Preparing for Portal
- The Portal rollout will be performed in phases. MyST users should expect to receive an email notifying them of the coming changes a few weeks ahead of Portal being made available to them.
- When it is time for your business to be enrolled, we will contact the MyST users using their registered email addresses with a link to sign in for the first time.
We recommend all MyST users ensure that their contact details with us are still up to date to ensure they receive the emails notifying when Portal is ready for them.
- Think of Portal as a separate system from MyST - User accounts, their permissions and other settings for Portal function independently from those in MyST. For example, changing your password on a Portal user account has no impact on any MyST account.
Portal enrolment
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When Portal is ready for enrolment, you will receive an email from no-reply@trustpayments.com with a link to sign in for the first time.
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Follow the on-screen instructions to complete the registration of your account on the new platform. You will be prompted to choose a secure password and also to set up multi-factor authentication.
While you will already be familiar with two-factor authentication as this will follow a similar process as used today in MyST, Portal will enforce two-factor authentication for all users. For further information, please refer to this guidance.
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After you have completed the above, you will be presented with this landing page - click "Portal" to complete the setup and sign in:
We recommend bookmarking the following URL to allow you to sign in to Portal directly in the future, bypassing the landing screen shown above:
https://portal.trustpayments.com/
If you encounter any problems during the onboarding process, please contact our Support Team for assistance.
Your new Portal
Now you're signed in, let's walk through the basics:
Navigation
Much like MyST, the side-bar on the left of the page allows you to navigate between the different functions:
Dashboard
This is how you get to the dashboard page, which provides at-a-glance statistics regarding the recent performance of your site references.
Chargebacks
This is a new page that allows admins to view recently-incurred chargebacks.
Sites
This page is for searching for and managing site references assigned to your user account.
Payments
Virtual terminal and Pay by Link pages can now be found under Payments!
For users with the permissions to process transactions, this drop-down is the new home for Virtual Terminal, Payout terminal and Pay by Link. This is also where you can pay your invoice for use of our gateway services.
Settings
User search page can now be found under Settings!
This is where you can view and manage users. In functionality new to Portal, you can also create and manage Access Groups.
Profile
Display options can now be found by clicking the icon above any search result table.
The username currently signed in is displayed in the top-right. Click this to view details regarding your user profile or sign out.
About Access Groups
The ability to create and assign Access Groups is a feature new to Portal. An Access Group is a collection of related site references that have been grouped together. Admins can assign these groupings to their users, allowing them to assign a large number of site references in a single step. Each user can be assigned one Access Group. Site references can be added/removed from an Access Group at a later time, automatically updating the access from all assigned users.
To manage Access Groups, admins can click "Settings" from the side-bar and then "Access Groups". Click here to learn more.
The IP last used to sign in to your Portal user account and the date/time your account was last accessed are no longer shown in the side-bar. To view this information, visit your profile, by clicking your username in the top-right and then "Profile".
User management in Portal
Administrators are responsible for activating their MyST users on Portal. This process involves emailing a link to your users that they can follow to sign in to Portal for the first time.
Timezones
Portal can be configured to reflect your local timezone. e.g. When viewing transaction details, timestamps are shown in your preferred timezone rather than GMT.
To change your timezone, click your username in the top-right and then "Profile".
From your profile page, click the Timezone drop-down and choose your preferred timezone. Once selected, the page will immediately refresh and from now on, all timestamps displayed will be shown in your selected timezone.
You can always view the timezone in GMT by hovering your cursor over a time displayed on screen.
Searching for transactions and generating reports
While the process of performing a transaction search or generating a report is largely unchanged from MyST, there are some changes and improvements you should be aware of:
When you click the Date drop-down, you will be shown the new date-picker, allowing you to select a range of dates.
- On the left side, you can click a date on the calendar to select a single day and then click another date to select a range that spans both dates.
- On the right side, you can type in precise date and time values if preferred. The drop-down in the top-right allows you to quickly select pre-defined ranges, e.g. "Today", "Yesterday", "This week", etc.
Click the "Advanced" button to specify additional filters to further narrow your search, and to specify additional fields to be displayed in the search results table.
When filters have been selected, the "Show Selected" button will be displayed. Click this to view a list of applied filters.
You can click the table headers in the search results to change the sorting. Or click the icons on any given column to move columns left and right, hide them from view or freeze to keep columns visible when scrolling left and right.
You can quickly rearrange the order of columns displayed by clicking a column header in the table and then dragging it either left or right into your preferred position.
Click the icon above the search results table to change the table display options.
After performing the search, you can click the "Export" button above the table to export the records returned in CSV or XLS format. Downloaded files can be used to import the data into your own system or open in your spreadsheet software of choice. Files are now downloaded in the background, so you can continue to use Portal while you wait. Once the download is ready, you can click the provided link shown in the pop-up in the bottom right to complete the download. All downloads are valid for 24 hours before expiring. Click here to learn more.
