Managing Users on the Payments Portal

The Payments Portal has four different user types that you can assign to your employees’ accounts:

Administrative user: Performs all functions including creating and managing other users. This user is typically the business owner or manager.
Power user: Performs card sales, pre-authorizations, voids, refunds, and views reports.

To add a new user account:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

To deactivate a user account:

To activate a user account:

If a user forgets their password, you can send them a password-reset email.

To reset a user’s password:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

The Payments Portal locks an account when a user does not enter their password correctly six times in a row.

Note: The Payments Portal resets the number of failed log on attempts to zero when the user successfully enters their password.

You can edit the following user account information at any time:

To edit a user account:

Important:

You cannot recover a user account after you have deleted it.
You must deactivate a user account before deleting it. When you delete an active user account, the user name cannot be reused or recovered.

To delete a user account:

If you have more questions, contact the relevant support team:

For help with setting up or using your Genius device.

For help setting up non-Genius terminals or checking the status of your equipment order.… Read More “Contact us”