Setup a New User

There are 4 steps to setting up a user:

1. Add a User
2. Setup User Roles
3. Setup Preferences (Email Alerts)
4. Create or reset a password

Note: If you're using an integrated solution, you may also need to generate credentials (User API Key) to plug into the integrated software in order to sync users across systems.

 

Add a User

1. Click on Locations in the sidebar menu.
   
   
    
2. Click on the Location Name
    
3. Click on the Settings Gear on the right side of the screen and select Users from the drop-down.
   
    
    
4. Click on the Add User button in the upper right-hand corner of the screen.
   
    
    
5. Select Add New User or Add Existing User:
   
   
   If you select Add New User, follow these instructions:

• Fill out the form with the minimum suggested fields.  The other fields are available for the merchant's convenience.
• Username- suggested format is first initial and last name (i.e. John Smith = jsmith), but the format is flexible and can be set up in any format. (Emails are acceptable.)
• First Name-of the user being created
• Last Name-of the user being created
• Email-This is required as this allows users with the ability to reset their passwords.
• Select user to be Location User or Location Admin (Location Admins will have all privileges. Location User will have their roles set by the Location Admin)
• Time Zone-set appropriate to your area
• Click on Save User 

If you select Add Existing User, enter the username in the username field to locate them > click on the user's name:

Note: To add existing users, they will need to be able to be viewed from another assigned location. 

 

       6. Click on the Save User button.

 

Setup Roles

1. Choose the Roles tab.
   
   
    
2. Choose the appropriate roles.
    
3. A green check mark will appear next to the role to confirm the role is applied.
    
4. If adding a Location Admin, you will select All Roles

 

Setup Preferences

1. Choose the Preferences tab.
   
   
    
2. Choose the appropriate preferences.
    
3. A green check mark will appear next to the role to confirm the preference is applied.
    
4. For initial user setup, check all with the exception of the "email all card trx" and "email all ACH trx".
   
    

Create or Set a Password

FAQ: How do I create a new password?

FAQ: How do I login or reset my password?