OPC Administrator Portal

The OPC Administrator portal enables the OPC Administrator to register Programme Managers and create new partitions for them. The Administrator needs to manage created Programme Managers as well as developer accounts.

An Administrator is also responsible for reviewing applications and connectors built by developers and either approving or rejecting them. When these are approved they are made available in the Application Store and Connector Store respectively.

Accessing the Portal

To log in, use one of our supported browsers to go to:
https://admin-portal.openpayments.cloud/# or https://admin-portal.stg.openpayments.cloud/#
which redirects you to the production or staging environment respectively.

(The OPC Administrator Portal has been tested on the latest versions of Chrome and Firefox. The Portal might not provide you with the best experience and might have some issues on other browsers.)

After entering your username and password, click the Login button.

Login

To exit, click on the Logout link from the top right corner on any page.

Logout

Programme Managers

A major stakeholder in the OPC is the Programme Manager. A Programme Manager uses OPC to discover applications developed by the registered developers and Service Providers willing to offer their services. By choosing an application and the Service Providers relevant in relation to it, a Programme Manager can deploy and run programmes.

View Programme Manager

From the OPC Administrator Portal, you can manage all the Programme Managers which exist on OPC and which you have created.

By clicking on the ‘Programme Managers’ menu item and selecting ‘View Programme Managers’, you will be redirected to the Programme Managers list screen.

View Programme Managers

Create Programme Manager

When you add new Programme Managers to the community, new partitions are created for the Programme Manager.

To create a new Programme Manager, simply navigate to the ‘Programme Manager’ menu item and select ‘Create Programme Manager’. You will be redirected to the Programme Manager creation wizard.

The wizard has two steps which consist of:

  • Step 1 – Programme Manager details
  • Step 2 – Programme Manager compliance fields

The first step of the wizard enables provision of the following fields:

Programme Manager Creation Step 1

All the above fields are mandatory and will be validated upon completion of the wizard.

When clicking ‘Next’ you will be redirected to the compliance form where you need to specify all the compliance details. These compliance fields are required to enable static compliance checks and to get Service Providers that match your configuration.

Programme Manager Creation Step 2

Upon completion of the second step, click on ‘Finish’ and you will be redirected to the success screen. By clicking the 'Confirm' button shown on the success screen you will be able to view the newly created Programme Manager from the list of Programme Managers screen.

Programme Manager Creation Completed

Manage Programme Manager

You will now be able to view the Programme Manager from the Programme Manager list. You can manage each Programme Manager by accessing the Programme Manager Portal directly. This can be achieved by selecting the ‘View Programme Manager’ action for a specific Programme Manager.

Manage Programme Manager

When a Programme Manager is created, a new partition is created. Note that the creation needs to be done twice; ones on the staging environment and ones on the production environment, in order to create a partition on each environment. This means that a Programme Manager can access a portal on staging and a portal on production to view and manage the programmes in different environments. In the same way, the OPC Administrator can choose whether to manage the staging partition or the production partition.

When you click on the available action, a new browser tab opens showing the Programme Manager portal for a specific environment. You will have full rights to modify the Programme Manager’s configuration and view and modify all the programmes for that specific Programme Manager.

Service Providers

Service Providers are external 3rd parties offering payment services which are outside of our platform, to run an application. These Service Providers are banks that ultimately power the underlying payment networks and infrastructure.

The Service Providers currently supported on OPC are the Card Issuing Bank (powering the Managed Card paylet) and the Bank Transfer Service Bank (powering the External Account paylet). Additional service provider types will become available as more paylet types are added to OPC, for example the addition of the External Card paylet will automatically include the introduction of the Card Acquiring Bank service provider type.

View Service Providers

To view the list of existing Service Providers, you can navigate to the ‘Service Providers’ menu item. This will redirect you to the list of Service Providers.

View Service Providers

For each of the listed Service Providers, you can view the list of linked connectors. By clicking on the ‘View Connectors’ action for a specific Service Provider, you will be redirected to the list of connectors filtered by Service Provider. For more details on the connectors, look at section ‘Connectors’.

Developers

The developers are the stakeholders who implement applications and connectors. The OPC Administrator also has the capability of viewing the developer accounts and view the applications and connectors developed by the respective developers.

View Developers

To view the list of registered developers, simply click on the ‘Developers’ menu item and you will be redirected to the list of developers.

View Developers

For each of the listed Developers, you can view the list of implemented applications and connectors. By clicking on the ‘View Applications’ or ‘View Connectors’ actions for a specific Developer, you will be redirected to the list of applications or connectors respectively, filtered by the Developer who created them.

Applications

Applications are built by different developers and need to be approved by the OPC Administrator. Once an application is approved, it becomes available in the Application Store. From the OPC Administrator Portal you can view the list of Applications which are still pending approval together with the applications which have been already approved.

View Applications - The Application Store

As an OPC Administrator, you can view all the applications which are in states ‘Pending Approval’ and ‘Approved’.

By clicking on the ‘Applications’ menu item, you will be redirected to the Applications list screen.

Applications List

Review Application

You can view more details on a specific application by clicking on the ‘Manage Application’ action on the right-hand side of each application in the table.

This will redirect you to the ‘Manage Application’ screen where you can see the full details of the Application selected.

View Application Details

When an application is in ‘Pending Approval’ state, it means that the developer has requested the approval of his/her application to make it available in the Application Store. In this case you are responsible for reviewing the application details and the payment model, and reject or approve the application accordingly.

If the application is approved it goes to an ‘Approved’ state and is automatically available to the Programme Manager for programme creation. In the case of rejection, the state of the application will go back to ‘Draft’. The developer will be able to update the application as necessary and resubmit for approval.

Connectors

A connector is the integration between the external 3rd party Service Provider and the OPC platform. The platform requires it to interface with the Service Provider. Before a connector is made available to the Programme Manager, first it needs to be reviewed and approved by the OPC Administrator.

View Connectors

To be able to view a connector it needs to be either in a ‘Pending Approval’ state or an ‘Approved’ state.

To view the available connectors simply navigate to the ‘Connectors’ menu item and you will be redirected to the list of connectors.

View Connectors

Review Connector

You can view more details on a specific connector by clicking on the ‘Manage Connector’ action on the right-hand side of each connector in the table.

This will redirect you to the ‘Manage Connector’ screen where you can see the full details of the connector selected.

View Connector Details

When a connector is in ‘Pending Approval’ state, it means that the developer has requested the approval of his/her connector to make it available in the Connector Store. In this case you are responsible of reviewing the connector details and the source code, and then either rejecting or approving the connector.

If the connector is approved it is set to an ‘Approved’ state and is automatically available to the Programme Manager for programme configuration.