Creating Groups

Administration > Groups >

You create a new group by navigating to the ‘Create a New PayGate Desktop Group’ page. Using the Menu choose: Admin > Create a Group.

Creating a group is a restricted function. You must be logged into PayGate Desktop with an account that has the 'Create Group' role.

Name
When your users come to create payments they will choose a group from a list of available groups. To ensure they select the correct group you should name your new group with a short and descriptive name. Don’t use ambiguous names such as ‘Group 1’, ‘Group 2’, etc or you users may not know which group to choose and could select the wrong group.

The group name is limited to a maximum of 18 characters.

Description
This is an optional field that can be used to supply extra group information to your users. The group description can be a maximum of 999 characters.

Group Administrator
When you create a new group you must also choose one user to be the Group Administrator. The group administrator is a special role within a group and gives that user elevated rights within that particular group.

Group Administrators act as a sort of local administrator for the group and can determine all of the configuration settings of a group including member users, Service User Number, file importing, payment and submission limits.

Within the group the Group Administrator is a powerful role but they have no special rights outside of the group. You should select the user carefully – within a group the Group Administrator if more powerful than the Admin account.