PayNearMe’s Agent Interface provides Customer Service agents with quick, secure access to consumer accounts. Agents can look up consumer bill and transaction data, print or send cash payslips to the consumer, make one-time, ad-hoc or scheduled payments on behalf of the consumer, and create and maintain recurring autopay schedules for the consumer. This guide provides step-by-step instructions for agents on how to access and make payments on behalf of your consumers. It also broadly details the capabilities and functions of the Agent Interface—some that may not be included in your custom integration. If you would like to add functionality to your integration, contact your PayNearMe Technical Account Manager.

Setting Up Your User Account

Your administrator will set up your user account with the appropriate permissions for your position. Once your account is set up, the Agent Interface will send you an email invitation asking you to set up login credentials.

The username for your login will be the email address your administrator uses to set up your account. Click the activation link in the email to set up your password credential.

Passwords must be 12 or more characters with at least one character from two of the following three groups:

• Upper and lower case alphabetic characters
• Numbers
• Symbols

After entering an acceptable and memorable password, click Activate. The Agent Interface displays your homepage.

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Homepage Variations

Your homepage may look different, depending on your specific permissions. If you think your user account is missing a permission that it should have, contact your administrator.

Updating Your User Account

Agents can update their display name and password on the User Settings page. To access this page, go to the user account button and select the User Settings option.

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Accessing the User Settings Option

This option cannot be selected from within the Agent Interface. This option is only available from the homepage of the Business Portal.

The User Settings page enables you to update the name that displays in the Agent Interface and the password you use to log in. The email address linked to the user account cannot be changed.

Using Keyboard Shortcuts

PayNearMe has added keyboard shortcuts to the Agent Interface so that agents can more efficiently perform common tasks while managing consumer accounts. This feature can be quickly added to your site by your PayNearMe Technical Account Manager. Use the following shortcuts when making payments on behalf of your consumers or sending Smart Links.