PayPal Payflow Pro User Management

VIDEO TRANSCRIPT | Recorded: 2024-03-27 | Verify against current system state

Abstract¶

Step-by-step walkthrough of adding and removing users from the PayPal Payflow Pro portal. Covers the 4-part login process (partner, merchant, user, password), user verification through webmail, account creation with password requirements, and secure credential sharing via one-time secret links.

Key Procedures¶

• Verify employee exists via webmail lookup
• Login to manager.paypal.com with 4 credentials
• Navigate to Account Administration > Manage Users
• Check all pages to verify user doesn't already exist
• While reviewing, deactivate any terminated employees
• Create new user with username (min 6 chars) and password
• Add user to appropriate department (Accounting, etc.)
• Send credentials securely via one-time secret link
• Create Zendesk macro template for future use

Notable Statements¶

• 0:00:55 "PayPal, Payflow Pro is manager.paypal.com"
• 0:01:05 "You have a partner, merchant login, user, and password, and you have to have all four to log in"
• 0:01:31 "I previously until today had this setup where you had to be logged into the VPN to get in, but it has been such a hassle working from home that I have removed it"
• 0:02:07 "You have to go through all of these users and make sure that there's not already" (duplicate check)
• 0:02:40 "If an employee has left, then we go ahead and remove them"
• 0:03:13 "We have an off-boarding punch list for IT... I don't think this is on there. So it needs to go on" [ACTIONABLE]
• 0:06:54 "A less secure password worked" (simpler password accepted)
• 0:08:10 "I always get a call, a follow up call because they get confused about what to put in"
• 0:09:44 "I think I'm probably going to do a one time secret for this" (password sharing)

Systems & Configurations¶

Systems Mentioned¶

• PayPal Payflow Pro (manager.paypal.com)
• Password Safe (credential storage)
• Webmail (employee verification)
• Zendesk (ticket communication)
• One-time secret (secure password sharing)

Login Credentials¶

Password Requirements¶

• Minimum 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one number OR special character
• Note: & character causes issues

Username Convention¶

Credentials/Access Mentioned¶

• Password Safe for login credentials
• No longer requires VPN access

Vendor Contacts Mentioned¶

None mentioned in this recording.

Errors & Troubleshooting¶

• Issue: Password with & character not accepted
• Cause: Special character restrictions
• Resolution: Use simpler password without &

• Timestamp: 0:06:54

• Issue: PayPal not on IT offboarding checklist

• Cause: Oversight
• Resolution: Add to checklist [ACTIONABLE]
• Timestamp: 0:03:13

Transcript Gaps & Quality Notes¶

• Training/KT recording (11 minutes)
• Password sharing concerns discussed
• Zendesk macro template planned
• Screenshot taken for login instructions
• Live demonstration with real user addition