Company Users

Add New Users

A User has a user account and is identified in the platform by a username and a password. By default, the only available role is admin. Assign custom roles to new users and control their access capabilities. 

To grant access to your account, add a new User and assign them a Role:

1. Go to Profile menu > Company Users > Users.
2. Add the new User's Email and assign a Role. 
3. Press Invite New User.

New users receive a welcome email with an invitation link, prompting them to create a password. The link expires after 72 hours. Once the change window is inactive, the admin can re-send the invitation. Alternatively, obstruct the new user's access by deactivating the link. 

Note: Unique email addresses can be used for creating Users, i.e., emails not assigned to other Users or Merchants.

To resend a new User email invitation:

1. Go to Profile menu > Company Users > Users > Actions > Resend Invitation for the specified User.
2. Click Confirm.

Note: Once re-sent, the previous invitation link is invalid.

To deactivate a new User email invitation:

1. Go to Profile menu > Company Users> Users > Actions > Deactivate Invitation for the specified User.
2. Click Confirm.

Edit Users

To change a User’s permission capabilities:

1. Go to Profile menu > Company Users > Users > Actions > Edit Role for the specified User.
2. Assign a new User Role from the drop-down menu.
3. Check the permissions with View Permissions. Press the + sign to expand the permissions set for a particular section for a more granular view. Select Close. 

4. Click Accept.

Note: The permissions for the Admin role cannot be edited.

You can also assign specific permissions to a User Role.

1. Go to Profile menu > Company Users > Permission Policies > Actions > Edit for the specified User > Permissions
2. Click on the Permissions and select the desired permissions

3. Click Save

Note: The permissions for the Admin role cannot be edited.

Disclaimer: The permission demonstrated above is just for showcasing purposes.

Activate Users

To re-activate access to your account for a certain User:

1. Go to Profile menu > Company Users > Users > Actions > Activate User for the specified User.
2. Confirm with OK.

Deactivate Users

To temporarily remove access to your account for a particular User:

1. Go to Profile menu > Company Users > Users > Actions > Deactivate User for the specified User.
2. Confirm with OK.

 

Delete Users

To permanently remove access to your account for a certain User:

1. Go to Profile menu > Company Users > Users > Actions > Delete User for the specified User.
2. Confirm with OK.

Note: You can delete Admin, but not Master Admin (created alongside the account). The email address attached to the deleted User can be re-used in the future.