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User Management

Our User Login management offering provides practical benefits for the efficient organization of all users within your portfolio.

  • User Roles enhance security with tailored Portal access by individual users to safeguard sensitive data and add, modify, or restrict Portal capabilities.

  • Access Templates streamline your User Role assignment process by allowing you to save a User setup configuration and re-apply it to new users that you create or modify roles for Portal capabilities.

  • Teams easily group individual users by Merchant Portal accounts they can access and perform actions on.

View the content below for a more detailed resource explaining Users, Roles, Access Templates, & Teams:

Understanding Users & Roles
Understanding Access Templates
Understanding Teams
Using Single Sign-On (SSO)
Using Multi-Factor Authentication (MFA)
Resetting your Portal Password
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