Add and manage users

You may need several users to have access to your Paydock account. To share access with other people, you need to add them as company users in the Profile menu > My Company. Follow the steps below to do that:

  1. Go to My Company > Company Users.
  2. Add a new user's email, create a password and assign the new user a role. 
  3. Press on the Add New User button.

Success!

Every role has a different set of permissions. Depending on the user's position and responsibilities, you can choose one of the following roles:

  1. Admin
  2. Manager
  3. Reporting
  4. Customer Service
  5. Any Custom Role
The full overview of the role's permissions can be found in the article User Role Permission. Please check the aforementioned instructions to create custom roles for your users. You can also change the role by clicking on Actions next to the user and choosing Edit. From there you may check the permissions of the current role by pressing the View  Permissions button. 

In the dropdown list, you can choose the role you want to assign to your user instead of the current one. Click Accept to finalize the changes. 

If you would like to restrict access to your account for a certain user, choose the Actions > Deactivate option. Once you deactivate the user, you will still see the entry in the list but with No active role in the Role column. For more details, please refer to these instructions.

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