Add and manage users

Authorized administrators manage team accounts and assign the correct role, organization and permissions.

Add and manage users

Authorized administrators manage team accounts and assign the correct role, organization and permissions.

Overview

Authorized administrators manage team accounts and assign the correct role, organization and permissions.

Accounts and organizational access

A user is a person’s login; a company, vendor, agency or hub is an organization or location record. These are distinct records, although some organization creation forms can also create an associated account when an email is supplied. Check the resulting users after saving. A company manages its network, while vendor users work within their merchant, hub or agency users within their location, and transporters within their assignments.

Choose the role and its assignment together. A correct role with the wrong vendor or location can show the wrong operational scope. Some roles also require a role type or payment-related settings. Read the fields that appear after choosing the role and do not reuse another person’s account to avoid completing this configuration.

A permission can restrict viewing, creation or a specific transition independently. If access fails, capture the page, attempted action and affected reference, then ask the responsible company administrator to check both assignment and permissions. Signing in again or reopening the page can confirm the new configuration; a public guide or shared link cannot bypass it.

Steps

  1. Open Users and review existing accounts before creating another one.
  2. Choose Add or Create and enter the required identity and contact information.
  3. Select the appropriate role and organizational assignment. Complete the additional fields requested for that role.
  4. Save and review the resulting user record. Ask the person to confirm that their account opens the expected workspace.

Good to know

Creating an account may be restricted by your permissions or subscription seat allowance. Do not share an administrator account to work around those limits.

The company Users menu separates individual accounts from Vendors, Agencies, Hubs and Transporters.
The company Users menu separates individual accounts from Vendors, Agencies, Hubs and Transporters.

Application links require the appropriate account access. The destination is selected for your signed-in role.

Understand roles and permissions