Manage Store and Portal Users in the Shift4 Gift Card Portal Administration (Canada)

Description: Learn how CS Users (Portal Administrators) can manage Store and Terminal IDs, Store Web Users, and CS Profiles in the Shift4 Gift Card Portal.

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Overview

The Administration section of the portal allows authorized users to manage key components of the Gift Card Program, including:

• Creating and managing Store User IDs and Terminal IDs
• Viewing and adding Store Web Users
• Managing CS User profiles and permissions

Note: A CS User must have the following permissions enabled to view store and terminal users:

• General: Store Terminal Profile
• General: Store User Profile

Accessing Store and Terminal Information

To access store and terminal setup:

1. Navigate to Administration > Merchant Profile & Terminal Setup. A list of stores associated with your organization will appear.
   
2. Select All to view both active and inactive stores.
   
3. Select a store link to open its Terminal Setup page. This typically displays three sections:
   • Store users: Displays web-based Store User IDs used to perform Gift Card transactions in the Portal. 
   • Store terminals: Displays Terminal IDs associated with physical terminals.
     • Add User: Use this option under Store Users or Store Terminals to create new IDs. Only CS Users with the appropriate permissions can complete this action.
       
   • Operators: Lists operators with the selected store.

Store Web User Profiles

Store Web Users can view reports or perform transactions for the store locations assigned to them.

Access is limited based on the assigned permission group, which is managed by a CS User.

CS Users can:

• View existing Store Web Users
• Create new Store Web Users using the Add a new store web user link
  
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CS User Profiles

CS Users (Client Services Users) have administrative access across the entire Gift Card Program.

They can:

• Manage users under both Client and Store Profiles
• Run reports across all locations
• Perform transactions for all stores
• Assign and manage user permissions

Because of these elevated permissions, only CS Users can complete certain actions, such as creating new users.

To access CS Profiles, navigate to Administration > CS Profiles.