Administration

Manage settings, users, partners, and templates

Managing Your Personal Settings

Your Personal Settings include:

• Profile:   Update your name and email address
• Account:   Update your password
• Security:   Set up two-factor authentication

To access your personal settings, do the following:

1. In the top right corner, click the menu icon and select your name.

2. Select an option in the left column based on your preference.

3. Follow the prompts to update the information based on the option selected.

Reset Password

If you forget your password, do the following:

1. From the login screen, enter your user name and then click Forgot password.

2. Follow the prompts to reset your password.

Manage Users

Select Manage and then click Users in the left column. A list of users displays.

Use the filters at the top to sort the list by partner, client, and status.

Adding a User

1. Select Manage > Users and then click Create.
2. Enter the user’s information.

 3. Check the Active check box.

4. Select a Role.
5. Click Send welcome email.
6. Click Save when you’re done.

Updating a User

To update a user’s information, click edit (the pencil icon) next to the appropriate name. Edit the fields as needed and click Save when you’re done.

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Note

To deactivate a user, deselect the Active checkbox.

Resetting a User’s Password

To reset a user’s password, do the following:

1. Select Manage > Users.
2. Locate the user in the list and click Edit.
3. Select the checkbox next to Send welcome email. (The user will receive an email with a link to access the system. They will be prompted to update their password.)
4. Click Save.

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Note

Users can also reset their own passwords from the login screen by clicking Forgot password.

Manage Partners

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Important

Depending on your desired hierarchy, partners can create sub-partners. This is restricted to Partner and System roles.

This is also referred to as a root partner. This function is restricted to System Administrators.

To set up a partner or sub-partner under your partner record, do the following from the Manage tab:

1. Click Partners in the left column.
2. Click Create.
3. Enter the information requested for the required fields.

Field	Description
Parent Partner	Select partner from the drop-down list when applicable. Note: You must select a Parent Partner when creating sub-partners.
Name	Required. Enter the sub-partner’s name
Partner ID	Required. Enter the Partner ID. Best Practice: Try using the partner name entered as one word in lower case. The value must be unique. Note: Bluefin will assign a unique ID, Partner ID, to the partner.
Status	Required. Select the partner’s status
Verification Phrase	Optional.
Billing ID	This is not required when creating sub-partners.
Contact Person	Required. Enter: First Name, Last Name, Email address, Phone and User Name. Best Practice: Use first initial and last name and email address for the user name. (Example: [email protected].) Select the Active checkbox to enable the contact person. Note: A user record is automatically created for the contact person. By default, the contact person is granted the Partner User role.
Remember Devices	Optional.
Two-factor Authentication	Select the checkbox to enable two-factor authentication. When it is enabled, it will affect all users who belong to the Client or Partner record.
Welcome Email	Select the checkbox to send new users a welcome email. This option is selected by default.

4. Click Save when you’re done.

Manage Clients

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Note

This is restricted to Partner and System roles.

Adding Clients

To add Clients, do the following from the Manage tab:

1. Click Clients in the left column.
2. Click Create.
3. Enter the information requested for the required fields.

Field	Description
Direct Partner	Required. Select the partner from the list.
Name	Required. Enter the client’s name.
Active	Optional. Select the checkbox to enable the client.
Billing ID	Optional.
Mid	Optional.
Contact Person	Required. Enter: First Name, Last Name, Email address, Phone and User Name. Best Practice: Use first initial and last name and email address for the user name. (Example: [email protected].) Select the Active checkbox to enable the contact person. Note: A user record is automatically created for the contact person. By default, the contact person is granted the Partner User role.
Remember Devices	Optional.
Two-factor Authentication	Select the checkbox to enable two-factor authentication. When it is enabled, it will affect all users who belong to the Client or Partner record.
Welcome Email	Select the checkbox to send new users a welcome email. This option is selected by default.

4. Click Save when you’re done.

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Important

At the time a client record is created, a client admin user is also created. To add additional users, refer to - Adding a User.

To display the client after you enter it, make sure your partner name is displayed at the top of the page as shown here:

Editing a Clients Contact Person

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Important

Do not Edit the Contact Field. Instead, click Update Contact Person.

1. Select Manage > Clients.
2. Select the Partner from the drop-down list at the top of the page.
3. Select the appropriate Client from the list. (Click the edit icon.)
4. Scroll to the bottom of the page and then click Update Contact Person.

