To add a user, follow the steps as listed below:
- Login to the platform.
- Select Users in the left hand menu.
- Select Add User in the top right hand corner.
- Proceed to fill in the user's details within the fields provided. Please note, selecting Can Approve Payments enables the new user to authorise and process payments. The Client Administrator role permits the new user to add and delete other users.
- Once the new user's details are entered, press Save in the bottom right hand corner.
- Once added, the new user will automatically be sent an email containing links to complete the user creation process. Within the email the user will need to click the Click here to activate login link. This will verify their email and prompt them to set up a username and password.
Is the new user a payment approver? Once the user has completed setting up a username and password, if they were added so that they can approve payments, they will be prompted to Complete Identity Verification. Once verified the user will be able to upload, authorise and process payments.
If you need any further assistance or have any questions, please email us or schedule a call by Clicking Here.