Use Case: User Management

Welcome to the User Management Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix Portal user, these tutorials are designed to help you set up, customize, and effectively manage portal users under your portfolio, as well as create pre-saved configurations to apply to future users and manage their multi-factor authentication (MFA) enrollment. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

• Creating new portal users: How to add a new user login to a portal account

• Creating access templates: How to create pre-saved user access settings to apply to future users

• Creating teams: How to create teams to determine which Merchant accounts a user can access

• Enable and enroll in MFA: How to set up MFA for your portal users to enroll

• Resetting MFA enrollment: How to reset users' MFA enrollment for lost and stolen devices

Dive into the tutorials below and start your journey toward mastering user management.

User Management Use Cases