction
3. User views the transaction receipt for a particular transaction.

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The receipt shows the following:

1. Transaction ID
2. Transaction Status
3. Date and Time
4. Merchant Category
5. Sold By
6. Merchant
7. Amount
8. Sold To
9. Description
10. Print Receipt
11. Download Receipt

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he user can view the User Management of their staff which include:

1. First Name
2. Last Name
3. Created by
4. Role
5. Last seen
6. Status.
7. New User

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To view details of a particular staff the user follows the steps below:

1. Clicks open beside a particular staff

User can view the following under a particular staff

1. Status of a staff
2. Total Transaction Amount
3. Total Transaction Count
4. Audit Logs
5. Date Staff was created
6. Who created the Staff
7. Date and time staff was last seen
8. Email address
9. Phone number
10.  Disable user
11.  Delete Account          

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To create a new user the following steps need to be followed:

1. User clicks New User on the user page
2. Enters new user email address
3. Enters new user phone number
4. Selects user role
5. Clicks Create User

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Audit logs give insights into all activities and action that are done on Paycontactless.

The user can view these insights by following the steps below:

1. The user selects audit logs
2. The user can view the details below under staff:

• First Name
• Last Name
• Action Performed
• Time Stamp
• Open button
• Search by First Name
• Filters

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When the user clicks open under a particular merchant, the user can view the details below:

• Action Performed by
• Action performed
• Action Description
• Time of Action
• Action Performed On
• Status
• Action

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3. The user can view the details below under My logs:

• Action Performed
• Action Description
• Action Performed On
• Time Stamp

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The user can view their profile by following the steps below:

1. The user selects the picture on the top right of the dashboard screen
2. The user selects my profile
3. The user can view details regarding the profile

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The user can edit their profile by following the steps below:

1. The user selects edit profile
2. The user enters their first name
3. The user enters their last name
4. The user enters their phone number
5. The user selects change image to change their profile picture
6. The user selects the save changes button

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The user can change their password by following the steps below:

1. The user selects change password
2. The user enters current password
3. The user enters new password
4. The user confirms new password
5. The user selects change password button

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