TPE User Access and Requesting Changes to User Access

The Transaction Payment Engine (TPE) contains financial transaction information so must be controlled by user access approval processes and regularly expiring passwords for all users. Aspects of account requests are detailed in the sections of this article.

Requesting Access or Permissions Changes

Access Method

Permissions Levels

Requesting Access and Permissions Changes

Requesting new access, permissions changes and removals of users for the Standard TPE Admin Console is accomplished a the Oregon E-Government Service Desk using the: TPE Standard - user account request form

or

The old 'paper' form if you are more comfortable with it. If this form is used, attach it to a regular service desk request.

These requests must be made by the Single Point of Contact (SPOC) for the service affected and must be approved by the appropriate Agency Security Officer (ASO).

• List of Single Points of Contact (requires GovSpace login) - to change or update a SPOC, please submit a ticket to the Service Desk
• List of Agency Security Officers - ASO must be indicated in the RSTARS column. To request changes to the ASO list, please contact the Statewide Accounting and Reporting Services office.

When a new user is requested, the account will be created and assigned a username and temporary password meeting the TPE complexity requirements.  This login information will be sent to the new user at the email address provided in the request.  The new user must login with the temporary password within 24 hours of account creation and will be prompted to establish a secure password and security questions and answers immediately upon login.

If the temporary password is not used within 24 hours, a new temporary password must be obtained from the service desk for the new user.

Once established, the username on an account cannot be changed.  If a name change occurs and the user would like it reflected in the TPE account information, the existing account must be de-activated and a new account request must be made with the updated name information so that a new username may be established.

Contact Information Changes

No approval is required to make changes to email addresses, names or phone numbers in TPE accounts and all these may be changed by the user in the account settings section of the application.

Access Method

TPE users can be granted access to TPE merchants.  Several services can be associated with a single merchant and merchants can have sub-merchants. Access to a merchant provides access to all merchants and services contained within that merchant.  Access cannot be granted on a service by service basis.

Simple merchant/service access

In the illustration below, if access is granted at the merchant level (blue text) for the Employment Relations Board merchant, the user will have access to the single service, ERB - Online payments (red text).

Multiple merchant/service access

In the illustration below, if access is granted at the merchant level (blue text) for the DHS Merchant, the user will have access to services in all the merchants below that level in the hierarchy.

 

Here are two examples of limitations using the illustration above:

1. A single user account could NOT be granted access to only the In Home Services Pay-In and DHS Public Records Requests services as they are under separate merchants.  That user would need access at the DHS Merchant level.

2. A user account could NOT be granted access to only the In Home Services Pay-In service.  That user would be granted access at the Aging & People with Disabilities merchant level and have access to the Adult Foster Home Program License Fee Payments service as well.

If access is granted at the merchant Aging & People with Disabilities, then the user would have access to the two services under that merchant.

All access in TPE is granted with this cascading idea where access to a merchant includes access to all sub-merchants and services therein.

Permissions Levels

There are four permissions levels that may be assigned to a user in the TPE Admin Console.

Company Managers

• Search for orders and see order and transaction details
• Run reports in TPE
• Export search results and reports

Company Managers - Refunds

Includes Managers permissions plus:

• Issue refunds on transactions after orders have settled. (When a refund is issued money is returned to the card or account used for the transaction.
• Mark returns on transactions where an alternative form of refund was granted, such as a paper check. (no funds transfer takes place when a transaction is marked as a return)

Company Mangers - Cancel

Includes Managers permissions plus:

• Ability to cancel an order PRIOR to the order closing.  If a payment transaction is present, the order must be refunded, not cancelled.
• Does NOT include the ability to issue or mark refunds or returns.

Company Staff

Includes Company Managers Refunds plus:

• Perform cancellation of orders BEFORE an order has settled (no request for payment will be made to the card account)