CashBox Portal User Guide
CashBox for Salesforce
Accessing the CashBox Portal
Authorized Users access the CashBox Portal from the Vindicia home page.
To reach the Vindicia website:
Go to www.vindicia.com.
The Vindicia home page is displayed as shown below:
The Vindicia Home Page
To access the CashBox portal from the Vindicia home page, click the CUSTOMER PORTAL link located near the upper right corner of the page. The CashBox Login prompt appears.
CashBox Login Page
Log in using your CashBox username and password, as provided by Vindicia Client Services. (If it is a first time login, CashBox will automatically generate a new password that meets PCI and SAS70 compliance.)
Note Vindicia automatically generates a new password for each user every 90 days.
To log into the CashBox portal:
1. Enter your user name in the Login field.
2. Enter your password in the Password field.
3. Click the Login button to enter the portal.
Note If you forget your password, click the Forgot your password? link. The portal prompts you for your login (either an email address associated with your account, or a non-email address). Enter your login and click the Submit button. Vindicia creates a temporary account password, and sends it to the email address associated with your account. When you log in with the temporary password, a new password is assigned to you and displayed for your reference.
If you enter an incorrect user name and/or password, a Login Error message is displayed on the Login Page, the login and password you entered are cleared, and you may re-enter your user name and password.
Note If your login attempt fails more than three times, your account is locked and you must contact Vindicia Client Services to request a password reset.
If your user name and password are valid, the CashBox Portal home page is displayed:
CashBox Search Menu
Your assigned user role will determine your menu bar and dropdown menus options. CashBox does not display areas of the system to which a user does not have access.
For maximum security, log out of CashBox every time you finish working with the system.
To log out of the portal:
1. Click Merchant Logout, located in the upper right corner the page.
CashBox logs you out of your session and displays a message screen informing you that you are logged out. From this page you may login again, or select Home to return to the main Vindicia site.
2. Exit your browser as an additional security precaution.
Note Always close your browser after logging out of any secure site, such as the CashBox portal. Even if you log off a secure website, some browsers may maintain your login and password information in their internal cache for as long as you run the browser, and some malware is designed to probe for this kind of information.