for developers and administrators
User Interface Reference
Resources (Directory Structure)
Zip and Country Codes
Supported Providers (Banks & Networks)
UniPay Codes & Code Mappings
Integrated 3rd Party Libraries
Diagrams and Documents
This section only
Creating a Merchant
Managing common merchant activity
Using recurring module
Managing remittance processes
In this lesson you will learn how to access user interface of your gateway and how to do basic navigation.
Your work with UniPay online-portal starts with getting two emails that include logon information: the first email - with access URL and your user name, and the second email - with your password. Your emails should look similar to what is shown in the screenshot.
Begin by practicing
Logging in and navigating the application
tutorial using the information that you received in your account set-up email.
Now that you have learned how to log in and do basic navigation, let's continue with some terms related to user interface.
is the core element of User Interface. It's a set of forms and actions designed to simplify the work process within a specific business context. A perspective is designed to group together related fuctionality and to allow user to perform different actions in minimum number of clicks.
There are several types of perspectives. Let's review them.
is a perspective that is designed to function as a virtual terminal for merchants. The purpose of this perspective is to provide easy access to the information that merchants most commonly require for their business, such as access to transactions, chargebacks, batches, statements, as well as recurring billing functionality (if the recurring module is activated within the system).
Navigating Console perspective
is a group of perspectives designed to streamline back-office operations. It is generally used by the employees of the payment service provider that maintain the gateway. It provides easy access to functionality for the management of merchants, resellers, users and portfolios.
Management group contains four perspectives:
is an arrangement of available forms and actions that are needed to work efficiently with Merchants and Accounts.
is an arrangement of available forms and actions that are needed to work efficiently with Reseller records.
is an arrangement of available forms and actions that are needed for managing information about resellers, merchants, documentation, etc.
is an arrangement of available forms and actions that are needed to work efficiently with User records.
is an arrangement of available forms and actions that are needed for storing of the information, parameters and resources associated with terminals owned by a particular merchant, managing updates (Terminal Management System), and monitoring and saving logs.
is an arrangement of available forms and actions that are needed to provide access to the common functionality of distribution recipients such as vendor or holding account.
is an arrangement of available forms and actions that are needed to set up terminal configurations, work with users' terminal orders, control and modify shipping conditions, set up injection keys and regulate terminal modules available for fulfillment.
is a group of perspectives designed to manage the application by system and software administrators.
Administration group contain two perspectives:
is an arrangement of forms and actions used by non-technical (business-oriented) administrators of the system to manage setup of various system-wide settings.
is the arrangement of forms and actions used by technical administrators to manage setup of various system-wide settings (these settings are more software and hardware-related than business-related).
is the arrangement of forms and actions used by technical administrators of the system to analyze different types of activity in the system, to review errors, to detect changes to merchant, reseller, user information, etc.
is the arrangement of forms and actions used by non-technical administrators of the system to diagnose various problems that may occur to various remittance and processing related issues.
Let's learn how to navigate management perspectives - Merchant, Reseller, Portfolio, User, Terminal, Distributions and Fulfillment.
Navigating Merchant perspective
Navigating Reseller perspective
Navigating Portfolio perspective
You have learned how to navigate Console, Merchant, Reseller, Portfolio perspective.
If you need to take a pause, you can do it now and resume with the rest later.
Navigating User perspective
Navigating Terminal perspective
Navigating Distributions perspective
Navigating Fulfillment perspective
Let's learn how to navigate administrative perspectives - Setup, System, Audit and Monitoring.
Navigating Setup perspective
Navigating System perspective
Navigating Audit perspective
Navigating Monitoring perspective
Besides, there is a perspective that provides access to the reports available within the system - a
Navigating Reporting Perspective
At this point, you should feel comfortable logging in to the application and navigating the key perspectives. Before we finish our lesson, let's learn one last thing - how to change your own password.
How to change user's password
You should now be equipped with all of the basic skills that are necessary for using the functionality of your gateway online-portal.
View all available lesson plans
UniPay - Payment Gateway Software
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