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How do I navigate OpenEdge View?

For information about how to navigate OpenEdge View:

Option 1. Watch the following video:

Option 2. Read the following summary:

Navigation tabs on OpenEdge View.
  • Home – Read important updates and dates for upcoming system maintenance.
  • Virtual Terminal – Run card transactions and check transactions.
  • Payment Request – Send a payment request to a customer by text or email.
  • Transaction Finder – Search for transactions and run follow up transactions.
  • Reports & Lists – Run reports about card transactions and check transactions.
  • Batches – View your batches or close an open batch.
  • CE (Customer Engagement) Suite – View analytics about your transactions and your customers.
  • More – Access the Gift Portal and Check Portal.
  • Administration Panel – View information about your chain, terminals, and locations, and create user accounts.
  • My User Profile – View and edit your personal information.

Depending on your user role, you may not see all the navigation tabs in OpenEdge View. The following table shows which navigation tabs each user role can access:

User roleHome tabVirtual Terminal tabPayment Request tabTransaction Finder tabReports & List tabBatches tabCE Suite tabMore tabAdministration Panel
User Panel
Merchant Manager
Merchant Clerk
Virtual Terminal Manager
Virtual Terminal Clerk
Virtual Terminal Only
Reporting Manager
Reporting Clerk
Limited Merchant Manager
Innovo Merchant Manager
Limited Merchant Clerk
Innovo Merchant Clerk

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