P2PE Manager User Guide

Getting Started

All new users (system, key injection facility, partner and merchant) will receive their account credentials by email.

Follow the instructions in the email:

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Passwrods
Passwords must contain one uppercase letter and one symbol character.

From the tabs at the top of the screen, you can access the following options.

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Access Level
Depending on your user role, you might or might not have access to all options.

Tab	Description
Manage	Manage Users, Locations, Device Transfers and System Notifications NOTE: Partners can additionally manage other functions.
Devices	Displays a summary of all devices.
Shipments	Displays incoming shipments.
Transactions	Displays a summary of transactions including encryption and decryption status.
Reports	POI Chain of Custody, Client Summary, Client Transaction Summary, Inventory Summary, User Report, Device Activity, Device Receipt, Daily Report and Decryption Totals. NOTE: Partners can run additional reports.
Equipment	Deploy equipment (order equipment and check device status.) NOTE: Partners can additionally create equipment requests.
Opt Out	Retire all devices in your account so they cannot conduct transactions. IMPORTANT: This option is restricted to Client Administrators.
Documentation	Help files and videos.
Customer Support	Submit a help request online and review help contact information.