Use Case: Add a New User

You can add a new user and customize their user roles so that they have portal access under your account. This guide shows you how to add a new user and set up their account.

Audience: Partner, Merchant

Add a New User

Complete all steps in the following sections to add a new user and give them access to the portal under your entity or business.

Prerequisites

Before attempting this tutorial, you must:

• Meet the general prerequisites described in Get Started with Use Case Tutorials.

• Have the full name and email address of the new user.

Access the Add User Form

1. Click USERS under the Management category in the left navigation panel.

2. Click ADD USER in the upper-right corner of the page to open the Create a New User dialog.

Add Basic User Information

1. Click the ROLE dropdown menu and select a role or access template from the existing options.

   • See the Create a new Access Template section if you need to create an Access Template for this user.

2. Enter the user’s full name.

3. Create a username for the new user and enter it into the Username field.

4. Select Yes from the MULTIFACTOR AUTHENTICATION ENABLED dropdown menu.

5. Create a password and enter it in the Password and Confirm Password fields.

6. (Optional) Enter a phone number for the user.

7. Enter the user’s email address.

8. Click Add User to complete user creation.

Create a new Access Template (Optional)

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.

1. Click Add A Template in the upper right of the dialog to open the Access Templates page in a new tab.

2. Create a User Access Template.

3. Return to the Create a New User dialog, and select your new access template under the ROLE dropdown menu.

4. Click Add User to move to complete user creation with a newly created Access Template applied.

Result: The user name will display 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.

Next Steps

After the new user account is created, review the following guides for information on related topics:

• Create a User Team: Provide access to different accounts by creating a user team.

• Customize User Access Roles: Update and customize the roles of any user under your account.

• Create a User Access Template: Create templates for future users to quickly assign a specific set of roles and access capabilities.