{"title":"Manage users","category":"default","creationDate":1776961629,"content":"<p>Users let people in your organization access the <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, where they can view and manage different parts of your Adyen account. You can control a user's permissions by assigning <a href=\"\/pt\/account\/user-roles\">roles<\/a>, and by specifying which <a href=\"\/pt\/account\/account-structure\">merchant accounts<\/a> they can access.<\/p>\n<p>When you sign up for an Adyen account, you get an <strong>admin<\/strong> login for the <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>. The admin user has the most common <a href=\"\/pt\/account\/user-roles\">roles<\/a> and access to all linked merchant accounts. As the admin user, you can then create new users for other people in your company.<\/p>\n<p>On this page, you'll learn how to:<\/p>\n<ul>\n<li><a href=\"#view-own-roles\">Check which roles your own user has<\/a>.<\/li>\n<li><a href=\"#create\">Create<\/a> or <a href=\"#duplicate\">duplicate<\/a> users.<\/li>\n<li><a href=\"#edit\">Change a user's permissions<\/a>.<\/li>\n<li><a href=\"#add-trusted-ip\">Add trusted IP addresses<\/a>.<\/li>\n<li><a href=\"#delete\">Delete<\/a> users.<\/li>\n<li><a href=\"#users-within-a-company\">Get an overview of all users<\/a>.<\/li>\n<\/ul>\n<h2 id=\"view-own-roles\">View your own roles<\/h2>\n<p>To see which <a href=\"\/pt\/account\/user-roles\">roles<\/a> are assigned to your own user:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/li>\n<li>Select the user menu icon in the top right corner.<\/li>\n<li>Select <strong>Profile<\/strong>.<\/li>\n<li>In the <strong>Roles<\/strong> pane, select the arrow to see a list of all roles assigned to your user. You can also search for a specific role.<\/li>\n<\/ol>\n<h2 id=\"create\">Create a user<\/h2>\n<p>To be able to create users, you need to have one of the following <a href=\"\/pt\/account\/user-roles\">roles<\/a>:<\/p>\n<ul>\n<li>Merchant admin<\/li>\n<li>Merchant user management<\/li>\n<\/ul>\n<p>To create a user:<\/p>\n<ol>\n<li>On the <strong>User details<\/strong> page, select the login method for the user and fill in the required fields. We recommend single sign-on as the login method. The login method options include:\n<ul>\n<li><strong>SSO<\/strong>: The user must use <a href=\"\/pt\/account\/single-sign-on\">single sign-on<\/a>.<\/li>\n<li><strong>Email and password<\/strong>: The user must sign in with their email and password.<\/li>\n<\/ul><\/li>\n<li>Select <strong>Continue<\/strong>.<\/li>\n<li>For <strong>Accounts<\/strong>, you can choose which <a href=\"\/pt\/account\/account-structure\">accounts<\/a> the user will be able to access. Remember that you can only give access to <a href=\"\/pt\/account\/account-structure#merchant-accounts\">merchant accounts<\/a> and <a href=\"\/pt\/account\/account-structure#account-groups\">account groups<\/a> that your own user already has. For example, if you give access to an account group that contains merchant accounts A, B, and C, but you only have access to A and B, the new user will also only have access to A and B.<\/li>\n<li>For <strong>Roles<\/strong>, you can only assign roles that your own user already has. For a list of all possible roles, see <a href=\"\/pt\/account\/user-roles\">user roles<\/a>. If you need to assign a role that neither you nor your admin user has, contact our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a>.<\/li>\n<li>In the <strong>Summary<\/strong> page you can review and edit the details, accounts, and roles you assigned to the new user.<\/li>\n<li>Select <strong>Create new user<\/strong>.<\/li>\n<\/ol>\n<p>The new user receives an email with a link to verify their email address and set up a password, and to set up <a href=\"\/pt\/account\/multifactor-authentication\">Multifactor Authentication (MFA)<\/a> for their <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> account.<\/p>\n<div class=\"notices yellow\">\n<p>This new user verification link is only valid for two weeks. If the link expires, you need to <a href=\"#email-verification\">resend an email verification<\/a> to the user.<\/p>\n<\/div>\n<h3 id=\"email-verification\">Resend email verification<\/h3>\n<p>If the user does not verify their email address and create a password within the link expiry time, you need to resend them an email verification:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/li>\n<li>Go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>, and select the user from the <strong>User List<\/strong>.<\/li>\n<li>In the <strong>User details<\/strong> pane, select <strong>Resend email verification<\/strong>.<\/li>\n<\/ol>\n<p>The user receives an email with a link to verify their email address and to create a password, and to set up <a href=\"\/pt\/account\/multifactor-authentication\">Multifactor Authentication (MFA)<\/a> for their <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> account.<\/p>\n<div class=\"notices yellow\">\n<p>This email verification link is only valid for 24 hours.