Master Merchant Multi-Users

In this article, we will show you how to create and manage multiple admin users in the Master Merchant account. 

Users’ actions can be tracked on the Audit page.

Creating Users in a Master Merchant account

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown button on the left-side menu and choose the Brand Users section.
  3. Fill in the email address and choose a role from the dropdown and press the Invite New User button.

A Welcome Email with the invitation link will be sent to the new user. They will need to utilise the invitation link within 72 hours and create a password. The Password Policy can be found here. Once this timeframe is over, the link will expire. Nevertheless, you will be able to re-send the link under the Invitation section. In the Invitation section, you may also deactivate and delete the already sent invitation. To do this, please click on Actions next to the required invitation and choose the needed action.

By default, only the Admin role is available for new users. To create new roles and set up permissions for them, feel free to use this guide. The created Admin users will be able to create other admin users and activate or deactivate them (except the Master Merchant admin that was created initially with the account). Only unique email addresses can be used for creating users, i.e. if an email address is already assigned to a user or a merchant, it is not possible to re-use it.

Deactivating Brand Users in a Master Merchant account

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown button on the left-side menu and choose the Brand Users section.
  3. Click on Actions next to the required user and press Deactivate. After that, you will need to confirm that the access tokens for this particular user have been deactivated. Once confirmed, the user will be deactivated and will not have access to the Master Merchant account.

Activating Brand Users in a Master Merchant account

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown button on the left-side menu and choose the Brand Users section.
  3. Click on Actions next to the required user and press Activate. After that, you will need to confirm that the access tokens for this particular user have been activated. Once confirmed, the user will be activated and their access to the Master Merchant account will be reinstated.

Deleting Users from the account

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown button on the left-side menu and choose the Brand Users section.
  3. Click on Actions next to the required user and press Delete. Once confirmed, the user will be removed from the Brand Users list.

Changing roles or editing permissions for Brand Users in a Master Merchant account

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown button on the left-side menu and choose the Brand Users section.
  3. Click on Actions next to the required user and press Edit Role
  4. To edit permissions, click on the Permissions button. After that, you will need to either choose new permissions or remove the existing ones, and press the Close button. 

  5. The new role for this particular user can be chosen from the drop-down under the User Role section.

  6. Click on Accept to save the changes. Success!

Please note: It is not possible to edit permissions for the Admin role.

Pausing 2FA for Brand users

As an Admin user, you will be able to pause Two-Factor Authentication tokens for your Brand users. You can easily manage the 2FA for your users as described below:

  1. Log into your Paydock Production or Sandbox account.
  2. Click on the dropdown button on the left-side menu and choose the Brand Users section.
  3. Click on Actions next to the required user and press Pause 2FA.
     

Please note: The 2FA can only be paused if Two-Factor Authentication is enabled for your Paydock account.

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