Admin users are able to add new users by logging onto SwipeSimple Dashboard, selecting the Users tab and clicking on the blue + Add New User button. Enter the new user's Email, Full name, Role and select the Merchant Account(s) the user will be assigned to. A merchant account must be selected for member users to be able to process transactions.
As a friendly reminder, it is required for a user to be assigned the role of Admin or Member.
- Admin users have full access to all transaction data and account functions
- Member users can only take payments from their assigned merchant account(s). Member users can also only view and void their own transaction data. Member users may not process refunds.
In the event that clicking the blue + Add New User button presents a message to contact your merchant service provider and you're not sure how to reach them, the contact information for your Merchant Service Provider can be found in SwipeSimple.
On SwipeSimple mobile and terminal, select the sidebar menu and choose Settings. In the Support section, select the first option which is the name of your Merchant Service Provider and you will find their phone number listed.
From SwipeSimple Web, click on the question mark in the bottom righthand corner and select 'Learning and Support' to find the phone number for your Merchant Service Provider.