The Users page allows you to view all portal users associated with or boarded under your referrer entity, add new portal users, adjust user access capabilities, and access user profiles to edit information.
Navigate to the Users page by clicking Users under the Management category in the left hand navigation panel.
Partial view of the Users page showing the Users Information banner, the ADD USER button, and the Users table.
Users Page Features
Click here to view the features of the Users page.
Users Information Banner
View the total number of users, and the number of active and inactive users in the Users Information Banner located at the top of the Users page.
Add New Users
Follow the steps below to add a new user:
Step 1: Click ADD USERS to open a lightbox.
Step 2: Select the user role. See the User Roles section of this page for descriptions of user roles.
Step 3: Enter the required information about new user.
Step 4 (Optional): To use a saved Access Template, click TEMPLATE to open the Access Templates page.
Step 5: Click ADD to create a new user record, or click CANCEL to return to the Users page.
User Roles
The following roles are available to select when adding a new user:
User Role Name
Description
Referrer Admin Full Access
View, edit, and manage all merchants below you in your Referrer hierarchy.
View, edit, and manage any sub-Referrer accounts in your client division.
Referrer Admin View Only
View all merchants below you in your Referrer hierarchy.
View any sub-Referrer accounts in your client division.
Referrer Full Access
View, edit, and manage all merchants below you in your Referrer hierarchy.
Referrer View Only
View all merchants below you in your Referrer hierarchy.
Merchant Admin Full Access
View, edit, and manage any associated merchant accounts.
View, edit, and manage sub-merchant accounts.
Merchant Admin View Only
View any associated merchant accounts.
View any sub-merchant accounts.
Merchant Full Access
View, edit, and manage any associated merchant accounts.
Merchant View Only
View only the merchant account(s) they are associated with.
Users Table
Locate information about individual users in the main table on the Users page. Individual users are listed by row. The default view includes the following columns:
Users Table Column Name
Description
Username
The username associated with the user.
Name
The first and last names of the user.
Email
The email address associated with the user account.
Status
The status of the user account: Active or Inactive.
Main Role
The main role assigned to the user: Referrer or Merchant.
Last Login
The date and time that the user last logged in to their account.
Login As
Click the LOGIN AS icon to access the users Dashboard as a parent entity and see the user’s portal view.
Arrow Icon
Click on the grey triangle in any row to view additional details for a specific user, or click on the grey triangle in the table header to view additional details for all entries.
Users Table Actions
You can perform the following actions with the Users table:
Load more rows to the table by clicking SHOW MORE RESULTS.
View more details about a specific user by clicking any line in the table to expand the row.
Edit user information by clicking the information for any user to open the User Profile page.
Customize the Users Table
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Users table:
Click here to view Users Table column customization options.
User Data
Username
Name
Email
Status
Main Role
Last Login
ID
Created
Phone
Address
Created by
Date Modified
Modified By
Last Name
Login ID
Fax
Country
Zip
State
City
Confirmed
Related Pages
Click the links or items in the Customers page to access any of the following pages:
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