Managing users created | Nexi Documentation

The "Administration → User management" tab allows you to view all users of the application and to change their user data. You have the option of calling up more information (detailed view) about every user. You can change personal data, the language and the site access rights in the detailed view.

Opening the detailed view of user

"User name" column

User name of a user

Proceed as follows to open the detailed view of an operation:

Click on the name of the required user in the "User name" column.

→ The detailed view of the user opens.

The detailed view of the user is divided into "Profile", "Settings", "Permissions" (optional) sections.

Changing access data

Access data

The access data Merchant and username for the user can only be changed by Paygate Support for security reasons.

The password can be changed by editing the access data. After creation of password, please remember to copy the password. Once saved you will just able to override it.

Changing personal data

You can change personal data by using the "Edit profile" button.

Changing the language

You can change the language displayed to the user by using the "settings" tab.

Deactivating/activating access rights for the user

In order to enable a tab or an action for the user, you must activate the corresponding permission in the detailed view of the user.

Proceed as follows to activate or deactivate the site access rights for the user:

Open the detailed view of a user.

Click on the "permissions" tab and click on "Edit profile" button.

→ The necessary permissions can be selected. After selection click on save profile.

Activate or deactivate permissions. A description of the permissions can be found in the table below.

Showing and hiding site access rights

When you activate a higher-level permission (indicated in bold type), the corresponding lower-level permissions are selected. you can individually de-select the low level user rights.

You can use the "New user" button to create a new user for your application in the tab "Administration → User management". By creating new users, you can grant several persons access to the application. This has the advantage of allowing you to assign areas of responsibility and view activities by every user in the application.

Creating a new user

"Create new user" button

Proceed as follows to create a new user:

Click on the "Create new user" button.

→ The "Create new user" window appears.

Profile and Account Details

Settings

Permissions

User name of the new user

You cannot change the user name after creating the user. The user name can only be changed by Paygate Support for security reasons.

Password for the new user

You cannot enter a password for the new user. The new user will be automatically sent the password valid for use with their access data. You can change the password in the user management once the user has been created. Make sure that you change the password before handing over the access data. Otherwise, your password may be passed on to unauthorized persons.

Enter the user name and password.

Enter the personal data.

Select the localization data and search settings.

"Time zone" input field

Operations can only be displayed and created with the correct time data as long as you have selected the right time zone for the user.

Select the site access rights. A description of the site access rights can be found in the Manage User Section.

The user rights structure has been reorganized to provide a clearer and more intuitive way of managing access rights.

Previous structure

Previously, user rights were organized primarily as:

Group → Rights

Rights were directly assigned and displayed under a group.

New structure

With the new rights model, the structure is organized hierarchically as:

Group → Page → Action / Right

This means that rights are now grouped according to the relevant page or functional area, with the individual actions or permissions available within that page.

What has changed?

The change is primarily a restructuring and reorganisation of the existing rights model. The underlying meaning of the user rights remains the same.

The following changes have been made:

Rights have been reorganised into a clearer hierarchy of Group → Page → Action/Right.
The position and sorting of rights have changed to reflect the new structure.
Some rights have been renamed to make their purpose and relationship to the corresponding page or action clearer.
Rights that previously appeared directly under a group may now appear under the relevant page and action.
The new structure provides a more consistent representation of permissions across the application.

What has not changed?

The restructuring does not change the intended meaning or permission granted by the existing rights.

Where an existing right has been moved or renamed, it represents the same underlying permission unless explicitly stated otherwise.

All the existing user rights remain intact and no migration is needed.

Example

Previous model

Group → Right A
Group → Right B
Group → Right C

New model

Group → Page A → Action A
Group → Page A → Action B
Group → Page B → Action C

The rights have therefore been placed within the relevant functional context, while preserving their original permission semantics.

