How to add users?

To add users in the Merchant Interface, follow these steps (Account Owners and Administrators):

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click + Add New User at the top right.
5. Fill in the user's details.
6. Choose the user's role. Click here to see the definition of user roles and permissions.
7. Choose the user's notifications.
8. Click Add User.
9. Verify your identity using a One Time Pin (OTP).
10. Copy the PIN from your email or SMS and select Confirm.
11. After verifying, a message will appear notifying you that the user has been successfully created.

The new user will receive an activation email to set up their account. This email expires after 24 hours.

How to resend the user activation email?

If the activation email needs to be resent for any inactive users this can be done by the following steps (Account Owners and Administrators):

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click the three dots under action to the right of the user and click Resend Activation Email.
5. This will resend the activation email to the new user, activation email expires after 24 hours.

How to view and edit users?

You can view user's account from the User Administration page (Account Owners and Administrators):

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click the user's name or click the three dots under action to the right of the user and click Edit User.

The user's basic account and contact information is shown at the top of the page and includes the user's First and Last Name, Email, Phone, Mobile, Job Title, Role, Email Notifications.

To edit the user's profile information:

1. Edit the user's First and Last Name, Email, Phone, Mobile, Job Title, Role, Email Notifications as necessary.
2. Click Save to continue.
3. Verify your identity using a One Time Pin (OTP).
4. Copy the PIN from your email or SMS and select Confirm.
5. After verifying, a message will appear notifying you that the user has been updated.

How to change a users role?

The Account Owner can change a user's role at any time. Additionally, an Account Administrator can change any user's role by default (except for an Account Owner). To change the user's role:

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click the user's name or click the three dots under action to the right of the user and click Edit User.
5. At the bottom of the user profile is listed the role and permissions access.
6. The default user permissions associated with the selected user role are automatically listed and enabled.
7. To further customize the user account, click to deselect the boxes next to the user permissions that you want disabled for the user.
8. Click Save to continue.
9. Verify your identity using a One Time Pin (OTP).
10. Copy the PIN from your email or SMS and select Confirm.
11. After verifying, a message will appear notifying you that the user has been updated.

How to unlock user?

If a user attempts to log into the Merchant Interface, but enters the wrong password five times in a row, the user will be locked. In order for the user to access the Merchant Interface, the user must successfully complete a password reset from the login page or contact an Account Owner or Account Administrator for assistance. Users can also be locked if a one time pin is entered incorrectly more than six times.

Account Administrators may or may not have access to unlock user accounts, depending on whether or not that permission was disabled by the user who created the Administrator's account.

To unlock a user's account (Account Owners and Administrators):

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click the Unlock link next to the lock icon by the account user's name.

How to help a user reset their password?

To help a user reset their password (Account Owners and Administrators):

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click the user's name or click the three dots under action to the right of the user and click Edit User.
5. Review/confirm first and last name and email address are correct and make any necessary updates.
6. Direct the user to the Merchant Interface.
7. The user will then need to go through the forgot password process by clicking on Forgot Password.

How to delete a user?

You can delete existing user accounts from the main User Administration page. All current users associated with the Merchant Interface account are listed by Name, Role and Status (deleted users do not appear on the list). Should you need to re-establish a deleted user, you will need to recreate the user account. The old login cannot be reused.

To delete a user account (Account Owners and Administrators):

1. Sign in to the Merchant Interface.
2. Be on or switched into the New Merchant Interface (2.0)
3. Select Manage Users in the main left-side menu under Account.
4. Click the user's name or click the three dots under action to the right of the user and click Edit User.
5. Check to verify the user is not set as the Reply-To Email Address.
6. Click the User's name.
7. Under Email Notification Settings, make sure "Use this email address as reply-to." is unchecked.
8. If this box is checked, another User or Contact must first be specified as the reply-to email address.
9. Select Manage Users in the main left-side menu under Account again.
10. Click the three dots under action to the right of the user and click Delete User.
11. A message window appears asking if you would like to continue with the delete.
12. Click Delete User to continue or click Cancel to cancel the action.
13. Verify your identity using a One Time Pin (OTP).
14. Copy the PIN from your email or SMS and select Confirm.
15. After verifying, a message will appear notifying you that the user has been deleted.

Manage Users FAQs

• Can I customize the permissions or restrict access for each user profile?
  • Yes as a new user is added you can select the user type/role and see their permissions and when it is possible you will see the option to remove default permissions given for that type/role.
  • Additionally as you edit a user in user admin page you will see the option to edit/change the permissions including the role and individual permissions, see more information on roles in support article: What are the different user roles for the Merchant Interface? - New Experience (2.0)
• Can I change my Login ID or another users Login ID?
  • Once created the user name or login id cannot be changed.
• Can I use the same Login ID for multiple accounts?
  • No user names or login id cannot be used across multiple accounts.