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EnCompass Questions and Answers

How to Create and Edit a User
 video

This video will walk you through creating and editing a user within EnCompass including assigning a role, generating a password and setting PLOG limitations when applicable.

This video covers:

  • How do I create a user?
  • How do I edit a user?
  • Should I create a password for a new user?
  • How to I create a system-generated password for a new user?
  • How do I set PLOG limitations for a user?
  • How do I assign or change someone’s user role?

How to Create and Edit a Merchant Log
 video

This video will walk you through creating and editing a merchant log.

This video covers:

  • How do I create a Merchant Log?
  • How do I edit a Merchant Log?
  • How do I set up virtual payments?

How to Create and Change User Roles
 video

This video will walk you through creating and editing a user role.

This video covers:

  • How do I create a user role?
  • How do I edit a user role?
  • How do I change privileges for a user role?
  • Can I copy and existing role to create a new one?

How to Upload Payment Files
 video

This video will walk you through uploading a payment file to create a merchant log within EnCompass.

This video covers:

  • How do I upload a payment file?
  • What format does my payment file have to be in?
  • How long will it take for a merchant log to be created from my payment file?

How to View Authorizations
 video

This video will teach you how to view authorizations.

This video covers:

  • How do I view authorizations?
  • How do I view payments that have been authorized?

 

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