Using the Vindicia Subscribe Portal
Vindicia Subscribe Portal User Guide
- Vindicia Subscribe Portal User Guide Overview
Chargeback Reason Codes
Status Definitions
Payment Capture Flows
Reports
Billing Notifications and Templates
Chargebacks
Transactions
Campaigns
Tokens
Credits
AutoBills
Rate Plans
Billing Plans
Products
Accounts
Vindicia Subscribe Dashboard
Using the Vindicia Subscribe Portal
Overview
Vindicia Subscribe for Salesforce
Using the Vindicia Subscribe Portal
The Vindicia Subscribe portal is a web-based interface to the Vindicia Subscribe system. Navigating the portal follows the rules and conventions of navigating any other web-based interface. Click on a link to go to that page. Mouse over a menu item to open the pulldown menu. Enter data in text fields, and click the Submit button to save your changes and move on to the next page.
Vindicia Subscribe is similar to other web applications in that you should not use your browser’s back and forward buttons to move through it. Doing so may result in lost or corrupted data. Be certain to use the interface Submit and Cancel buttons and links to other pages to move through Vindicia Subscribe.
Vindicia Subscribe Portal Workflow
To use the Vindicia Subscribe Portal:
- Designate your Authorized Users.
- Assign roles to your users to determine their level of access to your Vindicia Subscribe and ChargeGuard data.
- Request and receive an initial login and password for each designated Authorized User from Vindicia Client Services.
- Access the Vindicia Subscribe portal through the main Vindicia website.
- Log into the portal.
- Perform tasks.
- Log out.
Important!
While the Vindicia Subscribe portal does not automatically link your internal database to the Vindicia Subscribe system; the Vindicia Subscribe API, an application programming interface (API) for Vindicia Subscribe, does provide this functionality.
Use the Vindicia Subscribe API to design a custom interface to create, edit and manage your customer Accounts, Transactions, Products, Billing Plans and AutoBills, and to link and synchronize your internal data with Vindicia Subscribe.
You may also use the Vindicia Subscribe API to integrate tasks performed through the Vindicia Subscribe portal with your own Customer Service, Customer Self-Service, Financial, and Business tools that perform merchant specific logic.
Caution: Using the Vindicia Subscribe API to create custom applications, and then giving authorized users access to your data through the Vindicia Subscribe portal, may create unexpected results if Vindicia Subscribe portal data entry bypasses your API implementation logic.
For more information about using the Vindicia Subscribe portal and the Vindicia Subscribe API together, see Using Vindicia Subscribe with Your Custom Application.
Vindicia Subscribe Features
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