2Checkout allows you to create Restricted Users that can access your 2Checkout account but with limited permissions.

As a Restricted User, softWORKZ Technical Support can help you quickly configure your 2Checkout Products and account to connect to software_DNA, and provide any other assistance required to ensure a smooth integration.

You control the permissions allowed to this account and can remove it at any time.

To create a Restricted User account in 2Checkout:

• click on the Settings icon (top right-hand), and select User Management
• select the View Roles tab, and click on Add Role
  
• in the Add Role page, enter a Role Name (ex: softworkz) and select the following privileges:
  • All the Setup privileges
  • None of the Account Settings privileges
  • None of the Marketing Tools privileges
  • None of the Partners Management privileges
  • The following privileges from the Orders & Reports:
    • View and search estore order data
    • Customer Support - estore
    • Blank and partial searches for estore
    • API Logs
    • Subscription management
  • Click on Save
  
• once the Role is defined, click on the View Users tab, and click on Add User
  
• enter the following information:
  • for User Name, we recommend the following to ensure it is unique:

    <your company name>@softworkz.com

  • for Email : support@softworkz.com
  • for Name, you can use Support, softworkz
  • Select the role defined above for softworkz
  • Let 2Checkout generate a random password
  • Click on Save
  

Once created, 2Checkout will send out an email to softWORKZ with the account access information