Handpoint portal: Terminal Management System

Handpoint is proud to offer an online portal for Terminal Management System, the place to manage your merchants and their card readers. Please get in touch with us if you would like to learn more about it or you would like to gain access to it.

Introduction to TMS

The Handpoint portal TMS is a web-based terminal management system for easy setup and management of your merchants.

Who is it for?

It's meant for any organisation that needs to manage and onboard merchants on the Handpoint platform.

How is it used?

Within the Handpoint portal TMS, you are able to setup your merchants, terminals and to extract the merchant key (Shared Secret Key and/or API key).

Gaining access to Handpoint TMS

Access to the Handpoint portal TMS is provided to selected partners and is requested through your account manager.

The following basic information is needed to create a new partner profile:

• Partner’s name

• Name of organisation, company, etc

• Location information (Address, City, Zip Code, State and Country)

• Contact information (Phone number, Email)

NOTE: You will receive login information via email after your organisation has been set up in the TMS. An organisation might be provided with more than one login if to the TMS. This can occur if a reseller is supporting multiple SWPs or if an SWP is working with more than one processor.

Getting Started in the TMS - Front page

The TMS front page provides you with quick access to the most common actions you can take.

Open

TMS front page

From here you can create merchants and assign terminals, or go directly to your management view of your merchants and terminals.

• Create Merchant: This allows you to set up a new merchant.

• Assign Terminals to Merchant: This allows you to assign card readers to a specific merchant.

• Assign Terminals to Partner: This allows you to assign a bulk of card readers, so you have them available for assignation to your merchants.

User profile

Clicking the dropdown menu on the right lets you update your user profile.

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User Profile

Change User Password

We strongly recommend changing the password when Handpoint creates a new user for an SWP.
This is done by clicking on User Profile. It will require to enter the assigned password and the new one of your choice. Your password must be at least 8 characters long and include both numeric and alphabetic characters.

Management page

The management page provides you with a detailed view of your onboarded merchants.

From one single page, you can setup merchants, assign terminals, and access all the related actions. The information can be grouped by merchants or viewed as a list of terminals. The data can be filtered by different parameters using the top search bar.

Management Page Navigation

1. Information can be grouped by merchants or viewed as a list of terminals. In this case, the merchant view is displayed.

2. This is the hierarchical view of terminals assigned to merchants, starting with the most recent one.

3. Here you have a quick access to common action: create new merchants, assign multiple terminals, manage a group of terminals, generate a Report on the devices assigned to each merchant.

4. More dropdown and Edit Merchant:

   • More: Allows to generate and consult the available API Key of the merchant, Reset the merchant password and Delete the merchant.

   • Edit merchant: Merchant information can be updated here if needed, and below this, terminal information can be updated.

1. A list of your assigned/unassigned terminals can be found here. Contact Handpoint to have new terminals added to this list.

2. More dropdown and Edit Merchant:

   • More: Unassign terminal from the merchant

   • Edit terminal: Terminal information can be updated here if needed.
     
     

Searching and Filtering

The TMS comes with a powerful filtering tool to help you quickly find what you need. The results are presented dynamically on the screen. The search dataset is defined by the selected view (Merchants or Terminals). To see the complete list of results of your search, just press Enter.

Searching terminals: On the Terminals screen (click on the Terminals button on the page), simply enter part of the terminal's serial number into the search bar – the last 4 digits should suffice. The results list updates automatically when it finds data matching the criteria.

Searching merchants: On the Merchants screen (click on the Merchants button on the page), simply enter what you are looking for into the search bar – at least 3 characters. You can search by fields such as merchant's name, location, ID, category code, etc. The results will be updated automatically.

Configuring Merchants

Please note that the any change on the merchant’s configuration is effective immediately and might prevent your merchants from taking payments.

Depending on your agreement with Handpoint, you might need to create and configure the merchants to onboard them into the Handpoint platform. This can be done within a few minutes and with just a few pieces of information. Please contact Handpoint support team if you need to create merchants or refer to the specific section of this help centre.

Where is the merchant key?

• Partners with Native integrations or Standalone - the merchant key is found on the merchant profile as Shared Secret Key.

• Partners with Cloud integrations - the merchant key can be created when publishing the merchant. Remember to copy or download the Merchant API key at that moment, since afterwards it will not be visible. If necessary, you can create a new API key from the merchant page.

Locating the Merchant key: Shared Secret

The shared secret is the key to the merchants’ terminals – It is needed by the organisation responsible for storing the key on the behalf of the merchant. Typically it is the SWP’s responsibility.   The shared secret is a randomly generated string of text and is the same for all terminals assigned to a single merchant. It can only be edited by Handpoint admins.

1. To locate the shared secret click Edit Merchant next to the merchant listed on the management page. This will bring up the Merchant Information screen.

2.  Locate the Shared Secret as shown below. Click on the text to highlight it and Download or copy it.

Locating the Merchant key: API key (Cloud Integrations)

The shared secret is the key to the merchants’ terminals – It is needed by the organisation responsible for storing the key on the behalf of the merchant. Typically it is the SWP’s responsibility.  

The merchant API key can be created when publishing a merchant after its creation or edition. Remember to copy or download the Merchant API key at that moment, since afterwards it will not be visible. If necessary, you can create a new API key from the merchant list on the management page.

How to create a new API key? If you need to create a new API key for the merchant, navigate to the Handpoint APIs Configuration screen (it’s one of the options under the More menu). On this screen enter a name for the new API key and click Add Handpoint API Key.

Other sections on the Handpoint portal TMS

• Cloud - Get your API key

• Analytics - Get insights of your business and merchants' performance

• Support - Video explanation of the most common actions

To learn more about the above, please review the corresponding pages.

If you have any questions, please contact Handpoint support team: support@handpoint.com 📬