You can create a team and customize access and roles for multiple team members using the Portalportal. A team is a group of users that share roles and similar user properties that you can manage through the Teams page. Creating a team can help you streamline account access and efficiently assign user roles that determine a team member’s capabilities on the platform. This tutorial will walk walks you through the steps to set up a new team and add users.
Objectives
Create a user team and customize member roles and user capabilities.
Audience
Facilitators
Referrers
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
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Prerequisites:
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Warnings
Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.| Note |
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Warning: New Teams will not active until you add new users and customize their access levels. The next portion of this guide will cover this topic. |
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.| Tip |
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Tip: Facilitators can implement work flows during team customization. You can See Work Flows (Facilitators) find more information about work flows here: Work Flows (Facilitators). |
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Tip: You can add new Merchant Users users to specific Teams teams after successfully successful boarding by assigning your preferred team to your whitelabeled Merchant Signup Form. |
Additional Resources
See the tips below to help you get started.
To learn more about user access and roles, visit the see Understanding Users and Roles page.
For more information about teams, visit the see Understanding Teams page.
Create a User Team
1. Access the Teams Page
Step 1:Click the PLUS icon next to Users in the left
navigation panel to open a drop-down menu.
Click TEAMS in the Users drop-down menu to open the Teams page.
2. Create a New Team
Step 1:Click
ADD TEAM
in the upper-right
corner of the page to open the Add Team lightbox.
Enter the name of the new team in the Name field.
(Optional)
Enter a description of the new team in the Description field.
Result: The new team will appear is displayed in the table on the Teams page.
3. Add Users to the New Team
Step 1: Click onSelect the new team listed in the Teams table to open the Team Profile page.
Click USERS on the left
side of the page to open the Users tab.
Click
ADD USERS
in the upper-right
corner of the page to open the Add Users lightbox
.
Enter the username of the user into the search bar at the top of the lightbox to search by name, or scroll down the list of usernames.
Click the CHECKMARK icon to select the user.
(Optional)
Select
ALLOWED ACCESS
to grant all access capabilities for the team.
Click ADD USERS at the bottom of the lightbox to add the users to the new team.
Result: The new user will now appear is displayed in the Users table on the Team Profile page.
Next Steps
Once After creating the new Team is successfully createdteam, review the following use case guides for additional information on related topics:
Set Up a Group:See the Set Up a Group guide for more information about setting up a group of users in the portal.
Set Up a Division:See the Set Up a Division guide for more information about setting up a division in the portal.
Conclusion
The new team is now active, and the team members can perform any actions associated with their assigned roles.
References
Click the links or items below to access any of the following pages:
Teams page [Merchants][Referrers][Facilitators]
Team Profile page [Merchants][Referrers][Facilitators]