User management

Administrators can easily add and manage users via the Configurations > User Management section of the Dashboard.

Add new user

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

• Restrict the user's access by selecting the specific merchant IDs or PSP IDs they are authorised to view and manage.
• Enter the user's email address first and last name.
• Choose the appropriate user role to define and restrict the actions the user can perform.
• Select the applications to control which areas of the Dashboard the user can access.

Click Create user to finalise the user creation and send an invitation email.

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 has been disabled and is unable to access the Dashboard. The message 'User is disabled' will appear for any attempted sign-in.

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 can be resent from the user's profile by selecting the 'Resend invitation email' option.

Password reset required: The user's password has expired, or a reset has been requested by an admin. The user will see the message: 'Password reset required for user due to security reasons.' upon their next sign-in. A password reset code will be sent immediately to the user's email, and it will be valid for 1 hour. The user will be unable to sign in until they set a new password.

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

Disabling access

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

Resend invitation email

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