Navigating Setup perspective

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.

   screenshot
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.

    screenshot
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.

    screenshot
24. Congratulations, you are done!
    
    You have learned how to navigate Setup Perspective. Now you can do this by yourself.

Setup perspective   Navigation