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User-management icon

Users

Allow members of your organization to manage different parts of your Adyen account.

System users

In addition to human users, Adyen accounts also have system users for API communication and downloading reports.

Users let people in your organization access the Customer Area, where they can view and manage different parts of your Adyen account. A user's permissions are determined by:

  • Restricting their access to specific merchant accounts.
  • Assigning roles: these determine which parts of your account the user can access, and which actions they can perform.

When you first sign up for Adyen, you get an admin user login for the Customer Area. The admin user has the most common roles, and access to all merchant accounts. As the admin user, you can then create new users for other people in your organization, assigning permissions as needed.

Create a new user

To be able to create new users, your own user needs to have one of the following roles:

  • Merchant admin
  • Merchant user management

When creating a user, you can only give out roles and account access that your own user already has. This prevents users from giving out unwarranted permissions, thus helping to keep your account safe.

To create a new user:

  1. Log in to the Customer Area, and go to Account > Users.
    This opens the User List with all users linked to your company account.
  2. Click Add new user.
  3. In the User Account Details pane: 

    1. Set User type to User.

    2. Enter a username and contact information for the new user.
  4. In the Roles and Associated Accounts pane,

    1. Select Roles, and use the toggles to assign roles to the new user. For more information about the different roles, refer to User roles. You can only assign roles that your own user already has.

    2. Select Account, and use the toggles to restrict the user's access to specific merchant accounts. You can only give access to accounts that your own user already has.

      A user with access to the company account will have access to all merchant accounts under that company account.

  5. Click Save at the bottom of the page.

An email is sent to the new user. This email contains the account and username they need to log in to the Customer Area, and a link to generate an account password. To finish setting up their account, the new user will need to click this link.

The link to generate a password is time-sensitive. If the link expires, you will need to generate the password manually, and share it with the user.

Duplicate an existing user

Duplicating an existing user allows you to quickly create a new user with the same permissions as an existing user. This is useful, for example, if several people in your organization need to perform the same payments-related tasks.

To duplicate an existing user:

  1. Log in to the Customer Area, and go to Account > Users.
    This opens the User List with all users linked to your company account.
  2. Click the Duplicate icon next to the user that you want to duplicate.
  3. Enter a username and contact information for the new user.
  4. Click Save at the bottom of the page.

Since you can only assign permissions that your own user already has, it may happen that the duplicate user has fewer permissions than the existing user. For example, if you duplicate a user who has the Risk admin role but don't have this role yourself, the duplicate user won't have this role either.

Generate the password manually

If a user has not generated their password within the link expiry time, you will need to generate a new password manually, and share it with the user.

To manually generate a password:

  1. Log in to the Customer Area.

  2. Navigate to Account > Users, and select the user from the User List.

  3. In the User Account Details pane, click Generate Password.

  4. Copy the generated password, and share this password with the new user.

  5. Click Save generated password.

    The page refreshes.

  6. Navigate to Account > Users, and select the user from the User List.

  7. In the Contact Information pane, click resend e-mail verification.

An email is sent to the user, asking them to verify their email address. Once they have verified their email address, they can log in to the Customer Area using the password you shared with them.

User roles

The roles of a user determine which information the user can access, and which actions they can perform in the Customer Area. For example, whether the user can look up payments, configure risk settings, or download financial reports. Each user can have one or more roles, depending on the tasks they need to perform.

Below are the most commonly used roles. For a full list, refer to Customer Area user roles.

General roles

The following roles are enabled by default for all users:

Role Permissions
Merchant standard role The user can log in to the Customer Area, and request new merchant accounts.
If you disable this role, the user is no longer able to log in to the Customer Area.
Merchant allowed own password reset The user can reset their own password.
If you disable this role, an admin needs to personally perform password resets for this user.
View payments The user can look up payments and offers, and access the payment search pages.

