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Getting Started with Transaction Express

Getting Started with Transaction Express Transaction Express User Guide [ Transaction Express User Guide] 2 Table of Contents Transaction Express User Guide .. 5 Section 1 Getting Started .. 5 Welcome Email .. 5 Merchant List .. 5 Navigation .. 6 Password Security .. 8 Change Password .. 8 Retrieve Password .. 9 View Merchant Profile .. 9 Wildcard Searches .. 9 Group Access .. 9 Multi-Merchant Access .. 10 Manage Associations - An Overview .. 10 How to Manage Associations .. 11 Section 2 Roles and Permissions .. 12 Roles Defined .. 12 Predefined (Global) Roles .. 12 Permissions .. 13 Role Profile .. 14 Find a Role .. 15 Add a Role.

Performing tasks within Transaction Express , such as processing a Sale, requires Permission to do so. Permissions are assigned to users in the form of a Role. The Role to Permission association will allow the creation of custom Roles which include any Permission(s) you would like to add. • Users to Roles –

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