Setup a New User

Owned by Desiree Collins (Unlicensed)
Last updated: Dec 01, 2017 by Beth Fitzgerald (Unlicensed)
3 min read

There are 4 steps to setting up a user:

  • Add a User
  • Setup User Roles
  • Setup Notification Prefernces (Email Alerts)
  • Have the User create or reset their password


Add a User

  1. Click on Locations in the sidebar menu.



  2. Click on the Location Name

  3. Click on the Settings Gear on the right side of the screen and select Users from the drop down.

     

  4. Click on the orange Add User button in the upper right hand corner of the screen.

     

  5. Select Add New User or Add Existing User:



    - If you select Add New User, follow these instructions:

Fill out the form with the minimum suggested fields.  The other fields are available for the merchant's convenience.

Username- suggested format is first initial and last name (i.e. John Smith = jsmith), but the format is flexible and can be set up in any format. (Emails are acceptable.)

First Name-of the user being created

Last Name-of the user being created

Email-This is required as this allows users with the ability to reset their passwords.

Select user to be Location User or Location Admin (Location Admins will have all privileges. Location User will have their roles set by the Location Admin)

Time Zone-set appropriate to your area

Click on Save User 

- If you select Add Existing User, enter the user name in the username field to locate them > click on the user's name:

Note: To add existing users, they will need to be able to be viewed from another assigned location. 


       6. Click on the Save User button.

Setup the Roles

  1. Choose the Roles tab.



  2. Choose the appropriate roles (View more information on Roles).

  3. A green check mark will appear next to the role to confirm the role is applied.

  4. If adding a Location Admin, you will select All Roles

Setup the Preferences

  1. Choose the Preferences tab.



  2. Choose the appropriate preferences (View more information on Preferences)

  3. A green check mark will appear next to the role to confirm the preference is applied.

  4. For initial user setup, check all with the exception of the "email all card trx" and "email all ACH trx".

     

Create or Reset a User's Password

Have the User Create or Reset their password.