Managing users within internet payments

The following section covers the management of users with the internet payments section. This includes how to link a users internet payment accounts with their Fusion account, and how to sync their balances across accounts.

Linking an account

If a user with an MIS ID is present in both their Fusion and internet payments account the system will automatically link the two accounts when the payment provider is set up and the Run function is performed. However, if this is not the case, the users Status will be unmatched, and their accounts must be linked manually.

To manually link an account:

1. Select a user from the user list by left clicking.
2. Press the Link account button on the right hand side of the screen.
   
3. The user selection screen will be displayed. Use the filters to find the user you wish to link. In this example we previously selected “Cara Bateson”, so type “Bateson” in the Name filter text box.
   
4. Left click the user account you wish to link, and press the Select button in the bottom right hand side of the screen.
   
5. A prompt will ask for confirmation. Press Yes to link the accounts.
   
6. The Fusion account and internet payment accounts will now be linked.

*Multiple users can be linked at once by using ctrl-left click or shift-left click during both instances of user selection.

User warnings

A user may have a yellow warning sign next to their name in the users section of internet payments. In the example below the system has identified a possible mismatch due to the class names not matching between Fusion and the internet payments provider.

A warning may not be relevant, in which case the Acknowledge Warning function can be used to remove the warning sign.

To use Acknowledge Warning:

1. Select the user(s) you wish to acknowledge a warning for.
2. Press the Acknowledge Warning on the right hand side of the screen.
   
3. The warning sign will no longer be present against that user’s name.

Balance sync

A user may have a discrepancy between their balance on Fusion and their balance on their internet payments account due to a recent payment or transaction. To make sure the accounts have the same value a Balance sync can be performed.

To use Balance sync:

1. Select the user(s) whose balances you wish to sync up.
2. Press the Balance sync button on the right hand side of the screen.
   
3. Press OK on the pop up that appears.
   
4. Now, use the Run function.
   
5. The internet payments account balance will now match with that of Fusion.