You can create a Team to customize access and user 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 helps you streamline account access and efficiently assign user roles that determine a team member’s capabilities on the platform. This tutorial shows you how to set up a new team and add users.
Audience: Partner, Merchant
Create a User Team
Complete all steps in the following sections to create a user team and customize member roles and user capabilities.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have the full names and email addresses of any users that are included in the new team.
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 dialog.
Enter the name of the new team in the Name field.
(Optional) Enter a description of the new team in the Description field.
Click Add to display the new team on the Teams page.
New Teams are not active until you add new users and customize their access levels. The next section covers this topic.
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 dialog.
Enter the username of the user into the search bar at the top of the dialog 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 dialog to add the users to the new team.
Result: The new user is displayed in the Users table on the Team Profile page. The new team is now active, and the team members can perform any actions associated with their assigned roles.
Tip
You can add new merchant users to specific teams after successful boarding by assigning your preferred team to your white-labeled Merchant Signup Form. Contact your Partner Experience Manager for more information.
Next Steps
After creating the new team, review the following guides for information on related topics:
Set Up a Group: Set up a group of users in the portal.