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      • Point-to-Point Encryption (P2PE) – Ensure payment card data remains secure from beginning to end of the transaction process
      • BBPOS (Browser-Based POS) – Automate the entire payment flow while remaining out of PCI scope
    • Online
      • Recurring Payments – Automated billing ensures predictable, on-time customer payments
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      • Simple API & SDK – Integrate with just a few lines of code
      • Apple Pay – Accept fast and frictionless Apple Pay payments from mobile shoppers
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      • EMV Payments – The easiest solutions for making your business EMV ready
      • Contactless Payments – Take your business to the next level with Cardknox’s contactless payment solution
      • SNAP EBT Online – Join the SNAP online ordering pilot and partner with Cardknox!
    • Features
      • Credit Card Processing – Accept and process transactions from all major credit and debit cards through the Cardknox API
      • PayFac – Take advantage of a fast, hassle-free onboarding experience so you can start accepting payments right away.
      • 3D Secure – Identity verification provides chargeback protection from card-not-present transactions
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    • Platforms
      • In-store – Our EMV chip-card certifications enables you to integrate POS payments with only a few lines of code.
      • Mobile – Streamline omni-channel payments with all your mobile platforms.
      • Online – A robust API, shopping cart plugins, and award-winning eCommerce features.
    • Resources
      • DeveloperDeveloper Resources – Get the tools and resources to integrate Cardknox payments
      • apiAPI Documentation – View our API reference and sample code
      • ScheduleSchedule an Integration Consultation – Ask us anything, we are here to help.
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Menu
  • Payment Solutions
    • In-Store
      • Point-to-Point Encryption (P2PE) – Ensure payment card data remains secure from beginning to end of the transaction process
      • BBPOS (Browser-Based POS) – Automate the entire payment flow while remaining out of PCI scope
    • Online
      • Recurring Payments – Automated billing ensures predictable, on-time customer payments
      • iFields Technology – Build your own secure payment forms
      • Simple API & SDK – Integrate with just a few lines of code
      • Apple Pay – Accept fast and frictionless Apple Pay payments from mobile shoppers
    • Payment Methods
      • ACH – The fast, secure, and inexpensive money transfer solution
      • EMV Payments – The easiest solutions for making your business EMV ready
      • Contactless Payments – Take your business to the next level with Cardknox’s contactless payment solution
      • SNAP EBT Online – Join the SNAP online ordering pilot and partner with Cardknox!
    • Features
      • Credit Card Processing – Accept and process transactions from all major credit and debit cards through the Cardknox API
      • PayFac – Take advantage of a fast, hassle-free onboarding experience so you can start accepting payments right away.
      • 3D Secure – Identity verification provides chargeback protection from card-not-present transactions
      • Plugins
        Netsuite
        WooCommerce
        Magento
        QuickBooks
  • Developers
    • Platforms
      • In-store – Our EMV chip-card certifications enables you to integrate POS payments with only a few lines of code.
      • Mobile – Streamline omni-channel payments with all your mobile platforms.
      • Online – A robust API, shopping cart plugins, and award-winning eCommerce features.
    • Resources
      • DeveloperDeveloper Resources – Get the tools and resources to integrate Cardknox payments
      • apiAPI Documentation – View our API reference and sample code
      • ScheduleSchedule an Integration Consultation – Ask us anything, we are here to help.
  • Merchants
  • Company
    • news2Resources
      • Blog – Read articles on Cardknox thought leadership and solution announcements
      • White Papers – Get a comprehensive look at industry trends
      • Brand Guidelines – These brand resources will help you use Cardknox content and our brand.
    • Contact-usCompany
      • Contact Us – Throw your toughest questions at us
      • Become a Partner
      • Careers – Explore our open positions

Cardknox Portal January 2020 Release Notes

Shayna Wills2020-01-14T15:24:38-05:00

Add New Users and Assign User Roles to Manage Payments Exactly the Way You Want

Now you can experience a next-level user experience in the Cardknox Merchant Portal. With our new User Management feature, you’ll be able to bring your entire workforce under the umbrella of Cardknox payment management capabilities with tremendous ease and flexibility!

To add a user, navigate to the ‘Users’ tab in the sidebar of the Settings module and select the ‘New User’ button. In the window that pops up, enter the email addresses for the employee(s) you’d like to grant access, and select one of the preset user roles to designate which features they can utilize in their Portal account (e.g., processing transactions, viewing reports, adjusting transactions, etc.).

If you’d like to send the employee a user invite via email, select the ‘Email User Invite’ checkbox. Once you click ‘Create’ to add the new user, an email template will pop up that’s pre-filled with the email addresses of the new user(s).

Once users have been added, you’ll be able to modify their access level or delete them altogether from the ‘Users’ tab.

User Roles:

Admin: has access to all permissions, including users management
Advanced User: has access to all permissions except for users management
Standard User: can process new transactions but cannot adjust transactions (e.g. void, refund, etc.)
View Only: can only access reports
Save Only: can only run save commands

To learn more, click here for the user guide.

Ready to improve your payments management experience?
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