Managing SwipeSimple Users

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

Add New Users:

  1. Go to the Users page: Visit the Users page to access the user management features.

  2. Adding a New User: To add a new user, click on the "Add New User" button located at the top right-hand corner of the page. This will take you to a form where you can enter the account details for the new user.

  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 own transaction data. Member users cannot process refunds.

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  1. Password Generation: For new users, passwords will be automatically generated. 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 contact your merchant service provider for assistance.  Not sure who your merchant service provider is? Email us and we'll get back to you shortly.

Edit User Details, Roles, and Merchant Account

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

  1. Access User Settings: On the Users page, locate the user you want to edit and click on their email address.

  2. Editing Your Own Account: If you want to make changes to your own account settings, simply click on your email address in the table. You can also change your password here.

By following these simplified instructions, you can easily manage your account users and their settings.

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