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Payflow Manager Update: Enhanced Features for Secure Account Management

Discover the latest features in the Payflow Manager interface, including the new 'Account At a Glance' homepage, Business Activity Center, and User-Friendly Navigation System. Benefit from the messaging and instant alerts center for security updates. Customize services with the Upgrade and Service Customization Area and access advanced reports easily. Manage account security with separate passwords for Manager and Pro transactions and control user roles. This tutorial provides an overview of the Manager interface and its functionalities.

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Payflow Manager Update: Enhanced Features for Secure Account Management

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  1. Payflow Pro and Payflow LinkManager Merchant Interface Tutorial

  2. Manager Overview – What’s new? • New Features & Benefits: • New Homepage ‘Account At a Glance’ • Business Activity Center & Services Summary Information • Messaging & Instant Alerts Center Security (Product Announcements, Outage Information) • Upgrade / Service Customization Area (New Banner Ad Look and Feel) • User-Friendly Navigation System • Page-Sensitive HELP System • Separate ‘Downloads’ & ‘Documentation’ areas • Access to Advanced Reports and new Reporting API • New Manager URL: https://manager.paypal.com

  3. What is Manager? • The Merchant’s Account Management Interface for the Payflow gateway • Used for managing all Payflow account information, obtaining Software Development Kit downloads & documentation, managing security settings, processing manual transactions, and running real-time reports.

  4. Manager Home Page • Provides an overview of your account’s activity • New Message Center keeps you informed

  5. Manager Home Page Contents • Account Info • Account Contact info • Processor Info • Billing Contact • Security • Allowed IP • Transaction Settings • Password management • User Roles • Virtual Terminal • Manual Transactions: • Sales • Credit • Void • Authorization • Delayed Capture • Auto Transactions • Search Utilities • Search by: Transaction ID, Batch ID, Account number, Comment, Ref. Transaction ID • Reports • Daily Activity Report • Transaction Summary Report • Reporting API, Custom Report, Settlement Report, Shipping & Billing Report, Batch ID report. • Documentation & Downloads • Tutorials • User Guides • SDK (Pro only) Help

  6. Virtual Terminal Included in Manager Process the occasional phone, fax, e-mail or in-person transaction using Virtual Terminal.

  7. Transaction Search Capabilities

  8. Run Transaction Reports • Daily Reports • Custom Reports • Template & Scheduled Reports • Retrieve Reports

  9. Create Custom Reports

  10. Manager Account Security & Access Controls • Manage Account Passwords • Specify separate passwords for PayPal Manager users and a different password for Payflow Pro transactions. • Control access to your account by specifying Allowed IP addresses. • Create & Restrict various users for PayPal Manager access. • Transaction Settings

  11. Add Users and Assign User Roles • Create additional account users with four levels of access: • Admin = All Account & Transaction Access • All Transactions = No Account but All Transactions • Limited Transactions = No Credit Transactions • Read only = No Transactions

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