Test Profile vs Live Profile
Once you sign up for a Clickpay merchant account, the initial setup is a Test profile, which is automatically created once you register.
This allows for things such as integration work and getting familiar with the operation of the system to happen in parallel with completing and submitting your application and then being processed.
Once a merchant has been approved, a Live profile is created. The merchant can now switch between the Test and Live profiles at any time, both at the merchant dashboard level and within the integration to the system.
The Test profile will always remain active, allowing the merchant to do any additional integration work or testing they may want at any time without affecting their live processing.
All transactions are segregated at the profile level.
To differentiate between your Test and Live profile, you can see a label next to your profile highlighting the type of your profile.
To switch between your Test and Live profiles, you can click on the branch icon on the top right corner of the screen, as highlighted in the below screenshot.
Note: Test profiles, can accept Test Cards only.
Each merchant can have more than one user (login) associated with it. Each user associated with a merchant can be given a specific role and set of permissions, which controls what that user will be able to do when they login.
In the Team panel, users can add team members and assign roles to developers and other processing functions.
For example, a user may be given a Developer role where they can access the developers section in the merchant dashboard, which is need to get the integration keys and setup other integrations configurations but would not have any access to the accounting system, the transactions or teams sections. A finance role would be able to see transactions and the accounting system.
There are several different roles with different abilities, and additional roles can be created if required.