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Add a new user

Learn how to set up a new user for the Customer Area.

Before you begin

To add new users, you need to have a user for the Customer Area that has:

When you first sign up with our platform, you receive an initial admin user for the Customer Area. This credential can be used when initially creating users.

Set up new user

To set up a new user:

  1. Sign in to the Customer Area using your company-level account.

  2. Navigate to Account > Users.

  3. Click Add new user.

  4. In the User Account Details pane: 

    1. Set User type to User.

    2. Enter a username for the new user. 

    3. Set the time zone.
  5. In the Contact Information pane, enter the new user's title, name, and Email.

  6. In the Roles and Associated Accounts pane, use the toggles to select user roles to apply to the user, and a company account to associate it with.

  7. Click Save at the bottom of the page.

    To set up another new user with the same rights, click the Duplicate icon next to this user in the User List under Account > Users.

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, and expires after 24 hours. If the link expires, you will need to generate and send the user their password manually.

Generate password manually

If the user has not generated their password within 24 hours, you will need to do this manually.

To manually generate a password:

  1. Sign in to the Customer Area using your company-level account.

  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 sign in to the Customer Area using the password you shared with them.

See also