You can create a Team and customize access and roles for multiple team members using the portal. A team is a group of users that share roles and similar user properties that you can manage through the Teams page. Creating a team can help you streamline account access and efficiently assign user roles that determine a team member’s capabilities on the platform. This tutorial walks you through the steps to set up a new team and add users.
Objective
Create a user team and customize member roles and user capabilities.
Audience
Partners
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Notes
You must have a fully boarded Payrix Pro account to perform any of the actions described in this use case guide.
You must have the full names and email addresses of any users that are included in the new team.
Important notes
Important!
New Teams will not active until you add new users and customize their access levels. The next portion of this guide will cover this topic.
Tips
Tip
You can add new Merchant users to specific teams after successful boarding by assigning your preferred team to your whitelabeled Merchant Signup Form. Contact your Partner Experience Manager for more information.
Additional Resources
See the tips below to help you get started.
To learn more about user access and roles, see User Roles.
For more information about teams, see Understanding Teams.
Create a User Team
Ensure that you complete all steps in the following sections.
Access the Teams Page
Click the PLUS icon next to Users in the left navigation panel to open a dropdown menu.
Click TEAMS in the Users dropdown menu to open the Teams page.
Create a New Team
Click ADD TEAM in the upper-right corner of the page to open the Add Team lightbox.
Enter the name of the new team in the Name field.
(Optional) Enter a description of the new team in the Description field.
Result: The new team is displayed in the table on the Teams page.
Add Users to the New Team
Select the new team listed in the Teams table to open the Team Profile page.
Click USERS on the left side of the page to open the Users tab.
Click ADD USERS in the upper-right corner of the page to open the Add Users lightbox.
Enter the username of the user into the search bar at the top of the lightbox to search by name, or scroll down the list of usernames.
Click the CHECKMARK icon to select the user.
(Optional) Select ALLOWED ACCESS to grant all access capabilities for the team.
Click ADD USERS at the bottom of the lightbox to add the users to the new team.
Result: The new user is displayed in the Users table on the Team Profile page.
Next Steps
After creating the new team, review the following use case guides for additional information on related topics:
Set Up a Group: Set up a group of users in the portal.
Conclusion
The new team is now active, and the team members can perform any actions associated with their assigned roles.