DiVert BackOffice User Guide
This document details the functionality available in Backoffice for DiVert merchants. The merchant interface (URL) to be accessed depends on the acquirer in which the merchant has an agreement with.
Core Functions in Backoffice
The merchant portal Backoffice allows for the following core functions
- Management of User
- Creation of users
- Transaction Types allowed per user created
- Backoffice functionality views allowed
- Applications permitted on a user created
- Transaction Reports & Listing & Lookups
- Recon Reports
- Blacklisting of cards
- Customise payment request page with Merchant’s Corporate Identity.
- Create Transaction Requests
- Process Subsequent Transactions (Refunds)
Merchant Interface Functionality
Login
Purpose - To log in to the secure BackOffice Website, login credentials are emailed to the merchant during taken on process by the acquirer.
Action:
- User Group - enter your Billing Details ID
- User Name - type in Administrator
- Password - this is the Administrator password sent to you with the Billing Details ID by email. Copy and paste it from the email.
Welcome Page
Purpose - Reflects who is logged in and provides the menu options which the logged in user is able to access or use.
User Manger
Manger the user on your back office
Add User
Purpose - To add/capture the details for a new user
Action:
Hover over to Users. The following screen will appear.
Select “Add New User” Fill in all the mandatory fields (marked [*]) and click on “Save changes”. A resultant message will be displayed.
Edit User
Edit – General details
Purpose - To edit/change any of the user information previously captured, or to suspend a user from having access to BackOffice
Action:
Hover over the users’ profile and select on the user’s icon. 
Select the Edit button
Make the changes on the Users profile and click Save Changes to action the change.
Please Note:
To change Password of the user to a new one, select either Change Password or reset Password
You can make changes to the Users existing profile. To suspend / disable an users access to BackOffice, navigate to the ‘Enabled’ tab and click on the Radio button. This will suspend / disable the users access. Click on the Save Changes to action the changes.
Service Functions
Purpose – Based on the functions that the user has been granted on a particular product these parameters determine the functions to be made available pertaining to the product access a user has.
Action:
Tick on the relevant functions a user is enabled to perform within Backoffice for a particular product.
Save Changes once completed.
Service Parameters
Purpose - To allocate the functions within BackOffice in which you (the Administrator) want to allow the new user to have or not have access to
Action:
Select Users, select a particular user, and then select Service Parameters, based on the products used by the merchant choose Yes or No to a particular access rights and limits.
Save Changes once done.
Application Parameters
Purpose – This function is used to allocate application ID(s) that a User is only allowed to have access to. This application refers to specific product and what a merchant uses to process transactions through iVeri.
Example below indicates that when you select a particular Application ID an Administrator can configure what functions can this user perform in a particular Application ID. If no function is associated to an Application ID, no access is granted to that user.
Administrator can configure what Transaction Types a user can perform on a specific Application ID.
If no Transaction Types are configured for a user, the user will be unable to process transactions for any of the Application IDs.
Action:
Select the product and Live Application IDs you as an Administrator would like a user to access and configure per product, the Transaction types a user can access by ticking the applicable box under Transaction Types.
Save Changes once complete.
Administrator Password Reset
Purpose – This is used when an Administrator would like to reset their existing password.
Action:
From the menu, select the Administrator area and choose the option to change password.
It is recommended that you use Alphanumeric and Special characters to ensure the password strength meter indicates a strong password.
Save Changes once completed
Reset Password
Should a user have forgot their login password to BackOffice, navigate to the ‘Forgot your password?’ link.
The system will request you to enter your User Group / Merchant Profile ID and Username.
Once the user clicks on submit, a notification will appear that the user will receive an e-mail notification. The e-mail notification will contain a link that the user will access to change their password.
Now that the user has clicked on the link, they will be redirected to the BackOffice Reset Password page. Enter and confirm the new password. Lastly to action the new password change, click on Reset Password tab.
The following notification will appear on a successful password change.
Dashboard
Purpose – The dashboard provides the Merchant with a summary or snapshot of Sales, Transactions and Transaction statuses within a set period of time. Depending on the needs of the Merchant, the dashboard is customisable by dragging and dropping the relevant widgets on the dashboard.
