Getting Started
The P2PE Manager portal provides tools to help you manage your encrypted payment devices and maintain PCI compliance throughout the device lifecycle. Whether you're ordering new devices, transferring custody, or deactivating hardware, P2PE Manager supports your day-to-day operations and compliance efforts.
Bluefin’s P2PE solution encrypts cardholder data at the point of interaction using PCI-approved devices. That data is decrypted off-site in a secure Hardware Security Module (HSM), ensuring that no clear-text cardholder data ever enters your systems.
This guide is intended for Clients (Merchants) and authorized Partners; while most capabilities are shared, access may vary by role.
Terminology
Here are some key terms used throughout this guide:
- Partner
An organization that resells devices and services to merchants (clients). - Client
The end user (merchant) who uses devices to process transactions. - Location
A logical grouping that can represent either a physical site (e.g., Atlanta Office, Chicago Office) or an internal department (e.g., Front Desk, Cafeteria, Gift Shop).
Locations can be used to segment or “partition” a client for management and reporting purposes. - Custodian
The person responsible for maintaining device compliance.
This is not always the person actively using or installing the device.
The diagram below illustrates the relationship between partners, clients, and the Bluefin ecosystem.
Logging in
Account credentials for all new users, including system, key injection facility, partner, and client roles, will be delivered via email.
Follow the instructions in the email:
- Click the verification link in the email.
- Create a new password.
- Click Verify to finalize your setup.
Passwords
Your password must include at least one uppercase letter and one symbol.
Menu Options At A Glance
From the tabs at the top of the screen, you can access the following options.
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. |
Updated 3 days ago