Please follow the steps below to create/edit user:
On the left-hand side navigate to the Settings tab to bring up User Access.
To Add A User
1. Click the Add User button on the right-hand side
2. Fill out the required user details
3. You can set the user role as Admin, Manager, or a basic User. Role functions are listed below.
- Admin: Has complete access to the account - may make changes and may see all transactions coming into the account.
- Manager: Has more limited access to the account, may see all transactions coming into the account but may not make any changes.
- User: Can only see transactions they themselves run (through the Virtual Terminal) which means they cannot view transactions made through the online forms. Also, they cannot make changes to the account.
4. Once completed click Save
To Edit a User
1. Click the blue view button and select the user role you’d like to re-assign to your existing user and then select Save.
2. To delete a user, click on the red Delete button, when it asks you to confirm, click Yes, I am sure