User management

Admins can add and manage users via the Configurations > User area of the Dashboard. Only PPRO can create admin users. Contact your account manager if you need one.

Add new user

To add a new user, click the New user account button and complete the following steps:

1. Assign merchant IDs and PSP IDs to the user. They only see data for the IDs you choose, so select only the ones they need.
2. Enter the user's first and last name and their individual company email address. Personal addresses (for example Gmail) and shared team addresses aren't allowed, so every action traces back to one person.
3. Choose a role to set what the user can do (see User permissions). Only give the access the user needs for their job.
4. Select the applications the user can access. Each one shows what it does. If an application contains sensitive data, we'll ask you to confirm before you create the user.

Click Create user to send their invitation email.

Keep access tight

Give each person only the access they need, and review your user list regularly.

User Status

Users will be in one of the following states:

Active: The user has access to the Dashboard and has previously signed in.

Disabled: The user can't access the Dashboard and sees 'User is disabled' on sign-in. We disable users automatically if they haven't signed in for 90 days. An admin can enable them again through Manage user. Only PPRO can enable admin users.

Invitation sent: New users who have been invited to the Dashboard, issued a temporary password, and have yet to sign in. Temporary passwords expire after 7 days and the invitation can be resent from the user's profile.

Password reset required: When a user's password has expired, they will see the message: 'Password reset required for user due to security reasons.' upon their next sign-in. An admin can reset the password for the user.

SSO: User accesses the Dashboard using single sign on and is managed through an external SAML identity provider (IdP) rather than in User Management.

Disable or enable access

A user's access to the dashboard can be enabled or disabled through the Manage user menu on the user details page.

User's are automatically disabled if they don't login every 90 days.

Reset password

If a user's password expires or the "Forgot password" reset doesn't work, an admin can reset the password for the user through the Manage user menu on the user details page.

The user will receive an email with a temporary password to sign in and set a new password. The user's current password will stop working after resetting and the user will be unable to sign in until they set a new password.

Resend invitation email

A user with the status of Invitation sent can have their invitation email resent through the Manage user menu on the user details page.

When a user doesn't login with 7 days of receiving the temporary password, the invitation will need to be resent for the user to gain access to Dashboard.

When someone leaves your company

Disable a user's access as soon as they leave your company, ideally on their last day. Don't wait for the automatic 90-day disable: until then, their account stays active.

To disable a user, open their details, select the Manage user menu and choose to disable their access. You can enable them again later if you need to.

If an admin leaves, contact your account manager straight away. We'll disable their account and set up a new admin for you, as only PPRO can manage admin users.

We recommend regularly checking your user list, so no one keeps access they no longer need.

Audit log

User management actions are recorded in the Audit log, so you can see who changed what and when.