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BackOffice Overview

The Orsunpay BackOffice is a comprehensive management platform that provides merchants and administrators with full control over their payment operations, configurations, and analytics.

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Access BackOffice

Access the BackOffice interface:

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Login Credentials

  • Username: Your registered email address
  • Password: Set during account creation
  • Two-Factor Authentication: Required for production accounts

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Key Features

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Merchant Management

  • Merchant Profiles: Create and manage merchant accounts
  • API Key Management: Generate and rotate API keys
  • Domain Configuration: Set up allowed domains for security
  • Webhook Configuration: Configure callback URLs and events

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Transaction Monitoring

  • Real-time Dashboard: Live transaction monitoring and analytics
  • Transaction History: Detailed transaction logs with filtering
  • Payment Flow Tracking: Step-by-step payment process visualization
  • Status Management: Manual transaction status updates when needed

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Payment Configuration

  • Payment Methods: Enable/disable payment methods per merchant
  • Provider Settings: Configure payment provider credentials
  • Fee Management: Set up fee structures and calculations
  • Currency Support: Manage multi-currency configurations
  • Geographic Restrictions: Set country and region limitations

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Reporting and Analytics

  • Financial Reports: Revenue, fees, and settlement reports
  • Performance Metrics: Success rates, conversion analytics
  • Custom Dashboards: Create personalized reporting views
  • Export Functionality: Download reports in various formats

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Risk and Compliance

  • Risk Rules: Configure automated risk assessment
  • Compliance Monitoring: Track regulatory compliance status
  • Fraud Detection: Monitor and flag suspicious activities
  • Audit Logs: Complete activity tracking and history

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User Access Management

  • Role-based Access: Different permission levels for team members
  • Multi-user Support: Collaborative merchant management
  • Activity Monitoring: Track user actions and changes
  • API Access Control: Granular API permission management

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Platform Features

The BackOffice provides comprehensive business management tools:
  • Real-time Monitoring: Live transaction and payment status tracking
  • Advanced Analytics: Detailed performance metrics and business insights
  • User-friendly Interface: Intuitive design with responsive layout
  • Automated Reporting: Scheduled reports with customizable parameters
  • Secure Access: Role-based permissions and multi-factor authentication

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Main Dashboard

📊 Dashboard
├── Overview metrics and charts
├── Recent transactions
├── System health status
└── Quick actions

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Merchants Section

🏢 Merchants
├── 📋 Merchant List
├── ➕ Create Merchant
├── ⚙️ Merchant Settings
└── 🔑 API Keys

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Transactions Section

💳 Transactions
├── 📊 Live Monitor
├── 📋 Transaction History
├── 🔍 Search & Filter
└── 📈 Analytics

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Payments Section

💰 Payment Configuration
├── 🎯 Payment Methods
├── 🔐 Credential Configs
├── 💵 Fee Settings
└── 🌍 Geographic Rules

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Reports Section

📊 Reports
├── 📈 Financial Reports
├── 🎯 Performance Analytics
├── 📋 Custom Reports
└── 📥 Export Center

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Settings Section

⚙️ Settings
├── 👤 User Management
├── 🔒 Security Settings
├── 🔔 Notifications
└── 🎨 Preferences

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User Roles and Permissions

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Administrator

  • Full Access: Complete system administration
  • Merchant Management: Create, modify, delete merchants
  • System Configuration: Global settings and policies
  • User Management: Add/remove users, assign roles
  • Audit Access: Full audit log visibility

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Merchant Owner

  • Merchant Scope: Access to owned merchant accounts only
  • Configuration: Payment methods, fees, and settings
  • Transaction Monitoring: View and analyze transactions
  • API Management: Generate and manage API keys
  • Team Management: Add team members with limited access

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Merchant Operator

  • Read/Write Access: Transaction and configuration management
  • Limited Merchant Access: Cannot delete or transfer merchants
  • Payment Processing: Handle refunds, voids, captures
  • Reporting: Generate and view reports
  • Customer Support: Access to customer and transaction data

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Merchant Viewer

  • Read-Only Access: View-only permissions
  • Dashboard Access: Metrics and analytics viewing
  • Transaction History: Read-only transaction access
  • Report Access: View pre-generated reports
  • No Configuration: Cannot modify settings

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Support Agent

  • Cross-Merchant Access: Support multiple merchants
  • Transaction Tools: Detailed transaction investigation
  • Customer Data: Access to customer information
  • Limited Configuration: Basic settings modifications
  • Escalation Tools: Flag issues for higher-level review

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Security Features

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Authentication

  • Multi-Factor Authentication: Required for production access
  • Session Management: Secure session handling with timeout
  • Password Policies: Strong password requirements
  • Login Monitoring: Track login attempts and failures

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Authorization

  • Role-Based Access Control: Granular permission system
  • Resource-Level Permissions: Fine-grained access control
  • API Key Scoping: Limited API access per role
  • Audit Trail: Complete action logging

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Data Protection

  • Encryption: All sensitive data encrypted at rest and in transit
  • PCI Compliance: Adherence to PCI DSS standards
  • Data Masking: Sensitive information properly masked in UI
  • Secure Communications: HTTPS and TLS enforcement

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Data Management

The BackOffice provides secure, real-time access to your payment data:
  • Live Data: Real-time transaction and status updates
  • Historical Analytics: Comprehensive transaction history and trends
  • Data Security: Enterprise-grade encryption and access controls
  • Export Options: Multiple formats for reporting and analysis
  • Audit Trail: Complete activity logging for compliance

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Getting Started

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First-Time Setup

  1. Account Creation: Contact Orsunpay sales for account setup
  2. Initial Login: Use temporary credentials provided by support
  3. Password Reset: Set secure password on first login
  4. MFA Setup: Configure two-factor authentication
  5. Merchant Configuration: Set up your first merchant account

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Daily Operations

  1. Dashboard Review: Check daily metrics and alerts
  2. Transaction Monitoring: Review recent transaction activity
  3. Issue Resolution: Address any flagged transactions or errors
  4. Report Generation: Create and analyze performance reports
  5. Configuration Updates: Adjust settings as needed

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Support and Resources

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Help Documentation

  • User Guides: Step-by-step tutorials for common tasks
  • Video Tutorials: Visual guides for complex workflows
  • FAQ Section: Answers to frequently asked questions
  • Keyboard Shortcuts: Efficiency tips for power users

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Support Channels

  • In-App Help: Contextual help within the BackOffice
  • Live Chat: Real-time support during business hours
  • Email Support: [email protected]
  • Phone Support: Available for enterprise customers

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Training and Onboarding

  • Onboarding Sessions: Guided setup for new merchants
  • Training Webinars: Regular training sessions on new features
  • Certification Program: Advanced user certification available
  • Custom Training: Tailored training for enterprise clients
The BackOffice interface is continuously updated with new features and improvements. Check the changelog regularly for updates.