DiVert
DiVert is an instant remote payment solution for Merchants processing Card Not Present transaction requests to cardholders that utilise their services.
How does DiVert work?
A client receives an e-mail request with a link. When clicked, the client is redirected to a secure payment page where a payment is made.
Transactions
Create Transaction Request
Purpose - This function allows you to create a request for payment to be sent to cardholder
Action:
On the main menu bar, select the DiVert menu, Select Transactions and click on Create Transaction Request. 
Action:
Select the relevant Application ID. A Capture Transaction screen will be displayed
Purpose - This function allows you to create a request for payment to be sent to cardholder
Action:
On the main menu bar, select the DiVert menu, Select Transactions and click on Create Transaction Request. 
Action:
Select the relevant Application ID. A Capture Transaction screen will be displayed
Action:
Complete the details on the capture page and click Submit. A resultant page will then be displayed.
Once completed the Submit button is selected and the below Pop up screen will be displayed.
View – Pending
Purpose - view the list of Pending transactions for a selected Date or Period in order to check these against your confirmation emails or to view ALL details related to individual transactions.
Pending Transactions may result, where a transaction request was created, but payment has not yet been actioned by the cardholder.
The user is able to view pending transactions as a means to follow up with a cardholder.
Action:
In the menu bar, select DiVert, View, and then select Pending.
Choose an Application ID
Choose a Date Criteria and select Search
Action:
Click on Cancel to delete the transaction or Edit to change the cardholder email address.
View - Successful
Purpose - To view the list of Successful Transactions’ for a selected Date or Period in order to check these against your confirmation emails or to view ALL details related to individual transactions.
Action:
In the menu bar, Select DiVert, Transactions, View Successful. Click on the Application ID you wish to view Successful Orders for. Select the Date or Date range and click on Search. This will bring up the following pages for viewing.
Choose a date and select Search
The Administrator or users who have been granted the necessary access will be able to view all successful transactions for ALL users.
Action:
If a user wants to view the details (above) of the transaction, edit is selected to see more information pertaining the transactions
View – Authorisations
Purpose - To view the transactions for which you originally only obtained an Authorisation. This allows you to now use that Authorisation code to Debit the cardholder by doing a Subsequent Transaction to debit the cardholder and obtain the money in your bank account.
Action:
In the menu bar, Select DiVert, Transactions, View Authorisation. Click on the Application ID you wish to view Authorisations. Select the Date or Date range and click on Search. A list of transactions will be displayed
Choose a date and select Search
View – All Transactions
Purpose - To view a list of all transactions performed for a selected Date or Period.
Action:
In the menu bar, select DiVert, Transactions, View All Transactions. Click on the Application ID you wish to view Transactions. This will bring up the list of ALL transactions performed for your selection.
Subsequent Transaction
Purpose - Subsequent transactions allows a user with the correct permissions to further action a transaction that has been successfully processed. You can change the transaction type to Authorisation to a Sale or a Sale to a Refund.
Action:
Click on the appropriate Application ID in which you can view transactions that have been processed. Once the transactions details are displayed you, perform refunds, or do a debit
Action:
Select the Date on which the original transaction took place from the drop down menu or select a period if you are not sure of the exact date and click on Search. This will bring up a summary list of all the transactions which match your search selection.
Action:
Scroll through the summary list until you find the transaction you want to take the action on. To make sure that it is the correct transaction, click on the Details button on the right to bring up the full details of the transaction.
Once edit is selected click on submit to continue the refund on the particular transaction. As you can see the transaction automatically goes to refund.
If this was an Authorisation transaction, under transaction type, you could also use this subsequent transaction option to authorize (Bank) the Authorized transaction by selecting Authorize Sale under Transaction Type
Report – DiVert Trading
Purpose - To view a list of all transactions performed for a selected Date or Period.
Action:
In the menu bar, select DiVert, Transactions, View All Authorisation. Click on the Application ID you wish to view Transactions. This will bring up the list of ALL transactions performed for your selection.
Purpose - To print a report of processed transactions on a specific Application ID.
Action:
In the menu bar, select DiVert, Transactions, Reports, DiVert Trading Click on the Application ID you wish to view Transactions. This will bring up the list of ALL transactions performed for your selection.
