You can update your users' information in the portal if one of your users changes their contact information or other account information. This tutorial walks you through the steps for updating information about any of your users in the portal.
Objective
Access and edit a user account to update necessary information.
Audience
Partners
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Note
You must have a fully boarded Payrix Pro account to perform any of the actions described in the use case guides.
Important notes
Important!
If you update a user's email address, a verification message will be sent to confirm the new email address.
Update User Account Information
Ensure that you complete all steps in the following sections.
Access the Users Page
Click USERS in the left navigation panel.
Locate the desired user name in the Users table, and select its information to open the User Profile page.
Edit the User Information
Click Edit in the upper-right corner of the page to edit the user information.
Click Save to save your edits, or click Cancel to discard any changes without saving.
(Optional) Click on the other tabs in the menu header of the page to edit work flows, user roles, teams, and invoice settings.
Result: The user information is updated immediately in the portal.
Next Steps
After updating the user information, review the following use case guides for additional information on related topics:
Customize User Access Roles: Update and customize the roles of any user under your account.
Add a New User: Add users and quickly customize their roles with your saved access templates.
Create a User Team: Create a team and apply your access template to the team settings.
Conclusion
After you save your edits, the user information will be immediately updated in the portal.