Getting Started

Log into ShieldConex Manager and get familiar with our dashboard

Logging In

Once you are set up with a user name, you will receive an email to set up your password. The email will provide your user name as well as a web address that links you to the ShieldConex password set up page.

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Follow the instructions in the email:

  1. Click the link in the email.
  2. Create a new password.
  3. Click Reset.

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Password Requirements

Passwords must contain one uppercase letter and one symbol character.

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Menu Options at a Glance

From the tabs at the top of the screen, you can access the following options.

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Note

Depending on your access level, you might or might not have access to all options. Refer to the Appendix: User Roles for details.

Tab Description
Dashboard Transactions: Summary of number of tokenizations and detokenizations (Partner Supervisor and Partner User roles see this.)
Counts: Summary of number of Clients and Templates
User Count: Summary of number of active users by month
Manage Manage users, templates, and system notifications. (Partner roles can also manage partners and clients.) Manage users, partners, clients, templates, email templates, branding, EULA documents, system configuration, event logging, system notifications, notification management
Transactions Displays a summary of transactions including status.
Reports Partner Summary, Partner Transaction Summary, Client Transaction Summary, User Report, Tokenization Totals, Tokenization Unclaimed and Tokenization Referrers. (System admins can see the EULA Summary) (Partner roles can see Partner Transaction Summary.)
Documentation For help using the system, download the User's Guide.
Customer Support Submit a help request online and review help contact information.

Dashboard

The Dashboard is the first screen you’ll see after logging in. You can also navigate to it by clicking the Dashboard tab any time. The dashboard displays a high-level summary of your account organized in “tiles.”

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  • Transactions: Number of successful / failed tokenizations and number of successful / failed detokenizations. (Partner Supervisors and Partner Users see this.)
  • Counts: Number of Client accounts and Templates
  • User Count: Number of active users by month

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