What user types can I assign to my employees in 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.… Read More “What user types can I assign to my employees in the Payments Portal?”
How do I add a new user account? To add a new user account: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolbar, click Account. From the drop-down menu, click User Management. On the side menu, click Add New User.… Read More “How do I add a new user account?”
How do I deactivate a user account? To deactivate a user account: On the toolbar, click Account. From the drop-down menu, click User Management. Click the user’s record to open the detailed view. Click Deactivate the User Account.
How do I activate a user account? To activate a user account: On the toolbar, click Account. From the drop-down menu, click User Management. Click the user’s record to open the detailed view. Click Activate the User Account.
How do I edit a user account? You can edit the following user account information at any time: First name Last name Email address Time zone Account status User type To edit a user account: On the toolbar, click Account. From the drop-down menu, click User Management. Click the user’s record to open the detailed view.… Read More “How do I edit a user account?”
How do I delete 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: Option 1.… Read More “How do I delete a user account?”