How to log in to Merchant Portal?
This article focuses on the log in with multi-factor authentication of users to gain access in the Merchant app.
What is Multi-Factor Authentication?
Multifactor authentication adds a layer of protection to the sign-in process. When accessing accounts or apps, users provide additional identity verification, such as scanning a fingerprint or entering a code received by phone or email.
Multi-Factor Authentication via E-mail
Receive OTP (One Time Password) via email
A one-time password (OTP), also known as a one-time PIN or dynamic password is a password that is valid for only one login session or transaction, on a computer system or other digital device.
Go to the Merchant Portal by accessing the merchant portal URL.
The user has to enter and submit the username (can use either User Code or Email) and the password (or the passcode).
2. The user will be redirected to the new page where the user has an option to select where they want to receive the OTP.
Select the Email from the menu.
The One Time Password is sent to the registered email of the user trying to log in. Make sure to remember the email used during the registration of your account in the Merchant App.
3. Go to your email inbox and look for the email with the subject header “ HFSP OTP”.
4. Enter the 6 digit password in the OTP field.
The One Time Password is only valid for 5 minutes. The user has to trigger resend the OTP to receive a new password.
5. Click the Verify button to proceed with logging in.
You should be able to login successfully to the dashboard.
Multi-Factor Authentication via SMS
Initially, the SMS is not yet included in the options as the Merchant Owner or the user has to add first their mobile phone number in the Users Management page.
Enable Multi-Factor Authentication via SMS
1. Once logged in to the Merchant App, click the Settings menu from the navigation bar and click the Users & Roles.
2. From the User Management list, edit the user info by clicking the pencil icon of the user row under the Actions column.
The PHONE NUMBER format should have the :plus: sign at the beginning of the number.
Ensure the correctness of the mobile number and follow the correct format for you to successfully receive the OTP.
3. Click the Save button to save the changes on the user information.
By successfully saving the user information with the valid phone number, the SMS will be included on the options when you next log in.
Receive OTP (One Time Password) via SMS
Go to the Merchant Portal by accessing the merchant portal URL.
The user has to enter and submit the username (can use either User Code or Email) and the password ( or the passcode).
2. The user will be redirected to the new page where the user has an option to select where they want to receive the OTP.
Select SMS from the menu.
The One Time Password is sent to the registered contact number of the user trying to log in.
3. Look for the new SMS sent to your contact number with Sender “ ALRT”.
4. Enter the 6 digit password in the OTP field.
The One Time Password is only valid for 5 minutes. The user has to trigger resend the OTP to receive a new password.
5. Click the Verify button to proceed with logging in.
You should be able to login successfully to the dashboard.
Resend One Time Password
You can resend OTP anytime. Note that when you trigger resend OTP, the old OTPs will no longer be available.
Click the “ Resend One Time Password” to send a new OTP to your email.
2. A toast message will display once resending OTP is successful.
To login successfully, make sure to use the recent, newest OTP received. |
Multi-Factor Authentication via Microsoft Authenticator
What is Microsoft Authenticator?
The Microsoft Authenticator is an app that gives you easy, secure access to online accounts, providing multi-factor authentication for an extra layer of security.
Initially, the Microsoft Authenticator is not yet included in the options as this needs to be enabled first by the logged-in user in their User Profile.
Enable the Microsoft Authenticator
You will need your smartphone with you when enabling the Microsoft Authenticator.
2. Under the Personal Details section of the User Profile, you will find a button with the label “Enable Microsoft Authenticator”.
- Click the Enable Microsoft Authenticator button to open a modal with instructions.
- A modal displaying the instructions will be opened. Read and follow the step by step carefully.
Open the Google Play Store (for Android users) or the App Store (for iOs users) from your mobile phone and install Microsoft Authenticator. (if you already have the application in your phone, skip this step.)
3. Open the Microsoft Authenticator app and click the Add Account button.
4. Select “ Other Account” from the options. The app will open the scanner for you to be able to scan the QR code that you see in the Merchant App screen.
5. Scan the QR Code from the Merchant App screen using the Microsoft Authenticator app.
Once the app scanned the QR code successfully, the CashJar account will be added to the list of your accounts in Microsoft Authenticator.
6. You will see a 6 digit password code under the CashJar account.
- Enter the 6 digit password code displayed in the Verification Code field displayed on the Merchant app screen.
Every One-Time password code has 30 seconds expiry. Enter the code before it expires. A timer is displayed per code in your Microsoft Authenticator tool.
7. Click the Verify My Code button.
Once you see the Code Verified text, you have successfully enabled the Microsoft Authenticator.
The Microsoft Authenticator Tool will now be included in the options when you next log in to the Merchant App.
Log in to the Merchant App with Microsoft Authenticator
1. Go to the Merchant Portal by accessing the merchant portal URL.
The user has to enter and submit the username (can use either User Code or Email) and the password (or the passcode).
2. The user will be redirected to the new page where the user has an option to select where they want to receive the OTP.
- Select Microsoft Authenticator from the menu.
The One Time Password is displayed to the added account in your Microsoft Authenticator.
3. Enter the 6 digit password code in the OTP field.
The One Time Password Code from the Microsoft Authenticator is only valid for 30 seconds.
4. Click the Verify Code button to proceed with logging in.
You should be able to login successfully to the dashboard.