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https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Adding-a-New-User
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#First-Name
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Last-Name
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Customer-Name
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Username
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Group-Name
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Password
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Confirm-Password
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Mobile
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Tags
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#User-Status
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#MFA
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/edit-v2/464912443#User-Account-Management
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Primary-Email
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Email
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Add-an-email-address
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Card-Number
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#PIN
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Updating-an-Existing-User
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Deleting-an-User
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/464912443/Users#Changing-Password
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Note that the user will be required to enter the verification code each time the user log in to his account. This is to ensure that only authorized users have access to their account and the sensitive information it contains. |
User Account Management
Accessing User Accounts
Login to the Portal: Use your customer's credentials to log into the management portal.
Navigate to Users: Once logged in, find the "Management" menu option. Click on it to expand the menu, then select "Users" from the list.
Select a User: In the Users list, locate and select any user whose account details you wish to manage. This action will take you to the user's configuration page.
Viewing Account Balances
On the user configuration page, you will see a section labeled "Accounts." This section displays:
Account Name: The name associated with the user’s account.
Account Balance: The current balance of the account, which may include multiple types of balances.
Updating Account Balances
To update account balances, two options are available:
Update Debit Balance:
Locate the "Debit Balance" section.
Click the "Update Balance" button next to the debit balance field.
A prompt will appear allowing you to enter the new debit balance amount.
Confirm your changes to update the balance.
This update will also reflect immediately on the user’s detail page.
Update Quota Balance:
Find the "Quota Balance" section.
Click the "Update Balance" button next to the quota balance field.
Enter the new quota balance in the provided input field.
Confirm your changes to apply the update.
The updated quota balance will be displayed on the user’s detail page after saving.
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Important Notes
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Primary Email
The user email field is used to capture the email address of the user. It is an important field as it is used for various purposes such as account registration, account recovery, and communication.
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