Below is the mapping of old rights to the new structure:

Old Group	Old Right Name in MAT	New Group	Page	Action/New Right
Analytics data products	Dashboard	Dashboard	Dashboard	View
View Operations	Search	View operations	Payments	View
View Operations	Search	View operations	Transactions	View
View Operations	Detailed view operation	View operations	Payment details	View
Change Operations	Execute captures	View operations	Payment details	Capture
Change Operations	Execute credits	View operations	Payment details	Credit
Change Operations	Execute reversals	View operations	Payment details	Reverse
Change Operations	Re-Authorization manually	View operations	Payment details	Re-authorization
Change Operations	Re-debitting process	View operations	Payment details	Re-debitting
Change Operations	Cancel	View operations	Payment details	Cancel
Change Operations	Close	View operations	Payment details	Reverse eNETS
Change Operations	Show full card number	View operations	Payment details	Show full card number
Change Operations	Delete person-related data	View operations	Payment details	Delete person related data
Administration	User Management	Administration	User management	View
Administration	User log	Administration	User log	View
Customers	Show	Customers	Customers	View
Customers	Edit	Customers	Customers	Edit
Customers	Delete	Customers	Customers	Delete
Settlement Files	Search	View operations	Settlement files	View
Settlement Files	Download	View operations	Settlement files	Download
Batch files	Search	Create processes	Batch files	View
Batch files	Download	Create processes	Batch files	Download
Batch files	Upload	Create processes	Batch files	Upload
Analytics data products	Computop 360	Dashboard 360	Dashboard 360	View
View Operations	Reconciliation	View operations	Reconciliation	View
Terminal	Direct debit terminal	Create processes	Direct debit terminal	View
Terminal	Card terminal	Create processes	Credit card terminal	View
Pay by Link Terminal	Show	Pay by Link	Pay by Link CT	View
Mandates	Show	Mandates	Mandates	View
Mandates	Revoke	Mandates	Mandates	Revoke
Data export	Data export	View operations	Data Export	View
Pay by Link	Pay by Link via Merchant Portal	Pay by Link	Pay by Link	View
Pay by Link	Pay by Link via Merchant Portal	Branding styling	Email styling	View
Pay by Link	Detailed view of Pay by Link operations	View operations	Pay by Link payment	View
Pay by Link	Show Details Page	View operations	Pay by Link details	View
Pay by Link	Show Link	View operations	Pay by Link details	Show link
Pay by Link	Show Send Link	Pay by Link	Pay by Link	Send link
Pay by Link	Show Generate Link	Pay by Link	Pay by Link	Generate link
Pay by Link	Show Deactivate link	View operations	Pay by Link details	Deactivate link
Key management	Show	Key management	Key management	View
Fraud prevention	Search	Fraud prevention	Black list	View
Fraud prevention	Create	Fraud prevention	Black list	Create
Fraud prevention	Edit	Fraud prevention	Black list	Edit
Fraud prevention	Search	Fraud prevention	Black list velocity checks	View
Fraud prevention	Show Details Page	Fraud prevention	Black list velocity checks details	View
Fraud prevention	Move	Fraud prevention	Black list velocity checks	Move
Fraud prevention	Delete	Fraud prevention	Black list velocity checks	Delete
Fraud prevention	Search	Fraud prevention	White list velocity checks	View
Fraud prevention	Create	Fraud prevention	White list velocity checks	Create
Fraud prevention	Delete	Fraud prevention	White list velocity checks	Delete
Fraud prevention	Search	Fraud prevention	White list	View
Fraud prevention	Create	Fraud prevention	White list	Create
Fraud prevention	Delete	Fraud prevention	White list	Delete
Card management	Search	Administration	Card management	View
Card management	Create	Administration	Card management	Create
Card management	Edit	Administration	Card management	Edit
Card management	Delete	Administration	Card management	Delete
Administration	Merchant data	Administration	Merchant data	View
Key management	Edit	Key management	Key management	Edit
Moto Search	Moto Search	View operations	Payments	Moto username search
Payment plan	Show	Payment plan	Payment plan	View
Payment plan	Edit	Payment plan	Payment plan	Edit
Pay by Link	Upload	Pay by Link	Pay by Link	Invoice file upload
Administration	Show	Administration	Email notification	View
Template branding styling	Show	Branding styling	Template branding	View
Template branding styling	Publish	Branding styling	Template branding	Publish

Showing and hiding site access rights

When you activate a higher-level site access right (indicated in bold type), the corresponding lower-level site access rights are shown. All lower-level site access rights are shown in Fig. Site access rights.

