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User Manual User Manual - PFG Forex Portal User Manua… · User Manual: PFG Money agent portal for...

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User Manual: PFG Money agent portal for MoneyGram 1 User Manual User Manual User Manual User Manual MoneyGram Agent Portal Version 0.3
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Page 1: User Manual User Manual - PFG Forex Portal User Manua… · User Manual: PFG Money agent portal for MoneyGram 9 Contact us When you click on the contact us option it will load the

User Manual: PFG Money agent portal for MoneyGram

1

User ManualUser ManualUser ManualUser Manual MoneyGram Agent Portal

Version 0.3

Page 2: User Manual User Manual - PFG Forex Portal User Manua… · User Manual: PFG Money agent portal for MoneyGram 9 Contact us When you click on the contact us option it will load the

User Manual: PFG Money agent portal for MoneyGram

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Table of Contents How to create a new user account................................................................................................................ 3

Login Page - create new user account/reset password ................................................................................ 4

Creating new user account ....................................................................................................................... 4

Forgot Password?/Request a Login? ..................................................................................................... 4

Logging in to your account .................................................................................................................... 5

Terms and Conditions for using the portal ................................................................................................... 6

What’s available inside the portal ................................................................................................................ 6

Reports ...................................................................................................................................................... 7

TRANSACTION REPORT ................................................................................................................................ 7

REVENUE REPORT ...................................................................................................................................... 7

Learning Center ......................................................................................................................................... 7

Home button ............................................................................................................................................. 8

Search ........................................................................................................................................................ 8

Settings...................................................................................................................................................... 8

Profile details ........................................................................................................................................ 8

Change password .................................................................................................................................. 8

Contact us ............................................................................................................................................. 9

Logout ................................................................................................................................................... 9

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How to create a new user account

1. Visit http://www.pfgmoney.com.au/ website

2. For creating a user account/to login to the MoneyGram agent portal follow the steps described

below

Figure 1: Locate Login option from PFG Money Website.

Figure 2: To choose Login option

Click MoneyGram, it will guide us to the login page of agent portal.

Place the pointer over the Login button,

it will expand and display available

options

From these options choose

MoneyGram

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User Manual: PFG Money agent portal for MoneyGram

Login Page - create new user account/reset password

For creating user account/Logging into

Creating new user account

Forgot Password?/Request a Login?

This option is for opening your account in Mo

a Login?

When you click on the above option

address with PFG Money for retrieving the login details.

Figure 4: Option for retrieving login details

PFG Money agent portal for MoneyGram

create new user account/reset password

g into the agent portal follow the steps given below.

user account

Figure 3: Login screen options

Forgot Password?/Request a Login?

This option is for opening your account in MoneyGram agent portal. Click on Forgot Password?/Request

on the above option it will load the following window. Input your registered email

for retrieving the login details.

Figure 4: Option for retrieving login details

4

Forgot Password?/Request

registered email

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Once you enter your email address (Registered with PFG) correctly in the box, click Retrieve button. It

will generate the login details for first time login and the details will be sent to your registered email ID.

Logging in to your account

Figure 5: Login options

Enter the username and password received in your email ID for logging into the agent portal. Enter the

details correctly and click Login button.

Forgot password

If you forgot your password use the Forgot Password?/Request a Login? option. It will reset your

password and the new password will be sent to your registered email ID.

Change of agent email

When you have changed the email ID you should regenerate the login details before logging in.

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Terms and Conditions for using the portal

When the user has successfully logged in, he needs to accept the Terms and Conditions for using the

portal. The user should read the terms and conditions and click Accept to reach home page.

What’s available inside the portal

Figure 6: Agent portal home page.

Figure 7: Agent portal options.

1

2 3

4

5

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Reports

When you click on the Reports option it will load the report generation page. In the report generation

page you can access the transaction reports and revenue reports. These reports are of a certain period

which is as per PFG Money policy.

Figure 8: Reports page

TRANSACTION REPORT

When you click on the transaction report you can generate a transaction report for a given period (this

period is available as per PFG Money policy). For generating a report select Date From, To and click on

the Load Report button to generate a report for the selected period.

Figure 9: Options for generating transaction report

REVENUE REPORT

For creating revenue reports select any of the months available in the list and click Load Report

Figure 10: Options for generating Revenue Report

Learning Center

The learning center is a repository which contains various documents which is relevant to the business.

It contains help documents, legal documents, training materials etc.

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Home button

When you click on the home button it will take you from any page to home page

Search

The search option is useful for locating a particular transaction using reference number.

Input the reference number you want to search and click Search to load the transaction details.

Figure 11: Reference number based search.

Settings

The settings contain options for showing agent profile details,

changing password, contacting us for sending mails to PFG Money directly

and option for Logging out.

Profile details

The Profile details will show the complete agent details registered with PFG Money. This contains

agents General details, Contact details, Deposit account details and agent Commission account details.

Change password

To change the existing password you can use the change password option.

When you change the current password you should follow the password policy

to choose a new password. The password policy is as follows.

1. One capital letter from: A to Z

2. One Small Letter from: a to z

3. One Number from: 0 to 9

4. Once Special Character from: @ _

5. Minimum 6 Character Length

E.g.: PFg12@

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Contact us

When you click on the contact us option it will load the following dialog box. We can directly send a mail

to PFG Money regarding any queries. For sending a Mail to PFG Money, enter subject, input message

and click send to send the details to PFG.

Logout

When you click the logout option it will end the login session and log you out from the agent portal.


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