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. 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. 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.

Your Merchant Service Provider can help you with user management on your account. If you don’t know who your Merchant Service Provider is follow our guidance below for further information and assistance.

Did you sign up for SwipeSimple through one of our partners? (Most Common)

Your merchant service provider is the best point of contact for support. They will have access to your complete account details, the ability to make changes to your account, and the ability to answer your questions about SwipeSimple or your merchant account with them. 

If you aren’t sure who your Merchant Service Provider is, click the Need Help button at the bottom right of the screen and write Who's my Merchant Service Provider? in the message box. Be sure to include your business name (DBA) so we can look up the information for you.

Did you sign up through SwipeSimple Connect? (Available since September 2023)

Merchants who signed up through SwipeSimple Connect should contact the SwipeSimple Support team. Click the Help button at the bottom right of your screen and complete our contact form.