This article describes the following topics:
You can add a new user and customize their user roles so that they have portal access under your account. This article describes how to add a new user, customize their user role, and add an access template to a user.
Add a New User
To add a user account:
Click Users, under Management in the left navigation panel.
Click Add User on the Users page to open the Create a User dialog.
Select the ROLE dropdown menu and select a user role or access template from the existing options.
Note
See the Create an Access Template section if you need to create an access template for this user.
Enter the user’s full name.
Create a username for the new user and enter it into the Username field.
Select Yes from the MULTIFACTOR AUTHENTICATION ENABLED dropdown menu.
Create a password and enter it in the Password and Confirm Password fields.
(Optional) Enter a phone number for the user.
Enter the user’s email address.
Click Add User to complete user creation.
Assign User Roles
When creating a user, you must assign a user role, which defines the user’s default permissions. A user role determines what resources a user can view, edit, create, or delete. By assigning user roles, you can tailor each user’s access level to meet your organization’s requirements.
Set Default User Roles
Default roles determine the level of portal access for a user. Partner-level access roles are roles available to users of a partner-level entity, while merchant-level access roles are available to users of a merchant-level entity.
To set default user roles when creating a user:
Click Users, under Management in the left navigation panel.
Click Add User on the Users page to open the Create a User dialog.
Select the desired Default Role from the Role dropdown menu.
Important!
If you want to apply an Access Template with your preconfigured custom user roles, you must do so before completing step 5. If you create the user without assigning the template, you’ll need to delete the user and start over because you cannot apply access templates after a user is created. If the template you need doesn’t exist, you can create one by clicking Add a Template.
Enter the Username, Password, Full Name, and Email Address.
Click Add User to complete the process.
A new user is created for your account and assigned a default user role, such as Referrer Admin Full Access or Merchant View Only, providing the core permissions needed. From here, you can now customize the user role resources and detailed permissions as needed for the user.
Custom Roles
Custom roles allow the user’s access to be refined by specific role resources or actions on the platform. Custom roles provide 20 role categories with various role resources and detailed permission options.
Set Custom User Roles
After setting a user’s default user roles, complete the following steps to set a user's custom user roles for additional refined user access:
From the Users menu, select your new user to access the User Profile page.
Select the Role tab from the User Profile.
Review each role resource and click the checkbox to enable each user role.
Once enabled, click the arrow next to each role resource to reveal the Detailed Permissions.
Click the checkbox next to each Detailed Permission desired.
Repeat steps 1 through 5 for each user role you need to assign.
Tip
Click the Advanced button to reveal the Advanced Access Template Customization dialog. Use this dialog to quickly assign or remove user roles by Detailed Permission, rather than manually reviewing and enabling them by role category. This is especially useful when a user requires extensive user roles and permissions as opposed to a user that requires minimal access.
Click Update when finished to complete the process.
Your new user is assigned the desired roles and permissions and is now able to access the portal and other platform features according to their role.
Create an Access Template
You can create access templates to group settings automatically to determine users' roles and capabilities in the portal. By creating an access template, you can apply the template and its customized array of resource settings to any user that is added to your account in the future. You can create an access template from the Access Templates page in the portal or during the user creation process.
Add an Access Template from the Access Templates Page
To add a new access template:
Click the Plus icon next to Users in the left navigation panel to open a dropdown menu.
Click Access Templates in the Users dropdown menu to open the Access Templates page.
Click ADD ACCESS TEMPLATE in the upper-right corner of the page to open the Add Access Template dialog.
Select the relevant primary role, then click Next.
Enter a name and description, then click Next.
Enable Your Custom Template Resources
When creating a new access template, all role resources and sub-resources are selected by default. You must modify them and disable them individually to prevent access:
Under Review & Customize Access, review each Resource category on the left side to enable, disable, or modify any primary role resources or applicable role subresources. To learn more about the available role resources and subresources, see User Roles.
Click the arrow next to a listed resource to reveal the Detailed Permissions section.
Detailed Permissions offers the following role resource operations: Create, Full view, Summary view, Update, and Delete to modify the capabilities the access template provides to its users for this role resource.
(Optional) To view or modify a complete list of all applied role resources by user operation capabilities, click Advanced Options in the upper-right corner of the page.
Enable Custom API Roles (Optional)
Click Advanced Options in the upper-right corner of the page to reveal the Advance Options dialog, then turn on the Custom API Roles toggle in the upper right.
Click Select API Roles from the dropdown menu that appears at the top of the dialog to view a toggle list of all available Custom API roles.
(Optional) To remove any API roles that you have added to the Template Resource section, clear the box next to the name of the API role.
Save Your New Template
When you have completed enabling or disabling the resources, click SAVE in the upper-right corner of the page.
Your new access template is displayed in the table on the Access Templates page. The access template is now active, and you can assign it to users associated with your account. You can also assign the access template to your white-labeled Merchant Signup Form to apply the template to merchants after they successfully board.
Note
Access templates can be applied only when creating a new user and cannot be retroactively applied to a pre-existing user after being created.
Create an Access Template During User Setup
Before completing the new user creation process, you can create and apply an access template during the Add Basic User Information phase by following these steps. This option is particularly useful if you haven't previously created a template and want to save all general settings like role and multifactor authentication (MFA) enablement for future user accounts.
Click Add A Template in the upper right of the dialog to open the Access Templates page in a new tab.
Follow the instructions above to add an Access Template from the Access Templates page.
Return to the Create a New User dialog, and select your new access template under the ROLE dropdown menu.
Click Add User to move to complete user creation with a newly created Access Template applied.
The user name is displayed in the table on the Users page. The new user will have access to the portal, and they can perform any actions associated with their assigned roles.