Users assigned one of Bill Pay’s Administrative roles—Group Administrator or Merchant Administrator—have permissions that all other roles do not. This section of the guide describes the tasks associated with Administrative user roles.

Merchant Administrators have all the rights of a Group Administrator, except being able to create and edit other Merchant Administrator users — a permission only available to Group Administrators.

Customize Merchant Settings 

There are several settings within MerchantView that can be customized at the merchant level.

To access these options, complete the following steps:

1. Log into MerchantView with your unique username and password.
2. Click the Configuration tab on the main menu bar, and select Virtual Terminal Configuration.
   
3. On the Configuration menu bar, click Customize.
   
   
4. Select the applicable merchant from the drop-down list.
5. For all data fields you would like to be required for a MerchantView Virtual Terminal or desktop Virtual Terminal payment, click the check box. The ZIP code is always a required field.
6. If you would like custom text to appear on the payment receipt, enter that information in the box provided.
7. Click Save to update the merchant settings.
8. To change settings for a different merchant, select the name from the drop-down list and repeat Steps 5-7.

Add or Edit a User

To add a new Bill Pay User Account or edit an existing account, complete the

following steps:

1. Log into MerchantView with your unique username and password.
2. Click the Configuration tab on the main menu bar.
3. On the Configuration menu bar, click User Administration.
   
4. To create a new user, click Create User. To edit an existing account, click Edit User. The Add/Edit User form will open.
   
   
5. Enter/change the required data.
   To add a new account:
   1. Enter the user data—all fields are required except Middle Name. Make sure the password created meets the requirements displayed on-screen.
   2. Select the desired user role from the drop-down menu.
   3. If you want the user to be active immediately, make sure User Is Active is checked.
   4. From the available list, assign one or more merchants to the account by using the arrows in the middle of the screen.

Upload a Merchant Logo

Among the many custom options available with Bill Pay is the ability to show a merchant- specific logo on the receipts generated by the system. To upload a new logo or replace an existing logo, complete the following steps:

1. Log into MerchantView with your unique username and password.
2. Click the Configuration tab on the main menu bar.
   
3. On the Configuration menu bar, click Upload New Logo.
4. Select the desired merchant from the drop-down list.
5. Click Choose File and navigate to the image you want to upload.
6. The image file name you selected will appear next to the Choose File button. If it is correct click Upload.
7. When successfully uploaded, the new image will display as the current logo.

Generate a Virtual Terminal Activation Key

This section of the Bill Pay User Guide is only applicable to merchants that use Bill Pay Virtual Terminal.

To activate a new installation of Bill Pay Virtual Terminal, an Activation Key is required.

To generate a new Activation Key, complete the following steps:

1. Log into MerchantView with your unique username and password.
2. Click the Configuration tab on the main menu bar.
   
3. On the Configuration menu bar, click Activation Keys.
4. Click Generate New Activation Key.
5. Make note of the Activation Key so you can provide it to the user. Keys expire after 5 days.
6. Click Finish.