Use Case: Add a New User

Owned by Miles Graves
Last updated: Mar 05, 2024
3 min read

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

Partial view of the Users page.

Objective

Add a new user and give them access to the Portal under your entity or business.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

  • Your new Payrix account must be confirmed prior to having access for boarding or creating users.

  • You must have a fully boarded account to perform any of the actions described in this use case guide.

  • You must have the full name and email address for the new user ready to enter as you fill in the new user form.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

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.

Tutorial Video

Add a New User

1. Access the Add User Form

  • Step 1: Click USERS under the Management category in the left-hand navigation panel.

  • Step 2: Click the ADD USER button in the upper right-hand corner of the page to open the Create a New User lightbox.

2. Add Basic User Information

  • Step 1: Click the ROLE drop-down and select a Role or Access Template from the existing options.

  • Step 2: Enter the user’s full name.

  • Step 3: Create a username for the new user and enter it into the Username field.

  • Step 4: Select Yes from the MULTIFACTOR AUTHENTICATION ENABLED drop-down.

  • Step 5: Create a password and enter it into the Password and Confirm Password fields.

  • Step 6: (Optional) Enter a phone number for the user.

  • Step 7: Enter the user’s email address.

  • Step 8: Click CONTINUE to move to the next section.

3. Create a new Access Template (Optional)

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

  • Step 2: Create a User Access Template.

  • Step 3: Return to the Create a New User lightbox, and select your new access template under the ROLE drop-down.

  • Click CONTINUE to move to the next section.

Result: Once you have completed creating 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 Portal.

Next Steps

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

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

  • Customize User Roles: You can 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 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: