If more than one person needs access to your account, you can add Staff and Accounting users to your Merchant Profile. This makes it easy for your team to collaborate while keeping access organized.
How to Add Users:
- Log in to your Merchant Portal
- Navigate to Admin > Profiles & Users > Other Users
- On the right-hand side, select Add User based on the type of user you’d like to add (for example, Staff or Accounting)
- Enter the user’s email address, name, and default location
- Click Create to finish setting up the user
Once the user is created, they’ll receive a “Forgot Password” email prompting them to set up their password and complete access.
Important to know:
You can add, edit, or remove users at any time.
Assigning the correct user type helps ensure team members have the appropriate level of access.