<\/p>\n<\/div>\n<h3 id=\"password-reset-email\">Send a password reset email<\/h3>\n<p>If the user has forgotten their password, you need to send them a password reset email:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/li>\n<li>Go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>, and select the user from the <strong>User List<\/strong>.<\/li>\n<li>In the <strong>User details<\/strong> pane, select <strong>Send password reset<\/strong>.<\/li>\n<\/ol>\n<p>The user receives an email with a link to create a password for their <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> account.<\/p>\n<div class=\"notices yellow\">\n<p>This password reset link is only valid for 24 hours.<\/p>\n<\/div>\n<h2 id=\"duplicate\">Duplicate an existing user<\/h2>\n<p>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.<\/p>\n<p>Because you can only assign permissions that your own user already has, it is possible that the new user has fewer permissions than the user you want to duplicate. For example, if you duplicate a user who has the <strong>Risk admin<\/strong> role, but you do not have this role yourself, the duplicate user won't have this role either.<\/p>\n<p>To be able to duplicate users, you need to have one of the following <a href=\"\/pt\/account\/user-roles\">roles<\/a>:<\/p>\n<ul>\n<li>Merchant admin<\/li>\n<li>Merchant user management<\/li>\n<\/ul>\n<p>To duplicate an existing user:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, and go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>. This opens the <strong>Users<\/strong> list with all users linked to your company account.<\/li>\n<li>Select the copy button <i class=\"adl-icon-copy\"><\/i> in the <strong>Actions<\/strong> column next to the user that you want to duplicate.<\/li>\n<li>Enter a username and email address for the new user. The <strong>Accounts<\/strong> and <strong>Roles<\/strong> panes show the accounts and roles the duplicate user has access to.<\/li>\n<li>Select <strong>Create user<\/strong>.<\/li>\n<\/ol>\n<p>The new user receives an email with a link to verify their email address and create a password, and to set up <a href=\"\/pt\/account\/multifactor-authentication\">Multifactor Authentication (MFA)<\/a> for their <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> account.<\/p>\n<div class=\"notices yellow\">\n<p>This new user link is only valid for two weeks. If the link expires, you need to <a href=\"#email-verification\">resend an email verification<\/a> to the user.<\/p>\n<\/div>\n<h2 id=\"edit\">View and change user permissions<\/h2>\n<p>After you create a user, you may want to assign them other roles or change their account access. Remember that you can only assign roles or give access to accounts that your own user already has.<\/p>\n<p>To change user permissions, you need to have one of the following <a href=\"\/pt\/account\/user-roles\">roles<\/a>:<\/p>\n<ul>\n<li>Merchant admin<\/li>\n<li>Merchant user management<\/li>\n<\/ul>\n<p>To change a user's permissions:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, and go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>.<\/li>\n<li>Select the user from the <strong>User List<\/strong>. This opens the user details page.<\/li>\n<li>Select the edit icon <i class=\"adl-icon-edit\"><\/i> and make your changes.<\/li>\n<li>Select <strong>Save<\/strong>.<\/li>\n<\/ol>\n<h2 id=\"add-trusted-ip\">Add trusted IP addresses<\/h2>\n<p>As a security measure, you can define a range of trusted IP addresses from which a user can log in. The maximum number of trusted IP addresses you can add is 45.<\/p>\n<p>When you add a range of trusted IP addresses for a user, the user is only allowed to log in from that range. Login attempts from outside that range will be blocked.<\/p>\n<p>To add trusted IP addresses:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, and go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>.<\/li>\n<li>Select the user from the list. This opens the user details page.<\/li>\n<li>In the <strong>Trusted IP addresses<\/strong> section, select <strong>Add IP address<\/strong>.<\/li>\n<li>Enter the IP address and select a range from the drop-down menu.<\/li>\n<li>Select <strong>Add<\/strong>.<\/li>\n<\/ol>\n<h2 id=\"delete\">Delete an existing user<\/h2>\n<p>If you want to remove the access permissions of a user, for example, because they have left your company, you need to deactivate the user.<\/p>\n<p>To be able to deactivate users, you need to have one of the following <a href=\"\/pt\/account\/user-roles\">roles<\/a>:<\/p>\n<ul>\n<li>Merchant admin<\/li>\n<li>Merchant user management<\/li>\n<\/ul>\n<p>To deactivate an existing user:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, and go to <strong>Account<\/strong> &gt; <strong>Users<\/strong>.<\/li>\n<li>Select the user from the <strong>User List<\/strong>. This opens the user details page. You cannot deactivate the user you are logged in with.<\/li>\n<li>Select <strong>Deactivate user<\/strong> and then select <strong>Deactivate<\/strong> in the pop-up window to confirm.