Use Case: User Management

Welcome to the User Management Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix Pro portal user, these tutorials are designed to help you set up, customize, and effectively manage portal users under your portfolio, as well as create pre-saved configurations to apply to future users and manage their multi-factor authentication (MFA) enrollment. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

• Creating new portal users: How to add a new user login to a portal account

• Creating access templates: How to create pre-saved user access settings to apply to future users

• Creating teams: How to create teams to determine which Merchant accounts a user can access

• Enable and enroll in MFA: How to set up MFA for your portal users to enroll

• Resetting MFA enrollment: How to reset users' MFA enrollment for lost and stolen devices

Dive into the tutorials below and start your journey toward mastering user management.

User Management Use Cases

Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring reference material for user management:

• Understanding Users & Roles

• Understanding Access Templates

• Understanding Teams

• Using Single Sign-On (SSO)

• Using Multi-Factor Authentication (MFA)

• Resetting your Portal Password