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Youtap Customer Management System

Youtap Customer Management System

Main

Main

Accessing CMS

Log into CMS the first time
Log in with an authentication app
Log in with SMS

Configuring 2FA

Set up 2FA with authentication app
Set up 2FA with SMS
Add mobile number

Log out
What's my CMS role?
Statuses
Change your password

Working with wallet accounts

Open Wallet account
Transfer between wallet accounts
Close account
Unlink external provider account

Managing customer/merchant accounts

Find customer
Verify customer identity
Reset PIN
Manage merchant profile
Unlock accounts
Suspend account
Resume account
Close customer record

Managing financial transactions

Review financial transactions
Export financial transactions

Issue card
Print QR code
Q&As

Breadcrumbs

Youtap Customer Management System

Working with wallet accounts

Inside

Open Wallet account
Transfer between wallet accounts
Close account
Unlink external provider account

Pagination

Previous Page

Change your password
Next Page

Open Wallet account

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