04/05/2016

5 Musts for DOLLARS ON THE NET® Admin Users

5 Musts for DOLLARS ON THE NET® Admin Users

If you sign in to your DOLLARS ON THE NET® account using the word “Admin” or “Administrator,” then you’re the king of the mountain, queen of the castle, ruler of the roost – or at the very least, a financially responsible individual at your business. Each DOLLARS ON THE NET account allows only one Admin user, and that account is assigned during your account setup process with Shift4. This user has special roles, including the ability to create additional administrator-type users to support the person in charge. We want to share some friendly reminders about how you can get the most out of your Admin account.

  1. Don’t share it.
    The Admin user is the only user that has access to many of the settings in your account that can have a financial impact on your business. This is one of the key reasons why we urge our customers not to identify an IT or MIS individual as the Admin. To name just a few of the Admin user’s functions, it’s the only user that can make global changes to your DOLLARS ON THE NET account, set up Fraud Sentry® notifications, and select PCI-compliant security settings. It’s also the only account that can create and manage the permissions for Administrator and Standard users or activate IP address restrictions (and allow certain users to bypass them). The Admin user has the ability to configure additional settings depending on your account’s setup, such as whether you use EMV devices, IT’S YOUR CARD®, 4Go®, and more. Let’s just say, it’s a very important account – so you don’t want it to fall into the wrong hands. Keep your password complex and never share it. In fact, we recommend that whenever you update your password, you write the new password down and put it into a locked safe!
  2. Don’t audit with it.
    The purpose of the Admin user account is essentially to be the “man behind the curtain.” It’s solely for account setup, maintenance, and creating Administrator user accounts, so you should never use it to access DOLLARS ON THE NET’s auditing features. If you’re really hands-on or a small-business owner that needs to perform some auditing functions, make sure you have a separate administrator-type account designated for that purpose. If you haven’t already set up a second user account for yourself and selected “Administrator” as the user type, then don’t hesitate to reach out to us for help.
  3. Make good use of Administrator and Standard user types.
    Administrator and Standard user types are the ones most commonly used in DOLLARS ON THE NET. These user types help you carry out the functions that you won’t be doing through your Admin account.
    • Administrator users are for those in your organization that you truly trust – your right-hand man or woman. You might have more than one, depending on your business size. Administrators can create and edit user types and configure user settings, such as which merchant the user can access and whether they can add or modify refunds, (they can’t create or edit other administrator-level users). If one of your night auditors locks herself out of her account, an Administrator can restore her access. This can be really helpful to avoid getting woken up in the middle of the night or interrupted on vacation to unlock a user’s account. Administrators can also access auditing functions if you give them those abilities.
    • Standard users are for general auditing functions only. You can select and modify their permissions based on their auditing functions, including whether or not they can add sales, process refunds, submit batches, and more.

    Remember: It’s very important that every person that logs in to your DOLLARS ON THE NET account has their own username. This makes your account much more secure and helps you whittle down each user’s permissions according to their actual responsibilities. It also creates a digital “paper trail” in the event of worst-case scenarios that may require them.

  4. Apply Fraud Sentry settings.
    Using Fraud Sentry is a great way to stop fraud before it happens by flagging possible duplicate transactions, unverified refunds, and a variety of suspicious fraudulent card uses by both customers and even your trusted employees. Best of all, these settings are configurable to meet your specific business needs – and naturally, that’s done through your Admin account. Sharing this ability could expose you to serious risk. If you aren’t using Fraud Sentry, then you should be. It’s a free way to help ensure that these types of fraudulent behaviors aren’t overlooked.
  5. Check and confirm your settings periodically.
    Since the Admin account is used for very specific purposes, it may be easy to forget about because you probably don’t use it often. But it’s important to visit your Admin account every once in a while not just to make sure you don’t forget your password, but also to be certain that your user settings are up to date and that your general settings are exactly the way that you want them to be.
Want More Information?
Sign in to your account and select DOLLARS ON THE NET Help from the Help menu to access Account Management guides and Account Administrator tutorials.

If you have any questions, you can reach out to our Customer Support team 24/7/365 at 702.597.2480 (option 2) or support@shift4.com.