How do I add or edit user accounts?

Admins are able to add new users by logging onto their Merchant Web Dashboard, selecting the “Users” tab and clicking on the blue “+ Add new user” button.  Kindly enter the new users email address, full name, role and which 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 new user to be assigned a role of an Admin or a Member.

  • Admin users have full access to all transaction data and account functions
  • Member users can only take payments, view and void from their assigned merchant account. They may not process refunds and can only see their own transactions. They only have access to one merchant account, cannot create users or change any account settings.
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