Managing Users and Permissions

Easily add team members, assign roles, and control what each user can access in your merchant dashboard. Stay secure while giving the right people the right tools.

How to Add or Remove Users

Managing staff accounts allows you to control who can access your merchant dashboard and perform various tasks. This guide explains how to add new staff members and remove existing accounts securely.

Adding a User

1. Log In to Your Merchant Dashboard
2. Go to User Management
3. Add New User
   • Click Add User.
   • Enter the staff member’s name,  email address, and phone number.
   • Assign an appropriate role or permissions (e.g., Admin, Manager, Staff).
   • Assign a Username and a temporary password
   • Assign Privilege / Access Level
     • Admin (Complete Access)
     • Manage Transactions (Only self-sales)
     • Reports (View only reports)
     • Technical (Only for API)
   • Send the invitation.
4. Staff Member Activation
   • The invited staff member receives an email with instructions to set up their account and password.
   • Once activated, they can log in with their credentials.

Removing a User

1. Log In to Your Merchant Dashboard
2. Navigate to User Management
3. Select the User to Remove
   • Find the staff member in the user list.
   • Click Delete.
4. Confirm Removal
   • Confirm the action to revoke their access immediately.
      

Security Tips

• Review staff access regularly and remove accounts no longer needed.
• Use role-based permissions to limit access to sensitive data.
• Enable two-factor authentication (2FA) for all users with access.