Getting Started

The Portal Section of the documentation guides you through the layout and functionality of the pages within SmarterPay Cloud.

Some pages displayed, and some items on those pages, shown within this Wiki may not be visible to certain users of this software, as smarterPay Cloud is a permission-based system, allowing Administrators to allocate Appropriate Access for each of their end users.

The following sections contains useful information regarding SmarterPay Cloud.

Note: SmarterPay Cloud does not support Internet Explorer (Microsoft Internet Explorer, Windows Internet Explorer, IE, or MSIE).

Section
Maintenance Mode
Login Page
Resetting Your Password
Top Bar - Main Page
Top Bar - Settings Page
Global Search

Maintenance Mode

When SmarterPay Cloud is in Maintenance Mode, for example when updates are being applied, the following page is show.

The dates for SmarterPay Cloud updates are published on the login page and sent via email in advance.

When you navigate to https://smarterpaycloud.com/ you are presented with the Login Screen.

Any notifications will be displayed under the “Welcome to SmarterPay Cloud” header.

Actions

Action	Description
“Login” Button	Enter your username and password and then click the “Login” button to gain access to SmarterPay Cloud.
“Forgot Password” Button	Starts the Password Reset Process.

When a user logs into SmarterPay Cloud the appropriate MFA checks are performed, as per the user's profile and MFA expiration settings.

A minimum of one factor is checked, by default “Memorable word”, but the profile could be set to use all available factors.
If all factors are selected then the order of the MFA checks are as below.

Email Authentication

If the user's MFA is set for Email Authentication the following dialogue box is displayed:

The user will be sent an email, to the address in the users settings, containing a one time code.

This code needs to be entered into the “Authentication Code” text box and the “Submit” button clicked to continue.

Memorable Word

If the user's MFA is set for Memorable Word the following dialogue box is displayed:

The relevant characters from the memorable word should be entered into the appropriate boxes and the “Submit” button clicked to continue.

Authenticator App

If the user's MFA is set for Authenticator App, and the app has already been setup, the following dialogue box is displayed:

The code, from the appropriate app, needs to be entered into the “Enter Unique code” text box and the “Submit button clicked to continue.

If the app hasn't been setup yet the following dialogue box is displayed:

Follow the instructions, displayed on the dialogue, to setup the app.

Your password can be reset in a few different ways.

From the Login Page you can click "Forgot Password".
From the "User Settings" Page you can click the "Password Reset" button.
An Expired Password will trigger a Password Reset on Login to the Cloud.

The Top Bar has functionality related to the set of pages that you are currently on. Clicking on your name displays other available options.

Main Page

Actions

Available actions, subject to permissions, are:

Action	Description
Search Area	Performs a Global Search for the entered text.
Quick Actions	Displays Quick Action Links.
Settings	Takes you to the Settings Pages of SmarterPay Cloud.
Logout	This Logs you out of SmarterPay Cloud and returns you to the Login Page.

Quick Actions

Available quick actions, subject to permissions, are:

Quick Action	Description
Payment Wizard	Starts the Payment Wizard.
Ecommerce Link	Click to define and generate Ecommerce Link. More Information 1) On clicking the “ECOMMERCE LINK” button the “Generate or Send Your Ecommerce Links” page is displayed. 2) Clicking on the “Ecommerce Page” dropdown will display all Ecommerce Pages that are available to select. Notes: Ecommerce Page Setup with a “Link Type” set to “One link to send to multiple customers” (Generic links) will not be selectable from here. The link will only be available in the Ecommerce Page Setup record. Only Ecommerce Pages relevent to where the Ecommerce Link was called from will be displayed, for example, clicking the “ECOMMERCE LINK” button on a Mandate will only display records setup as “I will provide a mandate ID”. 3) Click on the Ecommerce Page that is required and the relevant fields are displayed Each link generation page may look different, based on the setup of the Ecommerce Page that is selected, as there can be different mandatory fields and override options. For example, in the above image the “Payment Amount” field is mandatory, but it's value can be overriden. Another example, in the above image, is the “Start Date” for the Schedule - it is not a mandatory field, and the system will automatically calculate the Start Date, but it can be manually entered if needed. Notes for “Return URL“ The link must start with "https://" and be no longer than 2048 characters. The link cannot contain a parameter called “page”, as this is always appended to the url. The “page” parameter contains the Ecommerce page record id used to signup. The link cannot contain a parameter called “payment”, as this will be appended to the url if the link is created from an existing record. The “payment” parameter contains the payment link record id used to signup. Note: In the above example the “Ecommerce Link” was called from a Customer Account record and therefore the “Customer Account ID”, that this Ecommerce Page needs, is automatically known and populated in the field. If the “Ecommerce Link” was called from the Ecommerce Page, or the Quick Actions menu, the Customer Account ID would be unknown and therefore would need to be provided manually. 4) Once the form has been checked, and changed as needed, click the “GENERATE LINK” button to generate, and display, the link details. The URL can be copied and sent to your customer to use. The Link can be found again under the Ecommerce Links Tab for the Ecommerce Page Record.

Actions

Available actions, subject to permissions, are:

Action	Description
Home	Takes you to the Main Pages of SmarterPay Cloud.
Logout	This Logs you out of SmarterPay Cloud and returns you to the Login Page.

A search of the system can be initiated by using the Search area on the top bar.

For example, if the name of “hetfield” was typed into the search area and the spyglass icon clicked, any records would be returned under their respective sections.

Clicking on the relevant link will take you to that Record.

Getting Started

Maintenance Mode

Login Page

Actions

Multi-Factor Authentication Login Process

Email Authentication

Memorable Word

Authenticator App

Resetting Your Password

Top Bar

Main Page

Actions

Quick Actions

Settings Page

Actions

Global Search