1. Log into the Moneris Go portal and access the store through which you want to add the new user account (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Users.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Users" page displays (shown below), click on the Add user button.
   
4. When the "Add user" window displays (shown below), configure the account settings:
   
   1. In the First name field, enter the user's given name.
   2. In the Last name field, enter the user's surname.
   3. Under "Language", click on language button (English or French) to select the Moneris Go portal display language for when the user first logs in to activate their account.
   4. Click on the "User role" drop-down, and select the role that you want to assign to this user:
      Note:  Default user roles and descriptions are listed in the table below. To view/modify the parameters of a user role (e.g., change role name or define new permissions for a role) or add/delete a user role, see the Moneris Go portal - User Management section.

5. If the "Add user" window displays the Terminal access switch (shown below), toggle it to the right ("yes"/blue) to enable terminal access, or toggle it to the left ("no"/grey) to disable terminal access.
   
   If "Terminal access" is toggled to "Yes":
   The user will have access to specific terminal functions as defined by the role's permissions.
   1. In the Username field, enter the user name credential this user needs to enter to log into any terminal that is synched to this store.
      Note: This field is case sensitive. The username must adhere to these requirements: 
      • 1 to 30 alphanumeric characters (i.e., letters between A to Z and/or numbers between 0 to 9)
      • Spaces and special characters are not supported
   2. In the Password field, enter the user password credential this user needs to enter to log into any terminal that is synched to this store.
      Note: The password must adhere to these requirements:
      • Minimum of 4 characters (a longer password is advisable)
      • Must not include more than 2 repeating characters (e.g., "Lou444", "1111", and "QqiinT999" are not acceptable. However, "Lou44", "AAbb" and "QqiinT9y99" are acceptable)
      • Must not include more than 2 character sequences (e.g., "lou123", "abcd", and "QuinTy123" are not acceptable. However, "lou12", "abyz12", and "QuinT1y23" are acceptable)
   3. In the Confirm Password field, re-enter the user's terminal login password.
      Note: The data in the "Confirm Password" field must match the data in the "Password" field.
6. If the "Add user" window displays the Portal access switch (shown below), toggle it to the right ("yes"/blue) to enable Moneris Go portal access, or toggle it to the left ("no"/grey) to disable portal access.
   
   If "Portal access" is toggled to "Yes":
   This option is supported only if the user role assigned to this user is configured with the "Access to portal" permission enabled. The user will have access to specific Moneris Go portal functions as defined by the role's other permissions.
   1. In the Email field, enter the user's email address.
      Note: Once the new user account is added to the system, an email containing an activate hyperlink will be sent to the user so that they can activate and complete the setup of their user account. 
7. Click on the Add user button to add the new user account.
8. When the new user account is listed on the "Users" page, the operation is complete. But note:
   • If you granted the user portal access, their account status will indicate "Pending" until the user receives their email and sets up their account per the steps documented in Moneris Go portal - Activating your Moneris Go portal user account via activation email.
     Note: If the user did not receive their activation email, advise them to check their email spam filter. If this does not work, confirm that you entered a valid email address in the "Portal Access" Email field. If necessary, repeat the Moneris Go portal - Adding a new user account procedure, but try registering a different email address.
   • If you granted the user portal access and their email address is already registered to an active account, the user will not receive an activation email. Rather, the user has immediate access to the store when they log in.
9. If you want this user to have access to another store that is linked to the primary user account, access the desired store and repeat the Moneris Go portal - Adding a new user account procedure (you can configure the same login credentials for the other store).

2. Log into the Moneris Go portal, and access the store containing the active user account that you want to modify (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
3. On the sidebar menu (shown below), click on Users.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
4. When the "Users" page displays (shown below), locate the user account that you want to modify, and click on it.
   Note: To do a general search for an account, enter a full/partial name or a full email address in the Search by name or email field. To use filters to refine the search, see Moneris Go portal - Using filters to search for users .
   To change the number of hits listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.
   
5. When the "Edit user" window displays (shown here), edit the user account profile as desired:
   
   To change user account activation language:
   1. Click on a "Language" button (English or French) to change the user's default display language when they activate their account for the first time.
   2. Click on the Update button.
   3. When the "User updated successfully" response displays, the operation is complete.
      To change the user role:
      1. Click on the "User role" drop-down, and select the new role that you want to assign to this user:
         Note: Default user roles and descriptions are listed in the table below. To view/modify the parameters of a user role (e.g., change role name or define new permissions for a role) or add/delete a user role, see the Moneris Go portal - User roles section.

2. Click on the Update button.
3. When the "User updated successfully" response displays, the operation is complete.
   To update the existing terminal login credentials:
   1. Click on the Terminal tab (shown below).
      
   2. Click on the Reset password > button.
   3. In the Portal login password field, enter your current Moneris Portal login password.
   4. In the Username field, enter a new terminal login user name.
      Note: This field is case sensitive. The username must adhere to these requirements: 
      • 1 to 30 alphanumeric characters (i.e., letters between A to Z and/or numbers between 0 to 9)
      • Spaces and special characters are not supported
   5. In the Password field, enter a new terminal login password.
      Note: The password must adhere to these requirements:
      • Minimum of 4 characters (a longer password is advisable)
      • Must not include more than 2 repeating characters (e.g., "Lou444", "1111", and "QqiinT999" are not acceptable. However, "Lou44", "AAbb" and "QqiinT9y99" are acceptable)
      • Must not include more than 2 character sequences (e.g., "lou123", "abcd", and "QuinTy123" are not acceptable. However, "lou12", "abyz12", and "QuinT1y23" are acceptable)
   6. In the Confirm new password field, re-enter the new terminal login password.
      Note: The data in the "Confirm password" field must match the data in the "Password" field.
   7. Click on the Save password button.
   8. When the "Password changed successfully" response displays, the operation is complete.
      Note: The user must enter the new credentials to log into any terminal that is synched to this store. 
      To enable terminal access:
      1. Click on the Terminal tab (shown below).
         