5. Select the new contact person from the drop-down list. If the new contact person is not listed, you must create their user record first.
6. Click Update when you’re done.

Templates

Managing Templates

All data that flows through ShieldConex is related to a template. Create a template for a group of fields that should be handled as a single transaction.

To set up Template, do the following from the Manage tab:

1. Click Templates in the left column.
2. Click Create.
3. Enter the information requested for the required fields.

Field	Description
Parent Partner	Required. Select partner from the drop-down list when applicable. NOTE: You must select a Parent Partner when creating sub-partners.
Client	Required. Select client from the drop-down list.
Name	Required. Enter the partner’s name
Reference	Required. Click Generate to associate a unique ID with this template. TIP: If you are using the template without the Bluefin iFrame, you will need this ID and the ShieldConex API to secure your webpage.
Fields	Click Add to set up new template fields.
Field Configuration Dialog Box	Complete when adding / editing template fields. Field Name: Required. Enter the system field name. Note: Special characters and spaces are not allowed. Method: Select a security method from the drop-down list [Format Preserving Encryption (FPE), Format Preserving Tokenization (FPT)] Data Type: Required. Select an option from the drop-down list. Validation: Required. From the drop-down list, select a validation type for the data type. Note: The options are dynamic based on the Data Type. Mask: Required. From the drop-down list, select how the data that is entered should be masked. Note: The options are dynamic based on the Data Type. Tip: TOKEN_ALL = mask all. The following fields additionally display for FPT only: Group ID: Enter a number or click the Up / Down. luhnCheck: Select the checkbox if applicable. This parameter determines if a value is validated by the Luhn algorithm. A Luhn algorithm is used to validate a credit card number or other identifying numbers, such as Social Security numbers. If you select this option, ShieldConex will only allow valid values. Selecting this option enables you to authenticate that a personal identification number. If you do not select this option, any value can be entered in this field. nonIdempotentTokens: Select the checkbox if applicable. This parameter determines if the same or different tokens are generated for the same input. If you select this option, ShieldConex will generate different tokens even if the same value is entered in a field repeatedly. If you do not select this option, the same token will be used each time the same value is entered in a field.
iFrame Options	Sort Order: Controls the order in which the fields will display from left-to-right and from top-to-bottom. Label: Display field name. Input Type: Required. Select an option from the drop-down list (Input, Select, Password). If you choose Select, you will be prompted to enter possible values. Min Length / Max Length: The minimum and maximum character length is set by default based on the Data Type. (The maximum length is 128.) IMPORTANT: Click Save in the Field Configuration dialog box when you're done.
Custom Style File	Optional. Enter the path to a style sheet (CSS). You can use a stylesheet to control the size of fields.
Custom Styles	Optional. Enter CSS code to override styles as desired.
Favorite	Select the checkbox based on your preference.
Publish	Select the checkbox to publish the template when you're ready. Important: The template cannot be modified after it's been published.

4. Click Save when you’re done.

After saving updates in the Field Configuration dialog you can preview your work.

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Important

After saving updates in the Field Configuration dialog, you will still need to Save the Template before closing out of the Add/Edit Template page.

Previewing Templates

To preview a template, Save it. Then select it from the list and at the bottom of the page click Preview.

Updating Unpublished Templates

To update an unpublished template, do the following from Manage > Templates:

1. Click the edit icon next to the template of your choice.
2. Update the options as needed.
3. To edit custom fields, click the edit icon in the Actions column for the field of your choice.
4. Click Save in the Field Configuration dialog box when you're done. Click Save in the templates

Updating Published Templates

To update a published template, click Clone. This generates a duplicate template. Then, modify the newly cloned template with your updates.

Viewing iFrame Code

To view the iFrame source code, the template must be Published. Click Sample at the bottom of the page and then view the page source.

Implementing iFrames

The following skill set is required to implement an iFrame: HTML5, CSS, Javascript, database knowledge and SQL.

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Note

Javascript must be enabled in the users browser.

System Notifications

The Notifications banner displays as needed when alerts from the administrator are published. After reading a notification, you can select it and then click Dismiss to remove it. To hide the banner, click Continue. To review unread notifications, click the red notifications icon in the top right corner to see a list.

From Manage > System Notifications you can also review notifications and Dismiss them.