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Michael Buckley

I work on the Technical Specialist team based in Bangor.

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Activity overview

Latest activity by Michael Buckley
  • Michael Buckley created an article,

    Getting started with the Rule Manager

    The Rule Manager allows you to create your own customised Rules (or activate/deactivate pre-defined system rules) on your site references. For example: Send email notifications to you and your cu...

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  • Michael Buckley created an article,

    Rule management

      Rule identifiers There are two types of Rule identifiers supported. It is important to understand the distinction between these two types, as this can affect how Rules are triggered and how the...

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  • Michael Buckley created an article,

    Condition management

    This page explains how to manage Conditions that form part of a Rule configured in the Rule Manager. Remember: A Condition defines the circumstances under which an Action will be performed.   R...

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  • Michael Buckley created an article,

    Action management

    This page explains how to manage Actions that form part of a Rule configured in the Rule Manager. Remember: Trust Payments will perform an Action when all criteria of a Condition have been met. ...

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  • Michael Buckley created an article,

    Edit access group

    By editing access groups, you can quickly change the references accessible to all assigned users.   Required user roles Admin   How to access Select “Settings" and then “Access Groups” from th...

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  • Michael Buckley created an article,

    Introduction to Portal access groups

    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 referenc...

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  • Michael Buckley created an article,

    Managing access groups

    You can use the “Access Groups” page to view and manage your access groups.   Required user roles Admin   How to access Select “Settings" and then "Access Groups” from the left navigation bar....

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  • Michael Buckley created an article,

    Adding access groups

    You can add access accounts to streamline the process of assigning multiple site references to single users.   Required user roles Admin   How to access Select “Settings" and then “Access Grou...

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  • Michael Buckley created an article,

    API Management

    For purposes of automation, we provide additional user roles that can be used to interact with our Webservices API to retrieve transaction data without the need to sign in to Portal.   You cannot...

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  • Michael Buckley created an article,

    Downloads

    You can view and manage ongoing downloads from the transaction search and reporting screens.   Click here for info on downloading transaction search results.   Click here for info on downloading ...

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