Manage users

Visit the Users page to manage account users and their settings.

Add New User

Click the “Add New User” button at the top right-hand corner of the page and you will be directed to enter the new user’s account details.

You can assign them the role of an Admin or Member user.

  • Admin users have full access to all transaction data and account functions.
  • Member users can only take payments from their assigned merchant account. Member users can also only view and void their own transaction data. Member users may not process refunds.

Passwords will be automatically generated for new users. When new users sign into either the app or dashboard, they will be prompted to change their passwords.

If you're unable to add additional users, please contact your merchant service provider.

Not sure who your merchant service provider is? Email us and we'll get back to you shortly.

Edit users’ names, roles and merchant account

Edit user account settings by clicking the email address of the user on the Users page.

To edit the settings for your own account, click your email on the table. You can change your password here.

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