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Payvala Institution TMS

Institution TMS User Guide

Premium enterprise workflow guidance for institution administrators.
Manage secure access, organization configuration, device operations,
Onboarding workflows, transaction monitoring through a centralized TMS platform.

Secure AuthenticationRBAC EnabledDevice ReadyInstitution Portal
Est. readUpdated

7 min

To consume the full TMS guide

May 25, 2026

Last updated

Contents

Institution LoginStep 01Forgot PasswordStep 02OTP Verification MethodStep 03OTP VerificationStep 04Reset PasswordStep 05Institution DashboardStep 06Create OrganizationStep 07Organizations ListStep 08Organization DetailsStep 09Organization ConfigurationStep 10Users ManagementStep 11Roles ManagementStep 12Role ConfigurationStep 13Modules ManagementStep 14Module API ConfigurationStep 15Vendors ManagementStep 16Device TypesStep 17Device Header ConfigurationStep 18Devices InventoryStep 19Device AllocationStep 20Software InventoryStep 21Software PackagesStep 22Batch HeadersStep 23Batch SchedulesStep 24TransactionsStep 25Static CountriesStep 26Network OperatorsStep 27LanguagesStep 28BanksStep 29QR CodesStep 30NotificationsStep 31Notification ChannelsStep 32SettingsStep 33User ProfileStep 34Update ProfileStep 35
01Step

Institution Login

Securely authenticate institution administrators into the Payvala TMS portal.

Institution Login

Institution Login screen

Actions

  1. 1Enter registered email address
  2. 2Enter account password
  3. 3Complete captcha
  4. 4Click Sign In

Result

Administrator gains access to the Institution Dashboard.

Screen walkthrough for Institution Login

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Captcha

Captcha verification is mandatory to prevent automated sign-ins.

02Step

Forgot Password

Recover administrator access securely using OTP verification.

Forgot Password

Password recovery entry

Actions

  1. 1Click Forgot Password
  2. 2Enter registered email
  3. 3Complete captcha
  4. 4Click Submit

Result

Verification method selection screen opens.

Screen walkthrough for Forgot Password

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Registered emails only

Only registered emails can request password recovery.

03Step

OTP Verification Method

Select account verification mechanism before password reset.

OTP Verification Method

Select verification method

Actions

  1. 1Select verification option

Result

OTP delivery process begins.

Screen walkthrough for OTP Verification Method

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Time-limited

OTP is time restricted and encrypted.

04Step

OTP Verification

Validate administrator identity using one-time password verification.

OTP Verification

OTP input screen

Actions

  1. 1Enter OTP code
  2. 2Auto Verify

Result

Password reset form opens.

Screen walkthrough for OTP Verification

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Expiry

OTP expires automatically after timeout.

05Step

Reset Password

Create a new secure password after successful verification.

Reset Password

Reset password form

Actions

  1. 1Enter new password
  2. 2Confirm password
  3. 3Click Update Button

Result

Password updates successfully.

Screen walkthrough for Reset Password

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Warning

Strong password

Use a strong password to meet security policies.

06Step

Institution Dashboard

Provide centralized operational visibility for institution administrators.

Institution Dashboard

Operational dashboard overview

Actions

  1. 1Review operational widgets
  2. 2Open modules from side navigation
  3. 3Monitor alerts and analytics

Result

Administrators can monitor institution activity in real time.

Screen walkthrough for Institution Dashboard

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Widgets

Dashboards surface device, transaction and QR summaries.

07Step

Create Organization

Register a new institution organization inside the TMS platform.

Create Organization

Organization creation form

Actions

  1. 1Open Organizations module
  2. 2Click Add Organization
  3. 3Complete required fields
  4. 4Click Save

Result

Organization profile becomes available for onboarding and management.

Screen walkthrough for Create Organization

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Warning

Legal data

VAT/CAC must match legal records.

08Step

Organizations List

View and manage all onboarded organizations.

Organizations List

Organizations listing

Actions

  1. 1Open Organizations list
  2. 2Use filters/search
  3. 3Select organization row

Result

Selected organization details open.

Screen walkthrough for Organizations List

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Search

Use filters to locate organizations quickly.

09Step

Organization Details

Manage institution profile, mappings, and operational configurations.

