Use Case: Update User Account Information

Owned by Miles Graves
Last updated: Mar 29, 2024
2 min read

You can update your users' information in the Portal if one of your users changes their contact information or other account information. This tutorial will walk you through the steps for updating information about any of your users in the Portal.

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Partial view of the User Profile page.

 

Objective

Access and edit a user account to update necessary information.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Prerequisite:

You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.

Warnings

Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues during this use case.

Warning: If you update a user's email address, a verification message will be sent to confirm the new email address.

Update User Account Information

1. Access the Users Page

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

  • Step 2: Locate the desired user name in the Users table, and click on its information to open the User Profile page.

2. Edit the User Information

  • Step 1: Click the Edit button in the upper right-hand corner of the page to edit the user information.

  • Step 2: Click the Save button to save your edits, or click the Cancel button to discard any changes without saving.

  • Step 3 (Optional): Click on the other tabs in the menu header of the page to edit Work Flows, User Roles, Teams, and Invoice Settings.

Result: The user information is updated immediately in the Portal.

Next Steps

Once you have updated the user information, review the following use case guides for additional information on related topics:

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

  • Add New Users: Add users and quickly customize their roles with your saved access templates using the Add New Users use case.

  • Create a Team: Create a team and apply your access template to the team settings with the Create a Team use case.

Conclusion

Once you save your edits, the user information will be updated in the portal effective immediately.

References

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