1. This is the second step in adding an Account to the merchant portal.
2. The step should allow the user to add a Gateway to the Account being created.
3. If creating a new Primary Contact person and adding the person as a User, check the database to see if there is a matching user with the same First Name AND Last Name AND Email Address. If so, display an inline error message and do not leave this screen.
4. Check the rule mentioned in each input elements and show inline error messages for invalid / unpopulated inputs.The user should not be progressed to the Enter Gateway Details screen.
5. If all validation checks are successful then:
Create the new Account and API credentials.
If an existing User is selected, link the user as the Primary Contact for the new Account.
Navigate the user to the Enter Gateway Details tab. Refer to the specifications for that screen here.
-
-
Y
-
-
3. A User already exists that matches the entered First Name, Last Name, and Email Address fields. Please enter a new user or change the options and select an existing User.
1. This should allow the user to select a Country. List of available countries comes from the Countries & Currencies list set in the Admin Portal. Refer to the specifications for that screen here.
2. Use the same Address Component and logic as per byondcloud registration page.
3. This should display an inline error message if the user clicks the Submit button without populating this field.
4. If "Invoice Account Directly" is selected, Country cannot be different from the Parent Account for billing purposes. If a different country is selected, display an inline error message.
Y
-
Y
255
-
3. Please enter the organisation's Country.
4. If Invoicing Account Directly, Country must be the same as the Parent Account.
There must be at least one Security Profile created before a new user can be created. Refer to the specifications for the Add\Edit Security Profile screen here.
1. This should allow for the selection of the Profile for the user.
2. If the user clicks on the Save & Continue button without selecting a value in this field, display an inline error message.
Y
-
Y
-
Disabled
1. There must be at least one Security Profile created. Please create and select a Security Profile.
There must be at least one User created before a user can be selected. Refer to the specifications for the Add User screen here.
1. User can either select from the pre-filled list or can enter any characters including numbers, letters and special characters. User can then select an active User for the Primary Contact. Do not display inactive users in the list.
2. This allows to filter-out the matching users by Last Name (in ASC order) equal to the entered text/value and the user will be able to select an option from the list.
(a) List will display as a multi-column view of Username, Given Name, and Last Name.
3. If an existing active User is selected, populate all Primary Contract entry fields with appropriate User details and disable all Primary Contract entry fields.
1. If Parent Merchant Account is linked to a Plan that calculates transactions Per Parent or Per Group account, disable this checkbox. Refer to the specifications for Plans here.
2. If checked, indicate in the database that this account is to be invoiced directly for it's transactions.
3. a) If a country is selected that is different than the Parent Account country, disable this checkbox.
b) If no country is selected or if the country selected is the same as the Parent Account, enable this checkbox.
1. This should display the status of the Account (Active or Inactive). If the Account is Active, it is able to pass transactions through OpusPAY. If Inactive, the Account cannot pass transactions through OpusPAY