Choose a date and from the user tab, please select from the dropdown ‘All’. This will ensure that the report extracted will include all users who have created transactions.
Choose the applicable form to download the Trading’ report on a particular Application ID
Divert- Batch-View Batch
Purpose: Merchants can view all Divert Batch files that have been uploaded
Action:
On the main menu go to Divert-Batch- View Batch
Action:
Click on the relevant Application ID used on the Divert Batch file
Action:
Select the date range and click Search. All the Batch Uploaded will be displays with the status (errors, or successfully uploaded or processed message), it will indicate the progress that the Divert batch file has made.
Batch – Download File
Purpose - Used by merchants upload the Result file of the Divert Batch uploaded in 5.8. The result file can be downloaded either by application ID or by File name.
Download By application ID
Action:
On the main menu go to DiVert – Batch – Download File – By Application. Click on the Application ID (test or live) used during the creation of the Divert batch file
Action:
Select the Date period in which the file was uploaded in, Click “Search”
Action:
A list of Result files by Application ID will be will displayed, click on “Download” on the relevant file.
Download by File
Action:
On the main menu go to DiVert – Batch – Download File – By File
Action:
Select the Date range, click “Search”; Click on the File name, the file will start downloading
Divert – Batch- Upload File
Purpose - Used by merchants to upload Divert Batch payment requests to be sent to cardholders. An XML file based specification on how to create Divert Batch can be downloaded from http://forum.iveri.com.
Action:
On the main menu go to DiVert – Batch – Upload File
Action:
Click on Choose File to select the file saved on your directory to be uploaded and Click Submit.
This is the message indicate that the file is uploaded.
Configure Application
Purpose - Configuring your application is important. Configuring your application needs to take place before a user is able to create a transaction request. The user would need to configure:
- If E-mail confirmations can be sent to a cardholder.
- Confirm the E-mail address confirmations are sent to and from.
- Receive a copy of the payment request that has been sent to the cardholder.
- Customise the message on payment page.
- Customise the message on payment request e-mail.
- Link Merchants Terms and Conditions
- Show Associated Logos
Action:
On the main menu go to DiVert – Configure Application.
Action:
Click on the Application you want to configure, i.e., either the Test or the Live.
To make the relevant changes, click on Save Changes.
Please note:
1. The Administrator can add specific user email addresses to receive confirmation emails when payments are made by the cardholders
• Select whether to send email confirmation “to user that created the request”. This will allow the user created by the Administrator to receive transaction confirmation emails Alternately, provide a different email address on the text field below
• Select whether to send email confirmation to Cardholder and capture the address to 'send from'
2. Customise payment request message to cardholder. DO NOT change content that is between $ signs.
Show Association Logo:
Here the administrator will select the applicable card association logos that will appear on the secure payment page. The card associations selected must reflect the card associations as per the merchant agreement.
Click on the card association. To select more than one association, proceed to hold in the 'CTRL' button on your keyboard, while making the selections.
Terms and Conditions
Configuration Purpose – Two show how a merchant can configure the terms and conditions. There are two ways in which this is possible - Free Text – Terms and Conditions Message or Merchant URL Link
There are two ways in which the merchant can configure how they would require their clients to accept terms and conditions. Where applicable, merchants must present their terms and conditions and must be accepted by the client before a payment is made on the payment page
URL Link – Terms and Conditions Message [Placeholder]
The below section allows the merchant to configure their website URL Link that holds the terms and conditions. When the merchants URL Link is configured, the terms and conditions can be viewed by the client on the payment page and must be accepted before submitting the payment.
NOTE: Once the client reads through the terms and conditions, they would be required to select a tick box on the payment page and acknowledge before completing a payment online.
Free Text – Terms and Conditions Message [Placeholder]
This section allows the merchant to configure their own terms and conditions according to the way they wish to present it to their client, this is a free text field that requires manual entry.
NOTE: Please do not use special characters. Once the client reads through the terms and conditions, they would be required to select a tick box on the payment page and acknowledge before completing a payment online
Payment Page example that includes Terms and Conditions
Below is where the client would need to click the text “terms and conditions” and read accordingly, then select the tick box to agree, then submit payment.