This error most commonly occurs when saving your Converge details on our module in WHMCS and looks like the following:
Code: 4014
Name: Not Permitted
Message: This terminal or user id is not permitted to process this transaction type.
This commonly has 1 of 2 potential causes:
1) Elavon is rejecting the provided details (either CAD or USD) when saving changes to them under Setup > Payments > Payment Gateways (or Configuration > System Settings > Payment Gateways in WHMCS 8.0 and newer) due to them being incorrect. Please double check the details via the Terminal section in Converge and update as needed.
2) The user (referred to by the Converge UI as an "employee") is missing one of the default rights to the Elavon terminal. To resolve that, go to Employees when logged into Converge, select the applicable employee and navigate to the "User Rights" tab. Enable the following:
Transactions:
Credit Card - Sale
Credit Card - Return (required when refunding if the transaction has been settled by Elavon)
Batch:
View
Void Delete (required when refunding if the transaction has not been settled by Elavon)
Terminal Management:
Edit Terminal Setup
For the optional tokenization module, the following need to be enabled in addition to the above:
Tokenization:
Generate Tokens
Customer Manager - View
Customer Manager - Add
Customer Manager - Edit
