Introduction
This guide is designed for users of the Wpay Connect Portal who want to provide their end merchants with the ability to login to the platform and see restricted data based on a Client Group’s configuration. To use the Client Group’s capability the store must first be onboarded via the Wpay Connect onboarding process.
Key Definitions
In the context of Wpay Connect the terms merchant and store are used interchangeably
A Client Group is one or more stores.
Client Group features
A Client Group has access to the following core capabilities in Wpay Connect but the data is filtered down to the stores which belong to the Client Group.
Home Page - Wpay Connect Portal landing page with quick links to key modules.
Transactions - See all of the Transactions which have been processed against a particular store
Report - Reports which have been provisioned to the Client Group
Settings - User Management
Help - Link to the Wpay Connect Help section which references key contacts and links to documentation.
Viewing your Client Group
To View the Client Groups which you have created navigate to the Client Groups menu item in the Left Hand Menu. Once you click on the menu item you will see the Client Group listing screen as shown below.
If you would like to see the details of that Client Group click the hyperlink under the Client Group Name. This will show key details specific to the Client Group such as:
Overview - Shows the name of the Client Group as specified when it was created.
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The Technical Administrators - The owners of the Client Group and they have the highest level of access to perform tasks such as User Provisioning
NOTE: A Merchant User can manually add their own email address as a Technical Administrator. This grants them immediate permission to manage all users within the group and restore access for others.
Important: Once a Merchant User adds themselves as a Technical Administrator, they will have full administrative rights to add, remove, and manage all users within that Client Group moving forward.
Stores - These are the stores which below to the Client Group and essentially is the data which the Client Group is authorised to display.
Creating a Client Group
Creating the Client Group is a quick and efficient process but is extremely important to ensure only the correct user have access to the Store Level Data.
Specify the Client Group name - This is the name which will show in the Client Group listing so some thought should be given to the naming convention to make searching easy.
Technical Administrator name - This is the owner of the Client Group and is responsible for user management.
Technical Administrator email - This is the email address of the Technical Administrator which is required to setup the Client Group.
Selecting Stores - These are stores which will be part of the Client Group and their data will be visible in the other Wpay Connect modules.
Once the above is populated click the “Submit” button to create the Client Group or the “Cancel” button to discard the changes. Once the submit button is clicked the Technical Administrator should keep an eye out for the Wpay Connect welcome email that will allow them to login to the platform. During the login process please they need to accept the Wpay Connect T&Cs.
Editing a Client Group
Editing a Client Group allows key details about the Client Group to be changed including:
Client Group Name - This will change the name of the Client Group which appears in the Client Group listing screen.
Stores - The stores which appear in the Client Group
Note: If the Client Group name changes the remaining data will get reset and will need to be re-entered.
Deleting a Client Group
Deleting a Client Group can be done from the Client Group listing screen simply click on the Actions menu and click the “Delete” menu item.
NOTE: Once a Client Group is deleted users who previously were able to login will not longer be able to.
Managing Client Group Users
Technical Administrators have full authority to manage team access, including adding or removing users within a Client Group.
Accessing the Portal
All user management tasks are performed through the Wpay Connect portal: URL: https://connect.wpay.io/
Troubleshooting Login & Access Issues (Client Group Login Issues)
If a user's login has expired or they are unable to access the portal, use the following methods to restore access:
For Technical Administrators
If the primary Technical Administrator cannot log in, a Merchant User can take one of the following actions:
Adding self as Technical Administrator: A Merchant User can manually add their own email address as a Technical Administrator while creating a Client Group. This grants them immediate administrative rights to manage the group and restore access for others.
For Other Group Users
If a standard user's login has expired or is no longer working:
Admin Reset: The Technical Administrator can simply remove the user from the Client Group and then add them back. This re-triggers the setup process and restores their access.
Important: Once a Merchant User promotes themselves to a Technical Administrator, they gain full permanent rights to add, remove, and manage all users within that Client Group.