Use Cases: User Management

Welcome to the User Management Use Case Tutorials!

Whether you’re a beginner or an experienced 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 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 Multi-Factor Authentication for your Portal users' enrollment.
Resetting MFA Enrollment - How to reset users' Multi-Factor Authentication enrollment for lost and stolen devices.

Dive into the tutorials below and start your journey toward mastering User Management:

User Management Use Cases

Use Case: Add a New User

Use Case: Update User Account Information

Use Case: Customize User Access Roles

Use Case: Create a User Access Template

Use Case: Create a User Team

Use Case: Enable Multi-Factor Authentication (MFA)

Use Case: Complete Multi-Factor Authentication (MFA) Enrollment

Use Case: Reset a User's Multi-Factor Authentication Enrollment

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