Overview

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Note

Only team members with Admin role permissions are able to manage merchant portal users. For more details on user group role permissions, see Roles.

You can invite Merchant portal users and assign roles based on job function.

View User List

Under Admin, go to Configurations > User Management > All Users.

• Verified Users includes a list of accounts that have been activated within the portal.
• Pending Users includes a list of invitations that have been sent to users, but the accounts have not yet been created. If needed, click the more options button in the Action column to Resend Invite or Delete User.
• Click Export Users to download a list of user accounts in the portal.

Invite users

You can invite up to 10 users at a time.

1. Under Admin, go to Configurations > User Management >All Users.
2. Click Invite Users.
3. Enter up to 10 user email addresses, separated by commas.
4. Select the User Role, then click Send Invite.
   The user(s) receive an email inviting them to the Merchant portal with a link to set up their account.

Manage Users

User profiles include details such as job title, assigned role in the Merchant portal, and the user's local time.

1. Under Admin, go to Configurations > User Management > Users.
2. Locate the user, then click the more options button in the Action column and select View User Profile.
3. Click Details or Security.
   The Details options include:
   • Job Title
   • Email
   • Local Time
   • Role
   • Role Description
     The Security options include:
   • User Status
   • Send Reset Email

Edit User Details

1. Go to the Details tab of the user profile as above.
2. Click Edit Details.
3. Edit the First name, Last name, or Job title. In the Timezone dropdown, select the time zone for the user.
   In the Role dropdown, select the role to assign to the user.
4. Click Save.

Reset a Password

1. Go to the Security tab of the user profile as above.
2. Click Send Reset Email.
   The user receives an email with a link and instructions to change their password.

Suspend a user

1. Go to the Security tab of the user profile as above.
2. Click Edit Details.
3. In the User Status dropdown, click Suspended.
4. Click Save.
   The user will not be able to log in to their account or access any data until their account is reactivated (see below).

Reactivate a Suspended User

1. Go to the Security tab of the user profile as above.
2. Click Edit Details.
3. In the User Status dropdown, click Active.
4. Click Save.
   The user will now be able to log in to their account and access data in the portal according to their assigned role.

Delete a User

1. Go to the Details tab of the user profile as above.
2. Click Delete User.
   The user account is permanently deleted. If the user requires access to the portal in the future, they will need to be invited to the portal again.