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. Read more
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: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click User Management. Read more
How do I deactivate a user account? To deactivate a user account: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click User Management. Step 3. Click the user’s record to open the detailed view. Read more
How do I activate a user account? To activate a user account: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click User Management. Step 3. Click the user’s record to open the detailed view. Read more
How do I reset a user’s password? 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: Step 1. Read more
How do I unlock a user account? 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. Read more
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: Step 1. On the toolbar, click Account. Read more
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. Read more