<\/li>\n<\/ol>\n<p>This user can now no longer access the <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>. If you need to restore the user's access, select <strong>Reactivate user<\/strong> on the user details page.<\/p>\n<h2 id=\"users-within-a-company\">Get an overview of all users<\/h2>\n<p>The <strong>Users within a company<\/strong> report includes the roles assigned to a user, and the last time the user logged in to the <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/p>\n<p>To be able to generate the <strong>Users within a company<\/strong> report, you need to have one of the following roles:<\/p>\n<ul>\n<li>Merchant admin<\/li>\n<li>Merchant report<\/li>\n<\/ul>\n<p>To generate this report:<\/p>\n<ol>\n<li>Log in to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>.<\/li>\n<li>Go to <strong>Reports<\/strong>.<\/li>\n<li>Search for the <strong>Users within a company<\/strong> report.<\/li>\n<li>Select <strong>Generate<\/strong>. This opens a window to configure the report:\n<ul>\n<li>To generate the report for a specific user, enter their username.<\/li>\n<li>To generate the report for all users within your company account, leave the username field empty.<\/li>\n<li>You can also exclude accounts, account groups, and roles from the report.<\/li>\n<\/ul><\/li>\n<li>Choose the <strong>File type<\/strong> for the report.<\/li>\n<li>Select <strong>Generate report<\/strong>. This automatically downloads the report.<\/li>\n<\/ol>\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/account\/user-roles\"\n                        target=\"_self\"\n                        >\n                    User roles\n                <\/a><\/li><li><a href=\"\/account\/account-structure\"\n                        target=\"_self\"\n                        >\n                    Account structure\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/account\/users","articleFields":{"description":"Allow members of your organization to manage different parts of your Adyen account.","feedback_component":true,"id":"34120911","type":"page","_expandable":{"operations":""},"status":"current","last_edit_on":"19-01-2022 10:10","page_id":"c01d5f50-12f5-4375-b9c3-30e04325da66","filters_component":false,"decision_tree":"[]"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/account\/users","title":"Manage users","content":"Users let people in your organization access the Customer Area, where they can view and manage different parts of your Adyen account. You can control a user's permissions by assigning roles, and by specifying which merchant accounts they can access.\nWhen you sign up for an Adyen account, you get an admin login for the Customer Area. The admin user has the most common roles and access to all linked merchant accounts. As the admin user, you can then create new users for other people in your company.\nOn this page, you'll learn how to:\n\nCheck which roles your own user has.\nCreate or duplicate users.\nChange a user's permissions.\nAdd trusted IP addresses.\nDelete users.\nGet an overview of all users.\n\nView your own roles\nTo see which roles are assigned to your own user:\n\nLog in to your Customer Area.\nSelect the user menu icon in the top right corner.\nSelect Profile.\nIn the Roles pane, select the arrow to see a list of all roles assigned to your user. You can also search for a specific role.\n\nCreate a user\nTo be able to create users, you need to have one of the following roles:\n\nMerchant admin\nMerchant user management\n\nTo create a user:\n\nOn the User details page, select the login method for the user and fill in the required fields. We recommend single sign-on as the login method. The login method options include:\n\nSSO: The user must use single sign-on.\nEmail and password: The user must sign in with their email and password.\n\nSelect Continue.\nFor Accounts, you can choose which accounts the user will be able to access. Remember that you can only give access to merchant accounts and account groups that your own user already has. For example, if you give access to an account group that contains merchant accounts A, B, and C, but you only have access to A and B, the new user will also only have access to A and B.\nFor Roles, you can only assign roles that your own user already has. For a list of all possible roles, see user roles. If you need to assign a role that neither you nor your admin user has, contact our Support Team.\nIn the Summary page you can review and edit the details, accounts, and roles you assigned to the new user.\nSelect Create new user.\n\nThe new user receives an email with a link to verify their email address and set up a password, and to set up Multifactor Authentication (MFA) for their Customer Area account.\n\nThis new user verification link is only valid for two weeks. If the link expires, you need to resend an email verification to the user.\n\nResend email verification\nIf the user does not verify their email address and create a password within the link expiry time, you need to resend them an email verification:\n\nLog in to your Customer Area.\nGo to Account &gt; Users, and select the user from the User List.\nIn the User details pane, select Resend email verification.\n\nThe user receives an email with a link to verify their email address and to create a password, and to set up Multifactor Authentication (MFA) for their Customer Area account.\n\nThis email verification link is only valid for 24 hours.\n\nSend a password reset email\nIf the user has forgotten their password, you need to send them a password reset email:\n\nLog in to your Customer Area.\nGo to Account &gt; Users, and select the user from the User List.\nIn the User details pane, select Send password reset.\n\nThe user receives an email with a link to create a password for their Customer Area account.\n\nThis password reset link is only valid for 24 hours.\n\nDuplicate an existing user\nDuplicating 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.\nBecause you can only assign permissions that your own user already has, it is possible that the new user has fewer permissions than the user you want to duplicate. For example, if you duplicate a user who has the Risk admin role, but you do not have this role yourself, the duplicate user won't have this role either.\nTo be able to duplicate users, you need to have one of the following roles:\n\nMerchant admin\nMerchant user management\n\nTo duplicate an existing user:\n\nLog in to your Customer Area, and go to Account &gt; Users. This opens the Users list with all users linked to your company account.\nSelect the copy button  in the Actions column next to the user that you want to duplicate.\nEnter a username and email address for the new user. The Accounts and Roles panes show the accounts and roles the duplicate user has access to.\nSelect Create user.\n\nThe new user receives an email with a link to verify their email address and create a password, and to set up Multifactor Authentication (MFA) for their Customer Area account.\n\nThis new user link is only valid for two weeks. If the link expires, you need to resend an email verification to the user.\n\nView and change user permissions\nAfter you create a user, you may want to assign them other roles or change their account access. Remember that you can only assign roles or give access to accounts that your own user already has.\nTo change user permissions, you need to have one of the following roles:\n\nMerchant admin\nMerchant user management\n\nTo change a user's permissions:\n\nLog in to your Customer Area, and go to Account &gt; Users.\nSelect the user from the User List. This opens the user details page.\nSelect the edit icon  and make your changes.\nSelect Save.\n\nAdd trusted IP addresses\nAs a security measure, you can define a range of trusted IP addresses from which a user can log in. The maximum number of trusted IP addresses you can add is 45.\nWhen you add a range of trusted IP addresses for a user, the user is only allowed to log in from that range. Login attempts from outside that range will be blocked.\nTo add trusted IP addresses:\n\nLog in to your Customer Area, and go to Account &gt; Users.\nSelect the user from the list. This opens the user details page.\nIn the Trusted IP addresses section, select Add IP address.\nEnter the IP address and select a range from the drop-down menu.\nSelect Add.\n\nDelete an existing user\nIf you want to remove the access permissions of a user, for example, because they have left your company, you need to deactivate the user.\nTo be able to deactivate users, you need to have one of the following roles:\n\nMerchant admin\nMerchant user management\n\nTo deactivate an existing user:\n\nLog in to your Customer Area, and go to Account &gt; Users.\nSelect the user from the User List. This opens the user details page. You cannot deactivate the user you are logged in with.\nSelect Deactivate user and then select Deactivate in the pop-up window to confirm.\n\nThis user can now no longer access the Customer Area. If you need to restore the user's access, select Reactivate user on the user details page.\nGet an overview of all users\nThe Users within a company report includes the roles assigned to a user, and the last time the user logged in to the Customer Area.\nTo be able to generate the Users within a company report, you need to have one of the following roles:\n\nMerchant admin\nMerchant report\n\nTo generate this report:\n\nLog in to your Customer Area.\nGo to Reports.\nSearch for the Users within a company report.\nSelect Generate. This opens a window to configure the report:\n\nTo generate the report for a specific user, enter their username.\nTo generate the report for all users within your company account, leave the username field empty.\nYou can also exclude accounts, account groups, and roles from the report.\n\nChoose the File type for the report.\nSelect Generate report. This automatically downloads the report.\n\nSee also\n\n\n                    User roles\n                \n                    Account structure\n                \n","type":"page","locale":"pt","boost":18,"hierarchy":{"lvl0":"Home","lvl1":"Account","lvl2":"Manage users"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/account","lvl2":"\/pt\/account\/users"},"levels":3,"category":"Account","category_color":"green","tags":["Manage","users"]}}