Setting Up Sub-Users

This Job Aid describes the steps to set up a sub-user account from your primary Core Management System login account.

 

1

Log into your main account

  1. Access the Epicor Payment Exchange Core Management System by typing www.coremanagementsystem.com/epx

  2. When the ‘Customer Login’ screen displays, enter your primary account’s Username and Password.

  3. Click Submit.

If you have forgotten your password, use the fields displayed on the right of the Customer Login screen to enter your Username (usually your Merchant ID) and the contact e-mail address under which your account is registered.  Then click Submit.

 

 

2

Access Sub-User Maintenance

  1. Click the My Account tab. For the main account, there should be two selections listed: “Account Settings” and “Sub-Users.”

  2. Click Sub-Users.

 

3

Select “Add Sub-User”

  1. From the Sub-User Management screen, click the link labeled Add Sub-User in the left navigation pane.

The Sub-User Management page displays existing users, names, email addresses, privileges, and the date in which the sub-user record was created. Check boxes also indicate whether the account is “Active” or whether it has been “Locked” due to too many unsuccessful login attempts. To edit or change an existing sub-user record, you must select “View” to the left of the appropriate Username.

 

4

Enter Sub-User information

  1. From the Add Sub-User screen, enter the required information: First Name, Last Name, and Email. You may also wish to add a phone number for the sub-user.

  2. The Active box should be checked by default. If it is un-checked, the user record will be created but the user will have no access.

  3. Under Sub-User Privileges, select the check box to the left of “Virtual Terminal” to allow the sub-user to access Virtual Terminal.  Choose the check box to the left of “Core Reporting” to allow the sub-user access to reports and electronic statements.  You may select both check boxes if you wish to grant access to both applications.

  4. Click Save to create the record. An email containing the new login and a temporary password will be sent to the sub-user’s email address.