Users
The Users section allows you to view and manage users associated with a merchant account. You can add new users, see roles and statuses, and delete users with 🗑:
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Clicking Add new User will display the Create User pop-up:
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- Full Name: Enter the full name of the user
- Email: Enter the user's email address
- Phone Number: Enter the user's phone number, including the country code
- Culture Name: Select the user's preferred language and region settings from the dropdown menu (e.g., English (United States)).
- Role: Select the appropriate role for the user from the dropdown menu, selecting from:
- Account Owners - have full permissions and can perform all actions
- Developers - have full permissions and can perform all actions on SANDBOX ONLY
- Managers - can perform all actions except for adding or managing users
- Cashiers
- can ONLY create plans and see transactions (they cannot change Installment Plans once they have been created)
- can SHIP, which charges a plan that had previously only been authorized
- can print statements
Click the Create button to save the new users and add them to the system.