Control Panel Settings in Tricera Secure

Overview:

The Control Panel provides a centralized hub for managing your account settings and customizing various features. From here, you can configure essential settings such as email contacts, source management, generate API Keys for integrations, configure webhooks, customize receipts, and fine-tune other essential tools to fit your business needs. This customizable flexibility allows you to tailor your payment system to match your specific requirements.

Receipt Settings:

Receipt Settings control the email addresses receipts are sent to each time a transaction is processed.

• The configuration can be found under Control Panel → General Settings.
• Emails listed under Send Transaction Emails To will receive a notification for every successfully processed transaction.
• Emails listed under Send Transaction Error Emails To will receive notifications for transactions that encounter errors, such as declines, blocks or rejections.
• Errors may occur due to conflicting fraud controls or declines from the card issuer. Be sure to review the Transaction Result under Reports for more details.
• If you do not wish to receive any receipts a fictitious email can be entered.
  

If you would like to receive emails for only a specific source (e.g., Hosted Payment Page), you can enter a fictitious email address under Receipt Settings.

Then, navigate to Source Management, click the Pencil icon to edit the desired source, and add the email address for receipt notifications under the Email Merchant section. Click Save to apply changes.

Custom Receipts

1. Control Panel → Custom Receipts allows you to manage which fields appear on receipts.
2. Simply check the box for any field you want to display.
3. Use the Label option to rename fields to align with your business terminology (e.g., Surcharge can be renamed Service Fee).
4. Be sure to Save your changes.

Generate API Keys

API keys allow integrations to communicate with the gateway.

1. To generate an API Key navigate to Control Panel → Source Management and select + Create Key.
2. Create a Name for the source. This is utilized to identify the record within the gateway. 
   Ex: WooCommerce Shopping Cart
3. A Pin is optional and can be set to a value of your choosing.
4. Select Allowed Commands. These are the functions you would like to allow through this connection.
5. Confirm Payment Methods align with what you would like the integration to process.
6. Select Save

The API Key will generate beside the name you inputted on the source management tab.

Generate Tokenization Key:

1. Select Control Panel → Source Management → + Create Key
2. Set source key type to Tokenization
3. Create a Name for the source. This is utilized to identify the record within the gateway. 
   Ex: WooCommerce Shopping Cart
4. The Tokenization Key will generate beside the name you inputted on the source management tab.

Digital Wallet Settings

Digital Wallets are automatically supported when utilizing Invoices and Hosted Payment Pages. Effectively allowing customers to utilize their preferred payment method.

Digital Wallet Settings found within Control Panel can be utilized to configure Google Pay and Apple Pay for API integrations or to disable Digital Wallets within the gateway.