Organization Details

Organization details & mappings

Actions

  1. 1Open organization record
  2. 2Click configuration sections
  3. 3Update required settings
  4. 4Save changes

Result

Organization settings update successfully.

Screen walkthrough for Organization Details

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Consistency

Ensure mappings are aligned with onboarding flows.

10Step

Organization Configuration

Control merchant onboarding and support behavior.

Organization Configuration

Organization configuration panel

Actions

  1. 1Open Configuration section
  2. 2Update values
  3. 3Click Save Changes

Result

Updated onboarding behavior applies platform-wide.

Screen walkthrough for Organization Configuration

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Branding

Branding and support channels affect merchant experience.

11Step

Users Management

Manage institution users and administrator accounts.

Users Management

Users management screen

Actions

  1. 1Open Users module
  2. 2Click Add User
  3. 3Enter user details
  4. 4Assign role
  5. 5Save user

Result

New operational user becomes active.

Screen walkthrough for Users Management

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Provisioning

New users should have roles assigned on creation.

12Step

Roles Management

Manage RBAC access policies.

Roles Management

Role list and creation

Actions

  1. 1Open Roles section
  2. 2Click Add Role
  3. 3Configure permissions
  4. 4Save role

Result

Role becomes assignable to users.

Screen walkthrough for Roles Management

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Least privilege

Apply least-privilege principles when creating roles.

13Step

Role Configuration

Configure permission matrix for modules and actions.

Role Configuration

Permission matrix editor

Actions

  1. 1Select role
  2. 2Enable permissions
  3. 3Click Save

Result

Role access policies update successfully.

Screen walkthrough for Role Configuration

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Audit

Review role changes periodically for compliance.

14Step

Modules Management

Manage enabled operational modules.

Modules Management

Modules overview and controls

Actions

  1. 1Open Modules
  2. 2Select module
  3. 3Update configuration
  4. 4Save changes

Result

Module settings update successfully.

Screen walkthrough for Modules Management

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

APIs

Enable module APIs only when required.

15Step

Module API Configuration

Configure API mappings and operational endpoints.

Module API Configuration

API mapping editor

Actions

  1. 1Open API Config
  2. 2Update mappings
  3. 3Save configuration

Result

Module API integration updates successfully.

Screen walkthrough for Module API Configuration

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Environment

Verify stage vs production endpoints before saving.

16Step

Vendors Management

Manage vendor integration records.

Vendors Management

Vendor integrations list

Actions

  1. 1Open Vendors module
  2. 2Add/Edit vendor details
  3. 3Save changes

Result

Vendor records become available operationally.

Screen walkthrough for Vendors Management

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Integrations

Keep vendor API credentials secure.

17Step

Device Types

Define supported device categories.

Device Types

Device type definition

Actions

  1. 1Open Device Type
  2. 2Click Add Device Type
  3. 3Configure attributes
  4. 4Save type

Result

New device category becomes available.

Screen walkthrough for Device Types

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Compatibility

Define attributes for firmware and model mapping.

18Step

Device Header Configuration

Standardize metadata structure for device records.

Device Header Configuration

Device header templates

Actions

  1. 1Open Device Header
  2. 2Configure fields
  3. 3Save template

Result

Device onboarding becomes standardized.

Screen walkthrough for Device Header Configuration

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Validation

Add validation rules to prevent bad imports.

19Step

Devices Inventory

Monitor all institution devices.

Devices Inventory

Device inventory view

Actions

  1. 1Open Devices
  2. 2Review inventory
  3. 3Filter records

Result

Device visibility improves operational control.

Screen walkthrough for Devices Inventory

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Filters

Use status filters to find issues quickly.

20Step

Device Allocation

Assign devices to merchants or operational units.

Device Allocation

Allocation dialog

Actions

  1. 1Open Device Allocation
  2. 2Select device
  3. 3Select target entity
  4. 4Click Save Allocation

Result

Device becomes assigned successfully.

Screen walkthrough for Device Allocation

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Required fields

Device and Merchant/Branch selection are mandatory.

21Step

Software Inventory

Track software deployments and versions.

Software Inventory

Software package list

Actions

  1. 1Open Software Inventory
  2. 2Review packages
  3. 3Validate deployment status

Result

Software operational visibility becomes centralized.

Screen walkthrough for Software Inventory

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Versions

Track versions per device model.

22Step

Software Packages

Manage software package versions.

