This section allows you to keep your contact and payment information up-to-date. This is the place where you can get details about your payments and reserves balance. It also lets you define and manage other users that may have access to your account.
1. Account Details – Company Profile and Contact Information
Under “My Account” section, choose “Account Details”. Merchants can upload their logo but it is not mandatory. The logo will be used in the checkout designer which supports dynamic elements (tags). One of this elements is the ‘banner’ tag. Using it will display your Company’s logo where you put the tag in the design. This is an efficient way to boost your brand name. Simply use this tag in affiliate offers, custom emails or branded client portal.
Having your contact up-to-date is necessary in order for Upclick to be able to contact you. Eventual affiliates that will promote your products will also use these contact details.
2. Payment Information
Having your payment information accurate and up-to-date is a must in order to allow Upclick to issue your payments. Upclick currently supports two options: Check and Wire Transfer/Direct Deposit. Please make sure the information entered in this section is accurate, so you avoid potential surprises of delayed or non-received payments. The payments are processed twice a month (1st & 15th of every month) if the minimum commission earned is at least 100 USD.
3. User Management
Under “My Account” section, choose “User Management”.
In this section, Upclick allows you to:
- Register other users to access different sections of your account by controlling their permissions and;
- Gives you the ability to change your password.
3.1 Create new users, groups, and user permissions
Depending on your level of integration with Upclick and the size of your company, you may want to have your own users accessing your account, eventually with different permissions. This requires having different usernames and passwords for every single user. With this tool, not only are you securing the access and information in your account, but you also control the user profiles and their rights in your merchant account. For example, you may have a group of users who can access the reporting section only.
This interface allows you to define groups of users who all have the same type of access. You have the ability to label them and choose the sections the group can access. The “User Management” section allows you to register new users, include them in specific groups, and control their account expiration.
Be sure you’re granting appropriate permissions before assigning a user to a trusted group that has access to the User Management Page.
In order to create new users with specific permissions, follow the steps below;
1) Create a group
To create a new group, simply click on “Group Management”.
Then click on “Add Group”.
Once you have clicked on the “Add Group” button, a window will appear where you can manage the group permission. Choose a group name and set up the permissions for this group. By defining permissions, you can control the access level of the users of the group.
When the permissions are set up, click on the “SAVE” button to save your changes.
A new group is created in your account. If you want to edit some permissions in the future, simply click on the group name to edit the group permissions.
2) Add users
When the group is created, you have to add users. Go back to the “User Management” tab and click on the “Add User” button.
Once you have clicked it, you will see the new window below.
Fill in the fields and add the new user to a specific group already created. Set up an expiration date for the new user and hit “SAVE” to save your changes. This new user will get the permissions defined in the group for the period of time you have just set.
You still have the ability to move a user from a group to another, change their information and/or change the expiration date of their permission by clicking on the user name on the list.
3.2 Change password
After registering with Upclick you will receive your account password by email. Your password will not expire, so you can update it at your convenience.
To change your password, under “My Account” section, choose “User Management” and then click the “Change Password” button.
Figure 5: Change Password button under "User Management"
We recommend you to change your password on a regular basis every three months. In case you forget your password, you may use the "Forgot Password" option from our main website. This will automatically generate a new password and send it to the email address used for registration.
4. My Account Statement
This section gives you a complete view of all your payments and their details. The statement contains all the revenues for different types of transactions, as well the fees and penalties or the commissions paid to your affiliates or re-sellers. A detailed daily report is displayed for your own convenience. You can browse, download and print any account statement retroactively.PDF and CSV formats are available for download.
5. My Reserves Statement
Similar to your Account Statement, this section gives you visibility on your reserves balance. It has downloading options in PDF and CSV format and printing options.