Manager Manual
Introduction
GitPay Payment Gateway (here and hereafter System, Payment Gateway or GitPay) provides accepting, processing, storage and transmitting of payment data between members of payment processes. This guide is intended for managers of the Payment Gateway software and hardware complex, which enable effective processing of transactions between:
merchants (and their facilitators),
their end customers (referred to as Payers or Receivers),
acquiring banks or other PSPs (or their facilitators).
GitPay provides a Manager account, which has broad UI and API access to the functionality of the system. This type of account allows to create and configure payment solutions for all merchants according to compliance requirements, limitations and business specifics, assign additional participants to selected merchant projects, and track financial flows of each participant.
The guide is arranged according to the structure of the Payment Gateway user interface and contains detailed information about each commonly used function.
Payment Gateway Objects
The hierarchy and data scope among users of the System is defined on the Simplified infological model of the System. All user roles and processing entities are described in the sections below.
Infological Model
Processing Configuration
The system provides a set of integrations, named as “Processors”, with external payment institutions and payment providers. Each processor is a software module that implements a consistent communication protocol for transferring messages with external systems. To receive, process and transmit payment data, the following entities must be configured.
Object type |
Description |
---|---|
Processor |
Payment Gateway entity, which incapsulates interconnection with third-party processing system. |
Gate |
A set of parameters, which identify account registered in a third-party processing system. These parameters can be used to process payment data in an external system using the messaging protocol implemented in the Processor. |
Project |
System entity which determines the conditions for receiving a payment message from Endpoints and its further routing to the connected Gates. |
Endpoint |
Uniquely identified terminal, which is assigned to the Merchant and has to be provided in the commands within gateway API. |
Endpoint group |
A set of Endpoints with different currencies consolidated and available as one logical unit, which is used in gateway API URL address. |
Master Endpoint |
Additional logical unit which connects multiple Endpoints for Payment Cashier integration. |
Note
The system allows to work with multiple currencies. Currency could be added by request.
User Roles
The Payment Gateway supports a dedicated account access for each user of the system. Discuss the most suitable Payment Gateway accounts model with support manager.
Each root user account can have its own Employees who can get access to the data from the root account, but with certain restrictions. Data scope is defined for all screens and reports of the system. See Employees for details.
See the list of root user accounts below:
Merchant |
Provided to the merchant’s representatives. Merchant accounts can browse their transactions and linked Projects and Endpoints. They can process transactions and manage their own restriction lists. |
Manager |
Provided to the representatives of PSP or payment institutions. Manager accounts have full access to the configuration of the system. |
Superior |
Provided to the representatives of multiple Managers. Superior accounts can browse and configure all entities for the linked Managers. |
Reseller |
Provided to the agents, which engage merchants for Manager. Reseller accounts can browse multiple linked Projects and Endpoints of Merchants and manage Reseller rate plans. They cannot process any transactions, manage restriction lists, or create new entities. Payment facilitators which represent Merchants can receive Merchant accounts for each represented Merchant, or a single Reseller account connected to Merchant accounts of each represented Merchant. |
Dealer |
Provided to the agents, which engage processing solutions for Manager. Dealer accounts can browse multiple Gates linked to the Processor and manage Dealer rate plans. They cannot process any transactions, manage restriction lists, or create new entities. |
Quick Links
Most used functionality is gathered for a quick reference:
Account management:
Discover login and user profile options on General Account Information page,
Create and manage dedicated accounts for each member of the team on Employees screen,
Basic processing configuration setup:
Create Merchant account.
Create Gate for selected Processor and set any bank rate plan on it.
Create Project and set any manager rate plan on it, then specify the created Gate in Routing & Balancing tab.
Create Endpoint to link Merchant to Project, then select Available operations for this Endpoint.
Check that everything is connected with test transaction from Virtual Terminal.
Clone the Project together with Endpoints and Gates to new currency, if multiple currencies should be supported, and create Endpoint Group if needed.
Provide Endpoint IDs per each currency and/or Endpoint Group for multi-currency integration, Merchant login, Merchant control key (for API integration), password (for UI access) to Merchant representatives.
Merchant integrations and processing assistance:
Resend Multiple Callbacks in case of temporary handling issues of transaction results on Merchant server,
Capture and Cancel preauthorized transactions and make Refunds on authorized ones,
Speed up the merchant integration to Payment Gateway with full request and response logs in Integration Panel,
Configure follow-up on customers with E-mail Or SMS Messages after transactions sent from message server,
Monitoring and business analysis:
Sort and find transactions on Orders Search screen, see complete information about each transaction on Orders Details screen,
Get advanced analytics with Dashboard and KPIs or download detailed Reports with required data in one click using templates,
Gather data to external systems for further analysis or alerts with Additional Callbacks for every transaction,
Resolve ongoing payment issues with Online Monitor and Transaction Marker notifications,
Get up-to-date information about Current Merchant Balances and reflect payouts,
Learn more:
See all terms definitions in Glossary,
Discover all supported Transaction Types And Statuses,
Design an effective payment strategy with Routing & Balancing in accordance to Acquirer Restrictions and Processing Limits,
See options for Fraud Protection with more than 100 filters,
Mitigate risks with Black, White And Loyalty List management,
Set up Master Endpoints for Payment Cashier integration,