Software Packages

Package versioning

Actions

  1. 1Open Packages
  2. 2Add or update package version
  3. 3Save changes

Result

Deployment references update successfully.

Screen walkthrough for Software Packages

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Release notes

Attach release notes to each package.

23Step

Batch Headers

Configure batch processing structures.

Batch Headers

Batch header configuration

Actions

  1. 1Open Batch Headers
  2. 2Configure fields
  3. 3Save configuration

Result

Batch processing standards become operational.

Screen walkthrough for Batch Headers

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Structure

Standardize headers for consistent processing.

24Step

Batch Schedules

Automate operational batch execution.

Batch Schedules

Schedule configuration

Actions

  1. 1Open Batch Schedules
  2. 2Configure run timing
  3. 3Save schedule

Result

Automated processing schedules activate successfully.

Screen walkthrough for Batch Schedules

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Timing

Avoid conflicting windows with other processing.

25Step

Transactions

Monitor transaction activity and failures.

Transactions

Transactions list and filters

Actions

  1. 1Open Transactions
  2. 2Filter records
  3. 3Review failed entries

Result

Transaction visibility improves troubleshooting.

Screen walkthrough for Transactions

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

References

Use references to trace transaction flows.

26Step

Static Countries

Manage supported country master records.

Static Countries

Country master records

Actions

  1. 1Open Countries
  2. 2Add/Edit country records
  3. 3Save changes

Result

Country mappings update successfully.

Screen walkthrough for Static Countries

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Master data

Keep country codes up to date for routing.

27Step

Network Operators

Manage connectivity operator configurations.

Network Operators

Network operators list

Actions

  1. 1Open Network Operators
  2. 2Update operator details
  3. 3Save changes

Result

Connectivity configurations remain updated.

Screen walkthrough for Network Operators

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Connectivity

Operator configs affect message delivery.

28Step

Languages

Manage supported system languages.

Languages

Language management

Actions

  1. 1Open Languages
  2. 2Enable/disable languages
  3. 3Save changes

Result

Language configurations update successfully.

Screen walkthrough for Languages

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Localization

Ensure translations are complete before enabling.

29Step

Banks

Manage bank master records.

Banks

Bank records

Actions

  1. 1Open Banks
  2. 2Update bank details
  3. 3Save changes

Result

Bank routing records stay synchronized.

Screen walkthrough for Banks

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Routing

Keep bank codes and routing updated.

30Step

QR Codes

Manage QR issuance and assignment lifecycle.

QR Codes

QR management

Actions

  1. 1Open QR Codes
  2. 2Select QR
  3. 3Assign or activate

Result

QR becomes operationally active.

Screen walkthrough for QR Codes

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Activation

Active QR codes are available for transactions.

31Step

Notifications

Monitor platform communication events.

Notifications

Notifications list and logs

Actions

  1. 1Open Notifications
  2. 2Review delivery logs
  3. 3Investigate failed notifications

Result

Communication monitoring improves operational awareness.

Screen walkthrough for Notifications

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Channels

Check delivery reports for failures.

32Step

Notification Channels

Configure communication providers and delivery methods.

Notification Channels

Channel configuration

Actions

  1. 1Open Notification Channels
  2. 2Configure provider settings
  3. 3Save changes

Result

Notification delivery channels update successfully.

Screen walkthrough for Notification Channels

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Providers

Verify credentials for each provider.

33Step

Settings

Manage platform-level operational settings.

Settings

System settings panel

Actions

  1. 1Open Settings
  2. 2Update required values
  3. 3Save configuration

Result

Environment behavior updates successfully.

Screen walkthrough for Settings

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Scope

Settings may affect multiple organizations.

34Step

User Profile

View administrator account information and security controls.

User Profile

User profile and security

Actions

  1. 1Open Profile
  2. 2View details
  3. 3Manage authenticator

Result

User identity and security settings remain manageable.

Screen walkthrough for User Profile

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Security

Enable MFA for administrative accounts.

35Step

Update Profile

Update administrator personal information.

Update Profile

Edit profile form

Actions

  1. 1Click Edit Profile
  2. 2Update fields
  3. 3Save changes

Result

Profile updates successfully.

Screen walkthrough for Update Profile

This step is designed for operational clarity: the right controls, the right data fields, and the right admin action sequence.

Note

Contact

Keep contact info up to date for support.

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