.. _account_information:

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

.. toctree::
  :maxdepth: 1

.. contents::
  :local:

.. role:: ex

.. role:: code

Merchant employees can browse transactions 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 Merchant employee will be asked to create and enter a new password.

.. image:: ./_static/images/3/pic1.png
  :width: 440
  :align: center
  :alt: pic1 merchant 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: 700
  :align: center
  :alt: letterexample merchant_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: 430
  :align: center
  :alt: qrexample merchant_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):

.. figure:: ./_static/images/11/appexample.png
  :width: 430
  :align: center
  :alt: appexample merchant_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: 430
  :align: center
  :alt: loginexample merchant_faq


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

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

.. figure:: ./_static/images/4/pic2.png
  :scale: 50 %
  :align: center
  :alt: pic2 merchant faq

|

To change language from header menu use the drop-down menu:

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

|

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

.. image:: ./_static/images/4/pic4.png
  :width: 330
  :align: center
  :alt: pic4 merchant faq


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

By clicking on Merchant name on the top left side of left menu you will be redirected to user profile with two profile configuration tabs on the right side of the page: "Common" and "Orders full view settings":

.. image:: ./_static/images/4/pic1.png
  :width: 330
  :align: center
  :alt: pic3 merchant faq


Common
------------------

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

Here you can change:

 - Name
 - Language on which system will be automatically displayed in (can be changed from the drop-down list in header menu any time)
 - E-mail address on which all configured notifications will be sent
 - Phone
 - Default currency (can be changed from the drop-down list in header menu any time)
 - Statement preview limit
 - PGP key
 - CSV delimiter - for import/export of reports and batch operations
 - Telegram Bot - register in bot on which all configured notifications will be sent
 - Mobile application - link application for notifications


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

In this section it is possible to configure visible fields for detailed view on Order search page:

.. image:: ./_static/images/4/pic6new.png
  :width: 600
  :align: center
  :alt: pic4 merchant faq