As the holder of the merchant account, you have access to all the features on the platform including the ability to add staff members as users and create groups to organize multiple teams and manage what they can see or do.
User Groups
There are five user groups that you can select from when adding a user to your merchant account, each with a different set of permissions on actions they can perform:
Admin: Ideal for business owners and company administrators. This account has access to features except for adding additional users.
Developer: For developers who need to set up the merchant account, API access, create sandbox transactions for testing etc.
Sales and Support: For sales employees who need to view customer transactions and issue refunds.
Sales Manager: For sales managers who need full access to customer transactions and issue refunds.
Accountant: For access to the transaction history data incl. exports and the rest of the platform except the API information.
You can view the full permission details for a group by clicking "Settings" > "Users" > "Groups" > "Permissions".
How to Add A User
- Step 1. Click "Settings" > "Users".
- Step 2. Click the "+ Add New User" link or the blue add icon.
- Step 3. Fill in the user's information. It is highly recommended that the new user changes their password after signing in for the first time. The user can change their password by logging into their account, clicking "Account" > "Security".
- Step 4. Select the group to grant the user permissions. You can click the info icon for a list of permissions available for a specific group.
- Step 5. Click "Create User".
- Great work! You have added a member of your team to your merchant account.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article