Managing SwipeSimple Users

To manage the users and settings of your account, follow these steps:

Add New Users:

1. Visit the Users page from SwipeSimple Web sidebar navigation to access the user management features.
2. To add a new user, click the "Add New User" button at the top right-hand corner of the page. This will take you to a form where you can enter the new user's account details.
3. User Roles: When adding a new user, you can assign them one of two roles: Admin or Member.
   • Admin users: Admin users have complete access to all transaction data and account functions.
   • Member users: Member users have limited access. They can only accept payments from their assigned merchant account(s) and view and void their transaction data only. Member users cannot process refunds.

4. Password Generation: For new users, passwords will be automatically generated. An email will be sent to the new user with their log in information. When new users sign into the app or dashboard, they will be prompted to change their passwords for security reasons.

Unable to Add Users: If you encounter any difficulties while trying to add additional users, please get in touch with your merchant service provider for assistance. 

Edit User Details, Roles, and Merchant Account

To edit user account settings, including names, roles, and merchant accounts, follow these instructions:

1. On the Users page, locate the user you want to edit and click on their email address. 
2. Make changes to the user, including their email address, user role, or name. Click Update User when complete. You can also initiate a password reset for users here. 

Removing Users

To remove a user from your account, follow these instructions

1. On the Users page, locate the user you want to edit and click on their email address. 
2. Click Delete User to remove the user from your SwipeSimple account.