Task-specific roles

The following roles need to be explicitly assigned to users:

Role User type Permissions
Merchant admin role Admin The merchant admin has extensive permissions for accounts, reports, and risk, including full API key and user role management. This user can manage account settings, payment methods, risk configurations, and dispute materials, as well as upload business documents for the Adyen contract. The user also has access to generic reports as well as the risk, conversion, and DCC reports.
Merchant technical integrator role Developer The user can manage server communication (notification webhooks), and API URLs.
Merchant financial Finance The user can view all payment, payout, and Revenue Accelerate information, including the Adyen deposit. The user can also view generic reports and the conversion, external settlement, and 3D Secure conversion reports.
Merchant report role Finance The user can view all generic reports and Revenue Accelerate information. The user also has specific permission to view the 3D Secure conversion, DCC, risk, external settlement, and conversion reports.
Merchant manage bank accounts Finance The user can manage bank accounts for receiving payouts from Adyen.
Risk admin Risk This user has full risk management permissions, including viewing risk reports and shopper data. The risk admin can manage risk configurations, payment disputes (including chargebacks and RFIs), and block and trust lists, in addition to manually reviewing payments and uploading defense documents.
Merchant dispute management Risk The user can manage payment disputes (including chargebacks and RFIs) and upload defense documents.
Merchant manage payments Support The user can manually capture, cancel, and refund a payment from the Payment details page.
This role must be combined with the View Payments role.
Pay by Link interface Support The user can create and manage payment links in the Customer Area.
Merchant user management User admin The user can create and manage Customer Area users, and give out all roles and account access that they themselves have.
Merchant POS terminal management admin Point of sale This user has extensive POS terminal management permissions including managing terminal configurations, viewing terminals and stores, and moving terminals between accounts or stores.

Subscribe to email messages

To inform you of important events related to your Adyen account, for example when a new report is available or when a shopper initiated a chargeback, Adyen sends you system messages. You can find these in the System messages widget in your Customer Area. You can also receive system messages by email, by subscribing to them in your Customer Area.

To be able to see and subscribe to system messages, your user needs to have one of the following roles:

  • Merchant admin
  • Merchant financial
  • Risk admin
  • Merchant dispute management
  • Merchant system messages role

To receive system messages as emails:

  1. Log in to your Customer Area.
  2. Select the Notification icon on the top right, then click System messages.
  3. Click Manage subscriptions, and select which messages you would like to receive as emails.
  4. Click Save at the bottom of the page.

You will receive system messages to the email that is linked to your account.

Two-factor authentication

Two-factor authentication helps to keep your account safe by preventing unwarranted users from logging in, even if they have managed to obtain a username and password.

When two-factor authentication is enabled, a user is asked to complete their login to the Customer Area by entering an authentication code from their mobile device. The code is generated through an authenticator app, such as Google Authenticator, installed on the user's device.

To enable two-factor authentication, contact our Support Team, and let them know whether it should be configured in forced or opt-in mode:

  • Forced – All users are asked to set up two-factor authentication when they next log in to the Customer Area.

  • Opt-in – Each user can choose whether to set up two-factor authentication or not. To see whether a user has set up two-factor authentication, use the Users within a company report.

Register a device for two-factor authentication

To use two-factor authentication, you need to have an authenticator app like Google Authenticator installed on your mobile device.

To register your mobile device for two-factor authentication:

  1. Log in to your Customer Area
  2. Select the User icon on the top right, then click My user.
  3. In the Edit Two-factor Authentication pane, select Register a device.
    This opens a page with a QR code.
  4. Scan the QR code using the authenticator app installed on your device.
    The authenticator app on your device generates a code.
  5. Enter the code from the authenticator app.

When the device has been successfully registered, you are asked to enter an authentication code every time when signing in to your Customer Area.

If you want to change the device used for two-factor authentication, ask your admin user to remove the previously registered device from your account.

Get information about users

The Users within a company report includes the roles assigned to a user, and the time when the user last logged in to the Customer Area. You can also use this report to find out whether two-factor authentication has been set up by a user, or whether a user has verified their email.

To be able to generate the Users within a company report, you need to have one of the following roles:

  • Merchant admin
  • Merchant report role

To generate this report:

  1. Log in to your Customer Area.
  2. Go to Account > Users within a company.
  3. Select Generate report.
    This opens a window for configuring the report:
    • To generate the report for a specific user, enter the username of that user.
    • To generate the report for all users within your company account, leave the username field empty.
  4. Choose the File type for the report.
  5. Select Generate report.

See also