Users

The Users section provides an overview of all accounts with access to the Merchant Portal, including each user’s name, email address, access level, status, and most recent activity. From this section, you can manage existing user accounts or add new users as needed.

Navigate to USERS in the left sidebar to view the full list of portal users.

Press PRINT USERS to print the current user list.

Press + ADD USER to open the Add User form and start creating the new account.

Enter the user’s email address in the EMAIL field, then enter their first and last name in the FIRST NAME and LAST NAME fields, respectively.

Select the appropriate permissions from the ACCESS dropdown. Each permission grants access to its corresponding Merchant Portal section.

Hint: Selecting ADMIN grants the user full access to every section of the Merchant Portal.

Select ACTIVE or INACTIVE from the STATUS dropdown.

Press SAVE to create the user.

Result:

A success banner confirms the user was added, and the new user appears in the Users list.