Create a Team in the easypay Backoffice

In the easypay Backoffice, you can create user teams with access to the functionalities you define. You can assign different access levels to different users by creating a team.

The ‘Admin’ team has access to all areas of the Backoffice and is created automatically when you create an easypay Payment Account.

Each team can have access to different information and functionalities. For example:

• Level 1 Team – can only access transaction information. Cannot generate payments.
• Level 2 Team – can access transaction information and also generate payments.

To create a team in the easypay Backoffice:

1. Access the easypay Backoffice;
   

2. Go to the Management menu and select ‘Team & Security’ > ‘New Team’;
   

3. Fill in the team name;

4. In ‘Team Members’, select at least one user belonging to the ‘admin’ team;

5. ‘Team Payment Accounts’ – Select the payment accounts that the team will have access to;

6. In ‘Operations’, you will find the areas you can grant access to for the team:

   1. account – Menu “Beneficiary”
   2. user – Menu “Users”
   3. team – Menu “Teams”
   4. subscription – Menu “Subscriptions”
   5. ws_config – Menu “Web Services”
   6. status – Menu “Web Services”, access to “API Status”
   7. recurring_payments – Menu “Recurring Payments”
   8. quick_easypay – ignore
   9. multibanco – Menu “Multibanco References”
   10. form – Menu “Forms”
   11. easyref – Menu “Payment Account”
   12. direct_debit – Menu “Direct Debits”
   13. credit_card – Menu “Credit Card”
   14. mbway – Menu “MB Way”
   15. upload spreadsheet – ignore
   16. api_XY – Menu Upload 2 APIs
   17. frequent_payment – Menu “Recurring Payments (Frequent)”
   18. apikeys – Menu “Web Services”, access to “API 2.0 Configuration”
   19. fastbilling – ignore
   20. splits – ignore
   21. fpa – Menu “Commission Account”
   22. easypay_now – ignore

7. For each area, select the functionalities you want to grant access to, such as:

   1. read – read
   2. update – update
   3. create – create
   4. delete – delete
   5. download – download a document
   6. read notification – read notifications
   7. print – print
   8. read notifications response – read response notifications
   9. archive – archive
   10. notify beneficiary – notify the beneficiary
   11. create purchase – create purchase
   12. capture – capture purchase
   13. cancel – cancel
   14. refund – refund
       
8. Submit.