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Navigating Setup perspective

Version: V2.10.6528
Added on: 01/07/16
Difficulty:
Time: 30 min
Category: Tutorials

Useful Terms

Navigating Setup perspective

  1. Are you ready?

    In this tutorial we are going to learn how to navigate Setup Perspective.

    We will proceed as follows:
    • Log in and switch to the Setup perspective;
    • Learn how to locate and review email templates;
    • Learn how to locate and review holidays associated with a particular country;
    • Learn how to review Direct debit response codes available within the system.
  2. Log in to the system using your Username and Password and switch to the Administration => Setup Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Let's learn how to locate and review email templates.
  4. Click   Email Templatesbutton in the top section of the screen.
  5. Locate   Email Template Search  groupbox
  6. Locate     Merchant  dropdown and select appropriate Merchant or Merchant Account in the top left section of the screen.
  7. Click   Findbutton
  8. Locate   Email Template List  groupbox
  9. Click   Modify Email Templatebutton to review and modify email template.
  10. To learn how to add a new e-mail template, review How to add an e-mail template tutorial.
  11. Next, let's learn how to locate and review holidays associated with a particular country.
  12. Click   Holidaysbutton in the top section of the screen.
  13. Locate   Holiday Search  groupbox
  14. Select United States in Countrydropdown
  15. Click   Findbutton
  16. Locate   Holiday List  groupbox to review all available holidays for the selected country.
  17. To learn how to add a new holiday, review How to add a new holiday tutorial.
  18. Finally, let's learn how to review direct debit response codes available within the system.
  19. Click   Response Codesbutton in the top section of the screen.
  20. Locate   Response Codes  groupbox
  21. Select Direct debit in Categorydropdown
  22. Click   Findbutton
  23. Locate   Response Codes List  groupbox to review direct debit response codes available within the system.
  24. Congratulations, you are done!

    You have learned how to navigate Setup Perspective. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
How to add a new holiday 11/12/14 15 mins This easy tutorial will teach you how to add a new holiday to the system.
How to add an email template 11/12/14 15 mins In this tutorial, you will learn how to create and assign an email template.
How to locate and remove a user from blacklist 10/06/15 15 mins In this tutorial you will learn how to locate and remove a user from blacklist.
Navigating System perspective 01/08/16 30 mins In this easy tutorial you will learn how to navigate System Perspective as well as make basic operations with a file and modify system settings.
Navigating Audit perspective 01/08/16 15 mins In this easy tutorial you will learn how to navigate Audit Perspective as well as review and analyze processing errors.
Navigating Monitoring perspective 01/08/16 30 mins In this easy tutorial you will learn how to navigate Monitoring Perspective.

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