.. _account_information_manager:


General Account Information
###########################

.. toctree::
  :maxdepth: 1

.. contents::
    :local:

.. role:: ex

.. role:: code

Manager employees can browse transactions, configure processing solutions and download various reports via Payneteasy UI. It is available at |prod_link| and at |sandbox_link|.

.. |prod_link| raw:: html

   <a href="https://gate.payneteasy.com/paynet-ui/" rel="nofollow noopener noreferrer">production environment</a>

.. |sandbox_link| raw:: html

   <a href="https://sandbox.payneteasy.com/paynet-ui/" rel="nofollow noopener noreferrer">sandbox environment</a>

First Login
===========

Upon initial access to Payneteasy UI, after logging in, the manager employee will be asked to create and enter a new password.

.. image:: ./_static/images/3/pic1.png
  :width: 440
  :align: center
  :alt: pic1 manager faq

The minimum password length must be 8 characters. The password must contain at least one digit, one lowercase and uppercase letters and at least one special character.

.. Warning:: It is very important that the password does not consist of meaningful linguistic structures. For security reasons it is strongly recommended to use random alphanumeric values and regularly change the password.

Login With OTP
==============

IF :ex:`OTP (One Time Password)` is enabled, an email will be sent to all users with a one-time link to create a second authentication factor.

An example of this letter:

.. image:: ./_static/images/11/letterexample.png
  :width: 490
  :align: center
  :alt: letterexample manager_faq

Inside there is a link, by clicking on which the :ex:`QR` code and the :ex:`secret key` will be available:

.. image:: ./_static/images/11/qrexample.png
  :width: 480
  :align: center
  :alt: qrexample manager_faq

To calculate the second factor, scan the :ex:`QR` code or enter the secret key in any available application that supports :ex:`HOTP` (Google Authenticator, Protectimus Smart OTP, Free OTP Authenticator and others):

.. image:: ./_static/images/11/appexample.png
  :width: 450
  :align: center
  :alt: appexample manager_faq

|

If one-time password authentication is enabled for login, enter this password when logging in. Detailed information on working with OTP is available on the link.
When logging into the system, specify a username, password and generated code from the application (each time logging in, new password from application will be required):


.. image:: ./_static/images/11/loginexample.png
  :width: 425
  :align: center
  :alt: loginexample manager_faq

Left Menu
===========

| The menu is always located at the left-down of the screen:
|

.. figure:: ./_static/images/4/pic2.png
  :scale: 100 %
  :align: center
  :alt: pic2 manager faq

|

From up to down, here are located: the account name in Payneteasy UI and its role in the system, the current date and time in the system time zone, link to the documentation https://doc.payneteasy.com with detailed information about Payneteasy UI and API, menu language and currency calculations.

User Profile
============

By clicking on Manager name on the top left side of header you will be redirected to user profile where you can setup your profile.
From the right side of page you will see to pages Common and Orders full view settings:


.. figure:: ./_static/images/4/pic1.jpg
  :width: 330
  :align: center
  :alt: pic3 manager faq

Common
------

.. image:: ./_static/images/4/pic5new.png
  :width: 750
  :align: center
  :alt: pic3 manager faq

Here you can change:

 - Name
 - Language on which system will be automatically displayed in (possible to change from the drop-down menu at the top of the page any time)
 - E-mail address on which all configured notifications will come
 - Phone
 - Default currency (possible to change from the drop-down menu at the top of the page any time)
 - Statement preview limit
 - PGP key
 - CSV delimiter
 - Telegram Bot - from this telegram bot you will receive information about all configured activities
 - Mobile application
 - Menu view

To change language from the left-bottom menu use the drop-down menu

.. figure:: ./_static/images/4/pic3.png
  :scale: 100 %
  :align: center
  :alt: pic4 manager faq

|

To change the currency for calculations in transaction monitor and dashboard, use the drop-down menu from header menu. Exchange rate is updated daily.

.. figure:: ./_static/images/4/pic4.png
  :scale: 100 %
  :align: center
  :alt: pic4 manager faq

Orders Full View Settings
-------------------------

In this section it is possible to configure visible fields for detailed view in orders:

.. image:: ./_static/images/4/pic6new.png
  :width: 630
  :align: center
  :alt: pic4 manager faq