Agents (User) Administration Settings

Manually Reset Agent Passwords - No user email
If you have a user who does not have an email associated to their account, you won't be able to use the standard resetting of their password.  In the b...
Wed, 3 Mar, 2021 at 1:06 PM
Manage Users (Agents)- Active Users List
Active Users To see all the users on the Take Web Payments solution: Go to the Settings tab. Click on Manager Users. Click on the Active Users link. ...
Wed, 14 Apr, 2021 at 2:29 PM
Change My Password (Agent)
Following the below instructions on how to change your password or watch this brief video: agent change password. 1. Click the 'Settings' tab ...
Thu, 1 Apr, 2021 at 12:00 PM
Manually Reset Agent Passwords
Manually Reset User Passwords To reset any user password follow these few steps or watch this brief video on how to reset a users password. The result ...
Thu, 25 Feb, 2021 at 11:18 AM
Create New User
To add new users or edit existing users following these steps: Or watch this brief video on Creating New Users Click the Settings tab from the main...
Tue, 13 Apr, 2021 at 10:26 AM
Settings - Manage Department or Group
NOTE: TWP allows each agency to customize the terminology that it uses. As a result, the terms we use in our documentation or screen shots may not be the sa...
Wed, 3 Mar, 2021 at 1:12 PM
How-to Correct or Disable a User (Agent)
If a user is created and their name is misspelled, you must deactivate the user account and create a new account with the correct spelling. Go to the S...
Wed, 14 Apr, 2021 at 2:30 PM
Consumer Data Import
In-app Upload of Consumer Data This feature allows the System Administrator or Single Point of Contact ("SPOC") to upload consumer data from w...
Mon, 17 May, 2021 at 1:50 PM
Manage Users - Active Users (Agents)
As an administrator you may need to see a list of all active users (agents) on the system or even those that are no longer active. Follow the below steps to...
Mon, 15 Mar, 2021 at 1:27 PM
Restrict Visibility to Specific Consumer Accounts
In some situations, you may not want a user to access a certain account online. There can be many reasons for this including: The account has been clos...
Thu, 26 Aug, 2021 at 11:27 AM