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Merchant Track Security Options

There are several security options that control access and functionality of Merchant Track. Make sure to review this topic and all the security options available before assigning options to your users or groups.

To Access Security Options

  1. Go to Tools > System Maintenance. On the Tables tab, select User Security, and then click Open.

  2. Select a User or Group from the list, and then click Security.

  3. In the category list on the left, click EPASS Pay.

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Security OptionDescription
Merchant Track - All BranchesAllows access to Merchant Track data for all branches.
Merchant Track - Only My BranchAllows access to Merchant Track for the User's branch only.
Merchant Track - Transaction SearchEnables the Search For Transaction feature in Merchant Track.
Merchant Track - Reverse Open TransactionsAllows the User to reverse payment transactions that are currently "Open" and not in a batch.
Merchant Track - Reverse Settled TransactionsAllows the User to reverse a transaction that has already settled in a batch.
Merchant Track - ReportingEnables the Reports section in Merchant Track.
Merchant Track - Virtual TerminalEnables the Virtual Terminal in Merchant Track.
Note: We recommend that you keep the virtual terminal disabled for your staff. Any transactions processed through the virtual terminal are not recorded in EPASS.
Merchant Track - Terminal ManagementEnables access to the Terminal management screen in Merchant Track.
Merchant Track - PCI ManagementCurrently not used. This option will control access to a feature in a future version of Merchant Track.
Merchant Track - Merchant Capital AdvanceCurrently not used. This option will control access to a feature in a future version of Merchant Track.

See Also

Updated

May 29, 2023