View operations

Change operations

Analytics data products

Customers

Settlement files

Batch files

Data Export

Administration

Terminal

Blacklist

Blacklist securepay

Whitelist

Whitelist securepay

Table showing "View operations" site access rights

“View operations” site access rights	Description
View operations	Enable the tab "View operations"
search	User with this right can search for payments/transaction
detailed view operations	User with this right can see the detailed view of payments/transaction details
reconciliation	View Reconciliations tab and let the user search the payments with account number

Table showing "Change operations" site access rights

“Change operations” site access rights	Description
Change operations	Enable editing of payment using the detailed view of operations
Execute captures	Enable the "Execute captures" action in the detailed view of operations
Execute reversals	Enable the "Execute reversals" action in the detailed view of operations
Execute credits	Enable the "Execute credit" action in the detailed view of operations
Delete personal data	Enable the "Delete personal data" action in the detailed view of operations
Re-authorization manually	Enable the "Re-authorization manually" action in the detailed view of operations
Re-debiting process	Enable the "Re-debiting process" action in the detailed view of operations
Cancel	Enable the "Cancel" action in the detailed view of operations
Close	Enable the "Close" action in the detailed view of operations

Table showing "Terminal" site access rights

“Terminal” site access rights	Description
Terminal	Enable the tab "Create Processes" (optional)
Card terminal	Enable the tab "Terminal → Card terminal"
Direct debit terminal	Enable the tab "Terminal → Direct debit terminal"
Pay By Link Terminal	Enable the tab "Pay by Link"

Table showing "Batch files" site access rights

“Batch files” site access rights	Description
Batch files	Enable uploads and downloads of "batch files"
Search	Enable searching of processed batch files
Download	User with this access can download the processed batch file
Upload	user with this access can upload batch file for processing

Table showing "Settlement Files" access rights

“Settlement files” site access rights	Description
Settlement Files	Enable search and download of settlement files
Search	User with this access will be able to search the settlement files
Download	User with this access will be able to download the settlement files

Table showing "Analytics Data Product" access rights

“Analytics data product” site access rights	Description
Dashboard	Enable the tab "Dashboard" (optional)
Computop 360	Enable the "Computop 360" (qlik) dashboard in merchant portal.

Table showing "Customers" access rights

“Customers” site access rights	Description
Search	Enable the customer search
Detailed view of customer	Enable detailed view of customer
Delete person-related data	Enable action "Delete person-related data" in the customer detailed view

Table showing "Administration" site access rights

“Administration” site access rights	Description
Administration	Enable the tab "Administration" (optional)
User management	Enable the tab "Administration → User management" (optional)
User log	Enable the tab "Administration → User log" (optional)

Table showing "Data Export" site access rights

“Data export” site access right	Description
Data export	Enable the Data Export tab

Table showing "Blacklist" site access rights

“Blacklist” site access rights	Description
Search	Enable the Blacklist search operation for the user
Create	Enable the Blacklist creation access for the user
Edit	Enable the Edit action of the blacklist entries for the user

Table showing "Whitelist" site access rights

“Whitelist” site access rights	Description
Search	Enable the user to search the whitelist entries
Create	Enable the user to create whitelist entries
Delete	Enable the user to Delete the whitelist entries

Table showing "Blacklist Securepay" site access rights

“Blacklist Securepay” site access rights	Description
Search	Enable the user to search through the Blacklist secure pay entries
Show details page	Enable the user to view the Blacklist securepay details page
Move	Enable the user to move the blacklist entry to whitelist
Delete	Enable the user to delete the blacklist entry

Table showing "Whitelist Securepay" site access rights

“Whitelist Securepay” site access rights	Description
Search	Enables the user to search through whitelist securepay list
Create	Enables the user to create securepay whitelist entries
Delete	Enables the user to delete whitelist securepay entries

Table showing "Key management" site access rights

“Key management” site access rights	Description
Show	Enables the user to view API Credentials in the Key management tab
Edit	Enables the user to manage API Credentials in the Key management tab

Table showing "Moto search" site access rights

“Moto search” site access rights	Description
Search	This permission enables the user to search the Moto Transactions created by all the users of the MerchantId in Merchant Portal.

Click on the "save profile" button

→ The input fields close, and the changes are saved