Managing Internal Admin Users

Once you've setup up your payment website, you can login as an administrator to manage other administrative users within your company.

You can create and manage different administrative users who are authorized to carry out various activities on behalf of your company. To do so, click 'Manage Users' on the Main Menu.

You will be taken to the 'Maintain Operators' screen.

All current administrative users are displayed on the 'Maintain Operators' screen.

To use a filter:

1. Enter the value for the filter in the data field
2. Right click the filter icon
3. Select the criteria for the filter

The screen will reset, displaying only users who meet the filter criteria.

 Search for Users

To search for existing users, enter data in any of the fields on the screen, and click Search. 

You can use partial data for the search.

If you want to include Customers in the search, select the checkbox Include Customers.

If you want to include deleted users in the search, select the checkbox Include Deleted.

After you click 'Search', all users matching your search criteria will be displayed. 

 Add an Administrative User

To add a new user, click the button Add on the 'Maintain Operators' screen.

The 'Add a User' panel is displayed.

The only user role available to set up is the SimbaEBPPBillerCSR, the role of a Customer Service Representative. Select this role, enter the required information to complete the setup and click 'Save.'

 A Main Biller Administrator has already been created as part of the initial setup of your website. This person can setup new users as required. If a new Main Biller Administrator user is required, please contact your provider.

Disable a User

Search and navigate to the proper user. 

Select the user and you will be brought to the following screen. Check the "Disabled" checkbox and save your changes.

Delete a User

Search and navigate to the proper user. Select the "Deleted" checkbox and save your changes.

Reset User Security Questions

Search and navigate to the proper user. Select "Reset Security Questions". User will receive an email with instructions to reset their security questions.

Unlock a User

Navigate to the Customer Service Portal.

Use the portal to search for the locked out payer. In this case, we searched using their username.

Once you locate the proper user, you'll see a snapshot of their payer details. You'll also notice an "unlock" URL. Click that to unlock your user.

Once clicked, you will also see a green bar at the top confirming that the user is now unlocked.

At this point it is highly recommended that the user select "Password Help?" on the login page, so they can setup their username with a password that they will remember.