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View Only Account: How to Create for Actum Portal
A merchant may provide access to the Actum Portal for a bookkeeper to assist with reconciling account activities. At the same time, a merchant may want to protect sensitive account information for their customers or strictly ensure that a bookkeeper’s only ability is reconciling activities within the Actum Portal. This section explains how to create a View Only Account.
1. Log in to the Actum Portal at https://merchant.actumprocessing.com. Refer to the Multi-Factor Authentication (MFA): How to Use via Actum Portal article for further login instructions.
2. Click on the username on the upper right side and select Manage Users.
3. On the User Management page, select Create.
4. Complete the Create User fields (Contact Name, Contact Email and Verify Email). Keep the remaining options the same and ensure Admin User is set to No. Then, click Submit.
5. On the Set Contact Name’s Privileges, select the radio button for Safe Reports.
6. Click on the applicable ParentID(s) in ParentID Selection.
7. Click Set User’s Privileges to finalize the creation of the View Only account.
