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You can add a new user and customize their user roles so that they have Portal portal access under your account. This guide will walk walks you through the steps to add a new user and set up their account.

Prerequisites

Tips

Tip
Tip: Learn more about the different types of available roles on the User & Roles page. Learn more about templates on the Understanding Access Templates and Teams page. To create a new template, see the Create a User Access Template use case.

Tip
Tip: Once After the user account setup is completedcomplete, you have the option to click the "Add a Template" link in the form to save all general settings like role and MFA enablement for future new user accounts.

Tutorial Video

Add a New User

1. Access the Add User Form

1. Click USERS under the Management category in the left

1. navigation panel.

1. Click

1. ADD USER

1. in the upper-right

1. corner of the page to open the Create a New User lightbox.

2. Add Basic User Information

1. Click the ROLE drop-down and select a

1. role or

1. access template from the existing options.

1. Enter the user’s full name.

1. Create a username for the new user and enter it into the Username field.

1. Select Yes from the MULTIFACTOR AUTHENTICATION ENABLED drop-down.

1. Create a password and enter it

1. in the Password and Confirm Password fields.

1. (Optional) Enter a phone number for the user.

1. Enter the user’s email address.

1. Click CONTINUE to move to the next section.

3. Create a new Access Template (Optional)

1. Click Add A Template in the upper right of the lightbox to open the Access Templates page in a new tab.

1. Create a User Access Template.

1. Return to the Create a New User lightbox, and select your new access template under the ROLE drop-down.

2. Click CONTINUE to move to the next section.

Result: Once After you have completed creating create the new user account, the user name will display in the table on the Users page and the new user account will have access to the Portalportal.

Next Steps

Once After the new user account is created, review the following use case guides for additional information on related topics:

• Setup Create a User Team: You can provide Provide access to different accounts by assigning creating a user team using the Create a User Team use case.

• Customize User RolesAccess:You can update Update and customize the roles of any user under your account using the Customize User Access use case.

• Create a User Access Template: You can create Create templates for future users to quickly assign a specific set of roles and access capabilities using the Create a User Access Template use case.

Conclusion

The new user account is now active, and the new user can perform any actions associated with their assigned roles.

References

Click the links or items below to access any of the following pages:

• User & Roles

• Understanding Access Templates and Teams

• Users page [Merchants][Referrers][Facilitators]

• Access Templates page [Merchants][Referrers][Facilitators]

• Create a User Access Template

• Customize User Access

• Create a User Access Template