OpusPAY

^{User guide}

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(c) Company name, 2020

View Account - Primary Contact

This screen allows the user to add sub-accounts to their merchant portal.

View Account - Primary Contact

Back

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. When clicked this should navigate the user to the Accounts screen without saving any changes. Refer to the specification for that page here.	-	-	Y	-	-	-

Gateway Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This should display the Gateway details.Refer to the specifications for this screen here.	-	-	Y	-	-	-

Given Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Given Name.	Y	-	N	255	-	-

Business Email

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Business Email.	Y	-	N	255	-	-

Primary Contact Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays and allows the user to edit the Primary Contact of the Account. 2. This tab should be highlighted to identify the tab the user is on.	-	-	Y	-	-	-

Edit

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. Navigate the user to the Edit Account - Primary Contact screen. Refer to the specifications for that screen here.	-	-	-	-	-	-

Last Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Last Name.	Y	-	N	255	-	-

Merchant Account Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Merchant Account name.	Y	-	N	255	-	-

Website URL

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the website of the organisation.	-	-	N	255	-	-

Country

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Country for the organisation.	Y	-	N	255	-	-

State

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the State for the organisation.	Y	-	N	255	-	-

Suburb/Town

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Suburb/Town for the organisation.	Y	-	N	255	-	-

Address Line 1

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display Address Line 1 for the organisation.	Y	-	N	255	-	-

Phone Number

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Phone Number.	Y	-	N	255	-	-

OpusPAY API Credentials Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays the Accounts API Credentials. Refer to the specifications for that screen here.	-	-	Y	-	-	-

Plan Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays the Plan assigned to the Parent Entity. Refer to the specifications for that screen here.	-	-	Y	-	-	-

Address Line 2

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Address Line 2 for the organisation.	-	-	N	255	-	-

Post Code

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Post Code for the organisation.	Y	-	N	255	-	-

View Terms & Conditions

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Hyperlink	-	1. Clicking on the Terms & Conditions hyperlink will navigate the user to the published Terms & Conditions. Refer to the specifications for this screen here.	-	-	-	-	-	-

Invoice Account Directly

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Checkbox	-	1. If checked, indicate in the database that this account is to be invoiced directly for it's transactions.	N	-	N	-	-	-

Status

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Status for the organisation.	Y	-	N	255	-	-