The Users page allows you to view all portal users associated with or boarded under your referrer entity, add new portal users to your account, and access detailed information about specific usersadjust user access capabilities.
Navigate to the Users page by clicking USERS under Management in the left hand navigation barpanel.
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Users Page Features
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| title | Click here to view the features of the Users page. |
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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 UsersFollow the steps below to add a new user: Step 1: Click ADD USERS to open a lightbox and add information on a new user. . 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 user roles are available to select when adding a new user: User Role Name | Description |
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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 TableLocate 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 |
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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. | 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. |
User Table ActionsThe following actions are associated with the User Table: Load more rows to the table by clicking SHOW MORE RESULTS. Click View more details about a specific user by clicking any line in the table to expand the row to view more details about a specific user. Click Edit user information by clicking the information for any user to access open the User Account page, where you can edit their information.
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Customize the Users Table
You can customize your view using the options found at the top of the table. The following customization options are available:
Create a Customized Table
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View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables
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Expand the section below to view a complete list of the data that you can display on the Users table:
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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
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Click the links or items in the Customers page to access any of the following pages: