Add a New User Account

You can add a new account user from the main User Administration page.

Step 1: Click + Add User on the User Administration page toolbar.

Step 2: Select the type of user you would like to add from the User Role drop-down list. The default user permissions associated with the selected user role are automatically listed and enabled.

Step 3: To further customize the new user account, click to deselect the check boxes next to any user permissions that should not be enabled for the user.

Note: By default, Account Owners have all permissions enabled for their user account. These permissions cannot be customized. If you are a Card Present merchant, only Account Owners, Account Administrators, and Transaction Managers will be allowed to log on to Virtual Point of Sale (VPoS). To log in successfully, these users MUST have the appropriate permissions to create charge and refund transactions.

Step 5: Click Next > to continue or click Cancel to cancel the action.

Step 6: Create a login ID for the new user in the Login ID text field. The login ID must be at least six (6) characters long and contain a combination of letters and numbers.

Note: Account Contacts cannot access the Merchant Interface and therefore do not require a Login ID.

Step 7: Enter the user’s First Name, Last Name, Title, Phone Number, Extension and Email Address(es).

Step 8: Click the check boxes to select the email types you would like the user to receive. Email types left deselected will not be sent to the user.

Step 9: Click Submit to continue or click Cancel to cancel the action. (You can also click Back to return to the previous page.)  A message pops up that says Verify Your Identity.

Step 10: Click Request PIN. An email is sent to the email address that you entered in Step 7.

Step 11: Enter the PIN from the email and click Verify PIN. The user is created.

The new user can access and change his or her user information, email notification settings, and password at any time on the User Profile page.