How do I add or edit user accounts?

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 the user will be assigned to (if more than one merchant account is created).

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, and view and void transactions that they have completed. They may not process refunds. They only have access to one merchant account, cannot create users or change any account settings.
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