P2PE Manager User Guide

Getting Started

Logging in

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

Follow the instructions in the email:

  1. Click the link in the email.
  2. Create a new password.
  3. Click Reset.

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Passwrods

Passwords must contain one uppercase letter and one symbol character.

Dashboard

The Dashboard is the first screen you’ll see after logging in. You can also navigate to it by clicking the Dashboard tab any time. The dashboard displays a summary of your devices and other useful information organized in “tiles.”

The information displayed is dynamic based on the date range specified and includes the following information:

Dashboard Widget

Data Displayed

Transactions

Number of transactions including count of successful and failed decryptions

Clients

Number of clients and their locations. (Partners user only)

Devices

Number of Devices by State

Shipped Devices by Type

Number of Devices Shipped by Device Type

User Count

Number of P2PE Manager users in your account monthly

Device Locations

Number of Devices by Location (active devices by country)

Device Attestations

Number of Devices due for Attestation

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Number of Transactions

Number of Transactions doesn't display for branded versions of P2PE Manager. Only Partner Level Users will have access to Transactions in their dashboard.

The Notifications banner displays as needed when alerts from the administrator are published. (Refer to Notification Management for information about creating notifications.) After reading a notification, you can select it and then click Dismiss to remove it. To hide the banner, click Continue. To review unread notifications, click the red notifications icon in the top right corner to see a list.

From Manage > System Notifications you can also review notifications and Dismiss
them.From Manage > System Notifications you can also review notifications and Dismiss
them.

From Manage > System Notifications you can also review notifications and Dismiss
them.

If there’s a lot of data to summarize in any "tile", click the View button to populate the tile. Click the Expand icon, when applicable, to enlarge a tile.If there’s a lot of data to summarize in any "tile", click the View button to populate the tile. Click the Expand icon, when applicable, to enlarge a tile.

If there’s a lot of data to summarize in any "tile", click the View button to populate the tile. Click the Expand icon, when applicable, to enlarge a tile.

Menu Options At A Glance

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.


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