For your existing Customer Area, you can set up email login for all of your users.
When you migrate a users to email login, they must log in using their email address.
Requirements
| Requirement | Description |
|---|---|
| Customer Area roles | Make sure that you have the following role:
|
| Limitations | If your company account is configured for SSO, you cannot migrate users to email login. In this case, all users must use SSO instead. |
Manage migration for users
You must migrate test Customer Area and live Customer Area users separately. If a user completes the migration process in the test Customer Area, it only allows them to use email login for the test Customer Area.
- In your Customer Area, go to the Settings.
- In the Users and access section, select Users.
- Select Manage user migration.
In the panel, you can do the following:
- Download a report with the migration statuses of users.
- Download a report with the users that do not have a unique email address.
- Start migration for users.
- Cancel migration for users.
Migration statuses
A user can have one of the following migration statuses:
- Requires review:
For users whose migration requires review, the migration status report shows the following values in the Reason column:- EMAIL_ADDRESS_ALREADY_IN_USE: the user's email address is being used by more than one account in the Customer Area. To migrate a user, their email address must be assigned to only one user. You must change the duplicate email addresses before migrating the user. If you do not know which company account the duplicate user belongs to, or if they belong to another organization, reach out to our Support Team with the user in the CC field.
- SELECTED_MIGRATION_UNAVAILABLE: the user's email address is being used by a separate email user within the same organization (but not in the same company). Within the same organization, you cannot have an SSO user and an email login user with the same email address. You must first change the email user's login method before proceeding with the current migration.
- Ready to migrate:
You can start migration for the user. - Pending migration:
You started migration for the user, and they must complete the steps.
Change duplicate email addresses
To migrate a user to email login, their email address must be assigned to only one user, because it becomes their username. If you are migrating a user, but their email is being used by more than one account, you must change the email for this user.
- In your Customer Area, go to the Settings.
- In the Users and access section, select Users.
- In the user list, select the user whose email address you want to change.
- On the user details page, select Edit icon.
- Change the email address for the user.
- Select Save to complete the process.
We send a verification email to the user's new email address, and you can start migration for them. They verify their email address during the migration process.
Start a migration
You can start migration for an individual user or multiple users at the same time.
The next time the user logs in to the Customer Area, they are prompted to complete the migration. The user needs to login with their previous credentials to complete the migration.
The user cannot access the Customer Area until they complete the migration. When the user completes migration, we send them a confirmation email with their credentials. After this, the user cannot access the Customer Area with their previous credentials.
You can verify that their new login method is updated to email on the Users page.
Cancel a migration
You can cancel a user's migration only if they have not completed the steps of the migration process. Reasons for canceling the process include the following:
- The migration is not working, and you want the user to be able to access the Customer Area.
Restarting a canceled migration is possible at any time, by starting the migration again.
If you have questions or feedback, get in touch with your Adyen contact.