# Client Admin Portal

The Client Admin Portal allows you to do Admin Tasks such as:

* Create/Modify Virtual Terminal Users 
* Create/Inspect API Tokens 
* View Transaction Details
* View Card On File Details

#### Client Admin Portal Modes of Operation

**Merchant/Single Account Admin**

This type of access is provided if you are responsible for a single account. You have unlimited access to create Users and API Tokens. You have full access to all reports.  

***

**Integrator / Multi Account Admin**

This type of access is granted to Integrators who must process transactions for multiple accounts. You can Create API Tokens , but NOT Virtual Terminal Users. You have Read-Only access to reports.

## Single Sign-On (SSO)

Single Sign-On (SSO) is integrated between the Client Admin Portal and the Virtual Terminal (VT). Client admin credentials allow users to log in to the Virtual Terminal without needing a separate set of VT credentials.

When you receive your client admin credentials, it is recommended that you log in to the Client Admin Portal and change your temporary password to a permanent one. After the one-time password has been changed, the same credentials can be used to access the Virtual Terminal. 

{% hint style="info" %}
Note: SSO is only available for single-account logins and is not supported for multi-user integrator accounts. 
{% endhint %}

## Integrator token renewal

{% hint style="info" %}
API tokens are automatically renewed if both of the following conditions are met:

1. The credentials have been successfully authenticated within the last month.
2. The token is set to expire within the next month and has not yet expired.
   {% endhint %}

Once you log in, you'll see a menu on the left with a *Token Renewal* heading.

The Token Renewal function allows you to select the accounts for which to issue new tokens. It also provides a summary including the total number of active tokens assigned to each account. Select the account(s) you wish to renew, then click Next.

<figure><img src="/files/6hFYwIBpilDcZObWkzMS" alt=""><figcaption></figcaption></figure>

After selecting the accounts you wish to renew, you will see a summary with new token information. At this point you can either copy the new token or proceed to the next step for automated processing at your url.

<figure><img src="/files/JvqtatzGSbFV7VBN9qyL" alt=""><figcaption></figcaption></figure>

### Posting the token JSON data to your webhook URL

<figure><img src="/files/y931DmLa6M3eX4sCsQZx" alt=""><figcaption></figcaption></figure>

We will create a JSON array named *TOKENS* and send it directly to the URL you specify. You can obtain this data by accessing the InputStream at your server endpoint.

When you select `POST JSON`, we will create a JSON array named *TOKENS* and send it directly to the URL you specify. You can obtain this data by accessing the InputStream at your server endpoint.

{% tabs %}
{% tab title="C#" %}

```csharp
string json;
using (var reader = new StreamReader(Request.InputStream))
{
    json = reader.ReadToEnd();
}
```

{% endtab %}
{% endtabs %}

{% code title="JSON array example" overflow="wrap" %}

```json
"Tokens": [{"TokenID":"8961", "AccountCode":"EP8179234", "Token":"AB87E1D81559466E9165FCDA2B5B12C3", "AccountName":"CY FD TEST", "ExpirationDate":"11/22/2026 1:59:54 PM"}, {"TokenID":"8962", "AccountCode":"EP1519128", "Token":"EDB6D3FC1DE44A5C883BC718350C40BC", "AccountName":"CY TSYS TEST", "ExpirationDate":"11/22/2026 1:59:54 PM"}]
```

{% endcode %}

<figure><img src="/files/j99OTLE3c2W8dvKeKiz8" alt=""><figcaption></figcaption></figure>

## Manage Fees

To manage a Merchant's Fees, click on the *Manage Fees* link. Acknowledge the Disclaimer to view the list of Merchants.

<figure><img src="/files/V8s3dqkfSSur93QMKuzZ" alt=""><figcaption></figcaption></figure>

Click the go link next to a respective merchant to get to the edit screen, where you can edit fee type, rate, cards allowed and notations.

<figure><img src="/files/Sf3Iw3cio2tdBmLBIJsj" alt=""><figcaption></figcaption></figure>

## Reports

(Transactions, ACH Transactions, Cards on File, ACH on File)

Once you log in, you'll see a menu on the left with a *Reports* heading. Expand this to see all the subheadings. All pages in this section function the same way.

<figure><img src="/files/mfJv7tGCF7PGuXdJtxxy" alt=""><figcaption></figcaption></figure>

These pages allow you to filter all transactions (or COF) by date, txstatus,txtype and search by various field types. After adjusting your criteria, press the *Refresh Data* button to see the applicable reports.

<figure><img src="/files/nFDUM9fXwhc5lnYsevHE" alt=""><figcaption></figcaption></figure>

After finding the transaction or COF desired, you can click on the *Details* link to see the in depth information.

<figure><img src="/files/ZyKio5j2oYbpoIDUdprM" alt=""><figcaption></figcaption></figure>


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