Administration Portal

Customer support agents can use the Administration Portal to manage customers and agents. For example, agents can register anyone as an administrator, an agent, a consumer, or a merchant. The tool includes functions for creating and managing coupons, and managing short message service (SMS) and e-mail notifications. Additionally, agents can configure system parameters, such as exchange rates, roles and privileges, and transaction fees and limits.

• Logging in to the Administration Portal
  Log in to the Administration Portal to manage customers, agents, notifications, and system parameters.
• Self Care
  The Self Care option provides self-service functions for viewing your display name, login name, and privileges. You cannot edit your display name or login name using this option, but you can change your password. Depending on your assigned roles and privileges, you can change your display name using the Find/Edit Agents option.
• Customer Care
  Agents can use the Customer Care option to register new customers, agents, merchants, or administrators. They can search for customers who want to change their information, such as mobile phone numbers or postal addresses. Agents can also search for actions that are pending approvals, such as wallet entries, transactions, or customer registrations.
• System Configuration
  Agents use the System Configuration option to configure system parameters, such as fees, exchange rates, transaction restrictions, or terms and conditions.
• Bulk Processing
  You can use the Bulk Processing option to upload customer data and location-based points of interest (POI) into either comma-separated value (CSV) or XML file formats. Depending on your assigned privileges, files are either uploaded for confirmation or processed immediately.
• Coupon Admin
  Use the Coupon Admin option to create and manage coupon types, create and assign coupons, and upload coupon batches. Each coupon has a unique code that identifies the coupon or the coupon type. Agents can upload coupons as a batch, or manually create them in the user interface. If a coupon has a purchase price, you can assign it to a consumer, who must use a payment instrument to purchase the coupon before using it.
• User Manager
  The User Manager option manages back-office or customer-support agents. Agents can add new agents or edit agents' personal data, password, roles, and privileges. This option is available only to those agents who have the user manager role and its respective privileges.
• Notification Manager
  Use the Notification Manager option to manage SMS and e-mail messages. Notifications of important events are sent to consumers and back-office agents. For example, a message can be sent to consumers when their account balance drops below a given threshold. You can add, import, export, edit, or remove messages. 
• Reports
  Agents can use the Reports option to generate reports in a variety of formats: PDF, CSV, Microsoft Excel, SAP® Crystal Reports, or RTF.
• Audit
  Use the Audit option to search for logged versions of security-related events, data read access, and configuration changes. The security audit logs include events that impact the confidentiality, integrity, and availability of the system, for example, failed logins and authorization checks, and changes in critical system parameters. The data read access audit logs include all attempts to access sensitive personal data or personally identifiable information (PII). The configuration change audit logs include changes to any configuration data, such as creating a batch report or removing a limit set.