      2. In the Username field, enter the user’s terminal login username.
      3. In the Password field, enter the user’s terminal login password.
         Note: The password must adhere to these requirements:
         • Minimum of 4 characters (a longer password is advisable)
         • Must not include more than 2 repeating characters (e.g., "Lou444", "1111", and "QqiinT999" are not acceptable. However, "Lou44", "AAbb" and "QqiinT9y99" are acceptable)
         • Must not include more than 2 character sequences (e.g., "lou123", "abcd", and "QuinTy123" are not acceptable. However, "lou12", "abyz12", and "QuinT1y23" are acceptable)
      4. In the Confirm password field, re-enter the user's terminal login password.
         Note: The data in the "Confirm password" field must match the data in the "Password" field.
      5. Click on the Update button.
      6. When the "User updated successfully" response displays, the operation is complete.
         Note: The user must enter these credentials to log into any terminal that is synched to this store. 
         To enable Moneris Go portal access:
         Note:  This option is supported only if the user role assigned to this user is configured with the "Access to portal" permission enabled (see To change the user role above).
         1. Click on the Portal tab (shown below).
            
         2. In the Email field, enter the user’s email address.
         3. Click on the Update button.
         4. When the "User updated successfully" response displays, the operation is complete.
            Note: An email containing an activate hyperlink will be sent to the user so that they can activate and complete the setup of their user account. If the user did not receive their activation email, advise them to check their email spam filter.

The steps below describe how to reactivate an existing Moneris Go portal user account. Once the user account is reactivated, the user reacquires their previous access to the Moneris Go portal store and/or terminal functionality.

1. Log into the Moneris Go portal and access the store containing the user account that you want to reactivate (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If you have multiple stores linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Users.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Users" page displays (shown below), locate the user account that you want to reactivate, and click on it.
   Note: To do a general search for an account, enter a full/partial name or a full email address in the Search by name or email field. To use filters to refine the search, see Moneris Go portal - Using filters to search for users.
   To change the number of hits listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.
   
4. When the "Edit user" window displays (shown below), click on the Activate button.
   
5. When the "Are you sure you want to activate this user?" dialog box displays (shown below), click on the Activate button to close the dialog.
   
6. When the "User updated successfully" response displays, the operation is complete. 
   Note: The account status will indicate "Active", and the user will again be able to log into the Moneris Go portal store or any point-of-sale device or application that is synched to the store.

The steps below describe how to add a new user role. Each Moneris Go portal user account must be assigned with a user role. The user role defines which features and functions a user can utilize during their login session in a specific Moneris Go portal store and/or any point-of-sale device or application that is synched to that store.

1. Log into the Moneris Go portal, and access the store through which you want to create the new role (see Moneris Go portal - Logging into the Moneris Go portal).
   Note:  If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Users.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Users" page displays (shown below), click on the Roles tab
   
4. When the "Roles" page displays (shown below), click on the Add role button.
   Note: The default user roles are "Admin", "High", and "Low".
   
5. When the "Add role" window display (shown below), configure the new user role's description and permissions:
   
   1. In the Name field, enter the user role name.
   2. In the Description field, enter the user role description.
      To enable/disable user role permissions for the Moneris Go portal:  
      1. In the "Portal" area, click on the "Transactions", "Reports", and/or "Settings" drop-down, and select one or more permissions to enable (add) them as desired. Click on the "X" beside a permission to disable (remove) it.
         Note: "Portal" permissions are also applicable to the Moneris Go app. For a list of supported permissions, see Moneris Go portal - List of user role permissions.
         To enable/disable user role permissions for the Moneris Go terminal:
         1. In the "Terminal" area, click on the "Transactions", "Reports", and/or "Settings" drop-down, and select one or more permissions to enable (add) them as desired. Click on the "X" beside a permission to disable (remove) it.
            Note: For a list of supported permissions, see Moneris Go portal - List of user role permissions.
6. Click on the Add role button.
7. When the "User role added successfully" response displays, the operation is complete.

1. Log into the Moneris Go portal, and access the store containing the user role that you want to edit (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Users.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Users" page displays (shown below), click on the Roles tab.
   
4. When the "Roles" page displays, locate and click on the user role that you want to modify.
   Note:  To search for a user role, enter a full/partial role name or a full role description in the Search by role name or description field.
   To change the number of hits listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.
   
5. When the "Edit role" window displays (shown below), edit the parameters of the user role:
   
   To edit the user role name/description:
   1. In the Name field, enter the new name of the user role.
   2. In the Description field, enter the new description for the user role.
      To enable/disable user role permissions for the Moneris Go portal:
   3. In the "Portal" fields, click on the "X" beside a permission to disable (remove) it. OR Click on the drop-downicon, and click on the desired permission to enable (add) it.
      Note: "Portal" permissions are also applicable to the Moneris Go app. Permissions groupings include "Transactions", "Reports", and "Settings". (For a list of supported permissions, see Moneris Go portal - List of user role permissions.)
      To enable/disable user role permissions for the Moneris Go terminal:
      1. In the "Terminal" fields, click on the "X" beside a permission to disable (remove) it. OR Click on the drop-downicon, and click on the desired permission to enable (add) it.
         Note: Permissions groupings include "Transactions", "Reports", and "Settings". (For a list of supported permissions, see Moneris Go portal - List of user role permissions.)
6. Click on the Update button.
7. When the "User successfully updated" response displays, the operation is complete.