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.

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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.

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Menu Options At A Glance

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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.

TabDescription
ManageManage Users, Locations, Device Transfers and System Notifications

NOTE: Partners can additionally manage other functions.
DevicesDisplays a summary of all devices.
ShipmentsDisplays incoming shipments.
TransactionsDisplays a summary of transactions including encryption and decryption status.
ReportsPOI 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.
EquipmentDeploy equipment (order equipment and check device status.)

NOTE: Partners can additionally create equipment requests.
Opt OutRetire all devices in your account so they cannot conduct transactions.

IMPORTANT: This option is restricted to Client Administrators.
DocumentationHelp files and videos.
Customer SupportSubmit a help request online and review help contact information.