The Security preference is to set security for functions performed at the merchant user level. The user security level is assigned when each new user account is created. A merchant user will be able to access each function if his/her security level is greater than or equal to the number defined in this preference.
- Click on the Preferences menu
- Click on the Security link and a screen will appear similar to the example shown below
- Select a proper security level for each item
- Click Change Security (the Reset button allows you to return to the previously saved settings)
Note: The payment server currently has four levels of security settings: 1, 2, 3 and 4, with 4 being the highest security level and 1 the lowest. In the above figure, the numbers represent the minimum security level that a merchant user must have, in order to access the corresponding features. For example, if “Void” is set to 2, then a merchant user with security level of 2, 3 or 4 can void a transaction, but a merchant user with security level of 1 cannot perform voiding transactions. The table below provides more details on each security item in the above figure.
Security Field Definitions:
Below is a table showing examples of what the different security levels control.
|Security Setting||Effected Functionality|
|Sale||Virtual Terminals||Credit – SaleDebit – SaleChecks – Sale
Gift Cards – Redeem
|Find Transactions||Credit – Repeat Sale|
|Current Batch (for terminal-based processor)||Credit – Repeat Sale|
|Return||Virtual Terminals||Debit – ReturnChecks – ReturnGift Cards – Return|
|Find Transactions||Credit – Refund|
|Void||Virtual Terminals||Checks – Void|
|Find Transactions||Credit – VoidGift Cards – Void|
|Current Batch (for terminal-based processors)||Credit – Void|
|Pre-Auth||Virtual Terminals||Credit – PreAuthChecks – Verify|
|Force-Auth||Virtual Terminals||Credit – ForceAuthChecks – ForceSale|
|End-of-Day||End of Day (for terminal-based processors only)|
|Change Security||Preferences -> Security|